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RFG Advisory President Shannon Spotswood featured in the Wall Street Journal "Servicing Clients by Empowering and Training Advisors"

by: Alex Coppola
published: February, 28th 2018


The Wall Street Journal, February 28, 2018

Alex Coppola of The Wall Street Journal features Shannon Spotswood, president of RFG Advisory, in an adviser profile highlighting her background and mentoring experience and how the firm leverages technology to help wealth managers deliver. “One of the greatest challenges facing RFG advisers is leveraging technology to increase operational efficiency, improve client service, and ultimately win new business. The more proactively an adviser can deliver service, the more value they add and the stronger relationship. This was a chance to build what I saw as the RIA of the future, one that provides advisers with the technological and regulatory support they need,” she says.

"The more proactively an advisor can deliver service, the more value they add and the stronger relationship. This was a chance to build what I saw as the RIA of the future, one that provides advisors with the technological and regulatory support they need."

Shannon Spotswood
February 28, 2018

Read the full article below:

"Servicing clients by empowering and training advisors"


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