War Room Huddle-logo

War Room Huddle

Business & Economics Podcasts

Welcome to War Room Huddle, a show for independent financial Advisors who want to CRUSH EVERYTHING and take their A-game to the next level. War Room Huddle is where we talk with disruptive Advisors and industry leaders about the hard things, the lessons we’ve learned, and how to conquer the challenges of the future. Brought to you by RFG Advisory, an innovator in the wealth management industry.

Welcome to War Room Huddle, a show for independent financial Advisors who want to CRUSH EVERYTHING and take their A-game to the next level. War Room Huddle is where we talk with disruptive Advisors and industry leaders about the hard things, the lessons we’ve learned, and how to conquer the challenges of the future. Brought to you by RFG Advisory, an innovator in the wealth management industry.

Location:

United States

Description:

Welcome to War Room Huddle, a show for independent financial Advisors who want to CRUSH EVERYTHING and take their A-game to the next level. War Room Huddle is where we talk with disruptive Advisors and industry leaders about the hard things, the lessons we’ve learned, and how to conquer the challenges of the future. Brought to you by RFG Advisory, an innovator in the wealth management industry.

Twitter:

@rfgadvisory

Language:

English

Contact:

(205) 397-2450


Episodes

Ep. 9 Be Intentional About Growing Your Practice ft. Lance Billings, Founder & Financial Advisor at The Billings Group

11/19/2021
This War Room Huddle episode features Lance Billings, Founder and Financial Advisor at Billings Group, who so powerfully weaves community, the love of his hometown, and his faith into building his business. Salina, Kansas is home, it’s work, it’s family, it’s the center of everything Lance holds dear. Lance was born and raised in Salina. He raised his family there, started a business there, runs a business there, and will eventually pass the business on to family there. The Billings Group...

Duration:00:34:13

Ep. 8 Take a Seat on the Rocket Ship ft. Rick Wedell, CIO of RFG Advisory

11/10/2021
This War Room Huddle episode featuring Rick Wedell Chief Investment Officer at RFG Advisory dives into topics on building the future, navigating the succession planning process, why he prefers video content above all else, and the big answer to why choose RFG? “If anyone ever offers you a seat on the rocket ship, you don't argue about whether or not it's an aisle or a window, you just take the seat,” Rick says. Rick is a veteran investor and brings institutional street cred to RFG and its...

Duration:00:36:47

Ep. 7 The True Impact of "The Golden Rule" ft. Mark Green, CEO, Founder, President of GFG Wealth Advisors

9/3/2021
This War Room Huddle episode with guest Mark Green, CEO, Founder, and President at GFG Wealth Advisors, will leave you fired up and ready to take on the world. Based in College Station, Texas, Mark very intentionally made the decision to become independent. “I was scared to make the move just like anybody else was,” Mark says. “I was worried about my clients making the transition.” But ultimately it boiled down to one big reason. “RFG just fit in.” After feeling restless with the decisions...

Duration:00:38:31

Ep. 6 Finding the Other Side of Fear ft. Chris Cipolla, CFP®, CDFA®, Wealth Advisor at RFG Advisory

8/5/2021
"Education is KEY to changing your own trajectory" This War Room Huddle episode with guest Chris Cipolla, CFP®, CDFA®, and Wealth Advisor at RFG Advisory will leave you so pumped up you'll feel ready to crush anything. She is a co-conspirator and creator of StrongHer Money, along with RFG President and host of War Room Huddle, Shannon Spotswood, where they help women live financially fearless. Chris is a mother, she is an advisor, and she is immensely talented. Chris starts the episode by...

Duration:00:27:13

Ep. 5 Faith and Professional Life, Together ft. Mark Dutram, CPWA®, CFP®, AEP®, President of BayView Private Wealth

8/3/2021
"Wealth Management is not about the assets. It's about what we can empower people to do with their assets." This week on the War Room Huddle podcast, Mark Dutram, CPWA®, CFP®, AEP®, President and Wealth Advisor of BayView Private Wealth, will be joining us. Mark has over 25 years of experience helping meet the financial, retirement and investment planning needs of families, business owners, and professionals. Mark's diverse background in finance has given him a broad view of the financial...

Duration:00:30:31

Ep. 4 Thinking About the Future ft. Dany Martin, MBA and Chase Crump, CFP® of WFA

8/2/2021
“Success is going to be built off of the things that you put into it.” This week we are psyched to have two WFA Partners and Wealth Advisors on the War Room Huddle podcast: Chase Crump, CFP®, and Dany L. Martin, MBA. You might recall Dany L. Martin, MBA from War Room Huddle Episode 2 and Chase Crump, CFP® on Episode 3. WFA has 96 cumulative years of trusted advisor experience and 134+ cumulative years of administrative experience. We shake things up in this episode and flip a few chapters...

Duration:00:54:03

Ep. 3 Setting Intentions and Channeling the Competitive Spirit ft. Chase Crump, CFP®, Partner & Wealth Advisor at WFA

8/1/2021
“Life is bigger than just what we do." Thanks for joining us in the War Room Huddle studio to welcome Chase Crump, CFP®, Partner and Wealth Advisor at WFA. Chase is a heart forward advisor who brings a tremendous amount of authenticity to the profession. Chase is a champion of caring; he cares about how people feel and carries a tremendous amount of empathy for others. He has a way of uplifting his spirit to set his mind in the right place every single day. As we shared in the last War...

Duration:00:37:13

Ep. 2 Focusing On Tech, Community, & What Matters Most ft. Dany Martin, MBA, Partner & Wealth Advisor at WFA

7/31/2021
“Feed your mind, feed your soul, just always be open to learning new things.” Today we’d like to welcome Dany L. Martin, MBA, Partner and Wealth Advisor at WFA, to this episode of War Room Huddle. Dany is social media savvy, community driven, and has a keep moving forward attitude that makes him an innovator in our industry. “Feed your mind, feed your soul, just always be open to learning new things,” Dany says. Most recently, Dany was named to InvestmentNews' 40 Under 40 Class of 2021,...

Duration:00:45:47

Ep. 1 Get Comfortable Being Uncomfortable ft. Bobby White, Founder of RFG Advisory

7/29/2021
“Fear only will slow you down. Fear will only make you hesitate.” Welcome to War Room Huddle, the podcast for independent financial advisors who want to crush everything and take their A-game to the next level. This episode is brought to you by RFG Advisory with your host Shannon Spotswood and Bobby White, Founder and CEO of RFG Advisory as guest. Bobby White is our fearless leader, devoted to helping advisors pursue their dreams and maximize the value of their independent...

Duration:01:02:55