Best RFG Advisory Podcasts (2024)

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69: Rewind | Portfolio Manager of $18B Long/Short Hedge Fund to President of $4B+ Wealth Mgmt Platform, Shannon Spotswood President of RFG Advisory on the Power of the Pivot | How to Lead with Authenticity ... 1:11:04

2d ago1:11:04

1:11:04

Imagine, you’re a woman – one of very few women even in hedge funds. And you’ve got your dream job, a high-powered hedge fund manager for a double-digit billion specialist hedge fund. Now, imagine what it would take to give that up. Guts. That’s what. Today’s guest, Shannon Spotswood had the guts to make a major career change when she was at the to…

1
Growth Through Niche Expertise: Strategies for Building a Referable Advisory Business With Brian Haney (Ep. 485) 30:13

2d ago30:13

30:13

Question: How can you effectively build a niche-focused advisor brand that positions you as a thought leader and drives organic business growth? Answer: You start with this podcast episode. Matt Halloran is joined by Brian Haney — Founder and CEO of The Haney Company — to explore his battle-tested strategies for building a powerful brand within a n…

1
68: Rewind | Marketing Expert Samantha Russell of FMG on the Founder’s Journey from Bootstrap to Exit | Why Specialization is Powerful for Start-ups | What Digital Marketing Strategies Work Well in Financial ... 52:44

9d ago52:44

52:44

99% of fund managers are doing social media wrong. Stale and stagnate. Nobody wants that. How do you get to the 1% that stops the scroll? Put some fun back in your fund game. Today, Samantha Russell is coming on the show to teach you how to do just that. Not only has Samantha been named an investment news 40 under 40, a Think Advisor Luminary, and …

1
Master Marketing With the Two-Toed Sloth Strategy With Kalli Fedusenko (Ep. 484) 27:07

7d ago27:07

27:07

Channel your inner two-toed sloth. Bet that’s the first time you’ve heard that advice. In this episode of the Top Advisor Marketing Podcast, host Matt Halloran talks to Kalli Fedusenko from Kalli Collective about the importance of a strategic — and a patient — approach to marketing, much like the slow and deliberate movement of a two-toed sloth. Sh…

1
67: How to Melt the Ice with Vibe Management | Story Snacks Series 7:08

7d ago7:08

7:08

Break the ice in style. Ever walk into a meeting with analysts who seem more like untouchable statuses than people? This episode of Story Snacks makes it easier to break the ice, ease the tension, and get even the most reserved analysts to open up. You can be the “hype man” (or woman) of your meetings and set the tone for success. Here’s how: Embra…

1
66: Rewind | CEO of a $400B Fund Admin Gary Tenkman Shares His Journey From Blue Collar Roots to White Collar Boardrooms | How He Manages Being an Introvert as a CEO | What Specialization Means As You ... 44:00

16d ago44:00

44:00

How did Gary Tenkman go from a first-generation college graduate who felt like a fish out of water in finance to CEO of Ultimus Fund Solutions, a $475+ AUI award-winning fund? It sure wasn’t easy. It took grit. It took being willing to get uncomfortable, fail, and learn (rinse, repeat). Grab your headphones and get ready for a backstory chock-full …

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The Power of Authenticity: How to Differentiate Your Advisory Firm with Alternative Investments With Shana Sissel (Ep. 483) 27:38

10d ago27:38

27:38

How do you truly stand out in a crowded and competitive industry? In this episode of the Top Advisor Marketing Podcast, host Matt Halloran interviews Shana Sissel, the “Queen of Alternatives” and CEO of Banríon Capital Management. She opens up about the challenges she has faced as a successful woman in a male-dominated industry, sharing how she has…

1
65: What to Do When Your Fund Manager Isn’t Great at Storytelling | Story Snacks Series 8:01

17d ago8:01

8:01

Great with numbers but suck at storytelling? No worries. On this episode of Story Snacks, we’re helping sales and marketing teams step up, take the reins, and make sure everyone in the room looks like a rockstar–especially when the fund manager isn’t a natural storyteller. Listen in as Stacey covers: How acknowledging that not everyone is a natural…

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64: Navigate Crowded Meetings Like a Pro | Story Snacks Series 6:24

14d ago6:24

6:24

1:1 meeting turned into a 10-person panel? Don’t freak out. This episode of Story Snacks is your go-to guide for managing meetings when the room (or Zoom) is packed. Stacy covers how to maintain control, keep the conversation flowing naturally, and avoid dreaded awkward silences. Listen in to learn more about: Preparing like a pro Identifying your …

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63: Rewind | From Startup to $5B+ to Startup Again, Award-Winning Fund Mgr Simon Evan-Cook on Storytelling in Investments | Why He’ll Take Qualitative Over Quantitative Due Diligence | What (Really) Defines ... 58:07

23d ago58:07

58:07

UK’s award-winning fund manager Simon Evan-Cook was a senior member of the Premier Miton Multi Asset team, which managed over $5B. He’s now establishing the Downing Fox Fund Range at Downing LLP in London. In this episode, Simon and Stacy discuss: His backstory: from taking a load of jobs he disliked to discovering a love for writing, which brought…

1
From Jockey to Financial Advisor: A Blueprint for Niche Success With Billy Peterson (Ep. 482) 28:50

17d ago28:50

28:50

You’ve heard the advice a hundred times before, but knowing what to do is not the same as knowing how to do it. So, how can you effectively leverage niche marketing and personal branding to grow your financial services firm and establish credibility with clients? In this episode, Matt Halloran is joined by Billy Peterson — president of Peterson Wea…

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62: Job and Brand Stories: One Size Fits All? | Story Snacks Series 7:27

18d ago7:27

7:27

Can you have different stories for different strategies? What about brand stories for each niche? This episode of Story Snacks dives into the nuances of crafting job stories that fit distinct strategies and market segments. Stacy breaks down why one size doesn’t fit all, and how you can tailor your narrative for maximum impact. This is Story Snacks…

1
61: The Art of Leaving a Voicemail | Story Snacks Series 7:09

21d ago7:09

7:09

The perfect voicemail is calling…it’ll make you wish you picked up! Voicemail is one of the most powerful tools to keep in your prospecting arsenal, and if you aren’t convinced, this episode of Story Snacks might change your mind. Stacy is cracking open the secrets to leaving a voicemail that grabs attention and actually gets you a call back. You’l…

1
60: Rewind | Dan Mikulskis on The State of Story in the Fund Industry | Why Fund Mgrs Need to Differentiate (For Real) | How Allocators Influence the Future for Boutiques 58:58

23d ago58:58

58:58

Dan Mikulskis helps wealth managers and pension funds make better decisions. He meets with hundreds of asset managers every year. Get perspectives from the other side of the table and the other side of the pond. In this episode, Dan and Stacy discuss: His backstory: From growing up in a family of mathematicians, to investment consulting, to writing…

1
Stop ‘Podcast Guessing’: How Advisors Can Succeed at Podcast Guesting With Tom Schwab (Ep. 481) 32:42

24d ago32:42

32:42

Do you want to turn your podcast appearances into more business wins? You shouldn’t have to guess your way to success. Get insider tips on how to strategically attract your dream clients and grow your influence with guesting. In this episode, Matt Halloran talks to Tom Schwab — co-founder of Interview Valet — about how to leverage podcast guesting …

1
59: To Niche or Not to Niche | Story Snacks Series 6:53

25d ago6:53

6:53

Want to tell your story in a way that connects to your future vision? Stop worrying that niching down might box you in. In this episode, Stacy helps you weave your past into your present and future to make sure your story resonates. Plus, let’s debunk myths around niching down–hint: it doesn’t mean saying no to great opportunities. Tune in to hear …

1
58: How to Lead A Meeting Without A Pitch Deck | Story Snacks Series 7:49

28d ago7:49

7:49

You can ditch PowerPoint and still own the room. In fact, running a killer meeting is usually easier than the gurus and motivational speakers might tell you. Whether you’re facing an allocator who insists on seeing the presentation beforehand or navigating an awkward silence before kick-off, Stacey’s got you covered. In this episode, Stacy covers: …

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57: Rewind | Value Investing Specialist Sean Peche of Ranmore Funds on Building a Boutique After Years at $35B Bigs | How Boutiques Will Win with a Different Playbook (and LinkedIn Is In It) | Why Numbers ... 1:04:03

1M ago1:04:03

1:04:03

Let’s be real: boutique building is no walk in the park; it's a rollercoaster of gutsy moves and unexpected comebacks. Today, we’re sitting down with a guest who knows all about that. Meet Sean Peche, a value investing specialist who's transitioned from the $35B big leagues to crafting his own firm. In this episode, Sean and Stacy unpack: His Backs…

1
Transitioning to Independence: How RFG Advisory Makes it Easier With Abby Salameh (Ep. 480) 28:46

1M ago28:46

28:46

Thinking about transitioning to a new broker-dealer or becoming fully independent? You’re not alone. Financial services is an industry constantly on the move. But what exactly do you need to consider and do? In this episode, Matt Halloran welcomes Abby Salameh — Chief Growth Officer at RFG Advisory — to explore the support RFG provides to advisors …

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56: How Much Detail Does Your Backstory Really Need? | Story Snacks Series 5:56

1M ago5:56

5:56

Your backstory isn’t as cut and dry as your resume, but It’s not quite a full look at your diary, either. If you want to craft a compelling backstory, you have to find the sweet spot between these two extremes. And that’s exactly what Stacy is walking you through in this episode. Listen in as she breaks down: How much should you share, and to what …

1
55: The Secret to Booking More Meetings with Investors | Story Snacks Series 7:22

1M ago7:22

7:22

Want to book more meetings for your fund? It’s time to face the music. Cold intro emails are out. A relationship-first approach is in. Take it from Stacy (and her clients at Havener Capital), who are using the exact strategy she’s laying out in this episode to book meetings with investors who are primed to say yes. Listen in as today as Stacy cover…

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54: Rewind | The Psychology of Sales w/ Dr. Daniel Crosby and Stacy Havener | The Scientist & The Storyteller | Why Typical Fund Managers Tell Terrible Stories (and How to Make Sure You Nail Your Narrative ... 51:21

1M ago51:21

51:21

Dr. Daniel Crosby, a behavioral psychologist, is back and ready to tell you the cold, hard truth about why your brain might be sabotaging your storytelling game. Listen in as he and Stacy discuss: Why our brains cling to conformity, killing our chances of standing out Why linear stories put people to sleep and how mastering the ‘peak-end’ rule will…

1
Momentum Marketing: How to Grow Your Business Like Your Clients Grow Their Portfolios (Ep. 479) 34:58

1M ago34:58

34:58

To beat the market, you’ve got to buy and hold. To win at marketing… you need to do the same thing. Marketing, like investing, should be approached with a long-term perspective, focusing on building “marketing equity” through consistent efforts that compound over time. It is NOT a quick fix. In this special replay episode, Matt Halloran and Kirk Lo…

1
53: Why a Founder’s Backstory Matters–Even for Firms Managing Billions | Story Snacks Series 6:47

1M ago6:47

6:47

Introducing Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in less than 20 minutes per week! Listen in today as Stacey answers every established firm’s burning question, “Who cares about the founder?” Plus, learn: Why a founder’s backstory matters–even for firms managing billions How t…

1
52: $520 Million Frontier & Emerging Markets Specialists Jonathan Binder and Charlie Cassel Co-Founders of Consilium Investment Management | The Importance of High Conviction Strategies | Why Benchmarks ... 59:24

2M ago59:24

59:24

If you’ve been dismissing frontier markets because they seem “too risky,” you’re missing out on a treasure trove of alpha. Take it from Consilium CIO Jonathan Binder and CEO Charlie Cassel. For 13+ years, they’ve managed to beat EM benchmark indexes time and time again. In this episode, they share their playbook for successful FM investing and brea…

1
How to Confidently and Compliantly Leverage Client Testimonials With Whit Lanier (Ep. 478) 31:28

2M ago31:28

31:28

Pop quiz: Can advisors use client testimonials and online reviews as marketing tools while remaining compliant with SEC regulations? In this episode, Matt Halloran is joined by Whit Lanier — co-founder of Amplify Reviews — to talk about the regulations surrounding testimonials and how advisors can leverage them compliantly. Discover why client test…

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51: Modern Marketing for Investment Boutiques 52:56

2M ago52:56

52:56

Feel like your marketing is falling flat? You’re not alone. In 2024, most fund managers are facing the music. Outdated marketing tactics like sending PDF letters to investors just don’t cut it anymore. The good news? Embracing modern marketing can be simple and time and cost effective when you have the right game plan. Listen in today for Stacy’s m…

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How One Advisor Turned His Travel Into a Business Asset With DeAndre Coke (Ep. 477) 28:04

2M ago28:04

28:04

Quick question: Can having a seemingly unrelated “hobby” podcast actually benefit your financial services practice? Quick answer: You bet it can! In this episode, Matt Halloran talks to DeAndre Coke, a financial advisor who shares how his travel podcast, Revolutionizing Your Journey — though not directly related to finance — attracts clients who re…

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50: Private Credit Opportunities in an Undercapitalized Fast Growing Industry | Meet Altmore Co-founders Steve Ham and Patrick Kim Specialists with $300 Million in Cannabis Capital | Why More Family Offices ... 49:02

2M ago49:02

49:02

Cannabis capital curious? Steve Ham and Patrick Kim of Altmore Capital are here to show you the way. Although it has advanced considerably over the past half-dozen years, the U.S. cannabis industry remains full of complexities as it rapidly matures. That’s why today, Stacy and the Altmore team are covering: The current cannabis capital landscape Pr…

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Time is Money: Should You Outsource Your Podcast? (Ep. 476) 39:11

2M ago39:11

39:11

Podcasting: to outsource, or not to outsource. That is the question. And Matt Halloran and Kirk Lowe have the answer! From content creation and editing to marketing strategies and a complete cost-benefit analysis, they uncover every aspect you need to consider. Whether you’re debating between creating your own content or using ready-made solutions,…

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49: $500 Million Female Led Fund Team Within a $65 B Multi-Boutique | Small Cap Growth Specialist Rayna Lesser Hannaway of Polen Capital on Owning Your Story | Why Culture and Qualitative Matter | How ... 1:05:13

2M ago1:05:13

1:05:13

There’s nothing a woman in a power suit can’t do. Shake up a male-dominated industry? Check. Redefine leadership? Check. Inspire generations to come? Check. In this episode, Rayna Lesser Hannaway shares her inspiration for doing all of the above. Listen as Rayna and Stacy discuss: • Her backstory– from looking up to her fierce, go-getter lawyer mom…

1
Attract Ideal Clients by Being Your Non-Negotiable You With Angie Wisdom (Ep. 475) 25:46

2M ago25:46

25:46

Be your own loud. The non-negotiable you.By Matt Halloran, CRO at ProudMouth

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48: $4B RIA Platform Chief Behavioral Officer Brendan Frazier of RFG Advisory on the Power of People First | How Listening More Will Get You More Meetings | Why Salespeople Need to Drive Toward No 1:04:46

3M ago1:04:46

1:04:46

Most boutique firms strive to raise more funds and stay ahead of market trends. But they lack one key ingredient that the bigs have in their back pockets– behavioral finance expertise. Today, Brendan Frazier, Chief Behavioral Officer of the $4B RIA platform RFG Advisory, is here to level the playing field. Listen in as he and Stacy discuss: The uni…

1
Scale Your Practice and Reclaim Your Life With Stephanie Bogan (Ep. 474) 28:11

2M ago28:11

28:11

Is it possible to experience exponential growth and still prioritize joy, freedom, and impact?By Matt Halloran, CRO at ProudMouth

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JB O'Banion of Titleist Asset Management on RIA Stories 28:21

3M ago28:21

28:21

This episode of RIA Stories features Titleist Asset Management's co-founder JB O'Banion. Titleist Asset Management is focused on providing advisors true freedom and independence. They provide advisors access to top-tier clearing and custody, industry-leading technology and access to a team of investment professionals who specialize in securities an…

1
47: $83B Investment Strategist Doug Huber of Wealth Enhancement Group on the Evolution of Manager Research | Balancing the Binary in Investment Management | Why Qualitative Matters in Due Diligence 51:32

3M ago51:32

51:32

Fund buyers know investing is more of an art than a math equation. Not convinced? After listening to this interview with Doug Huber, VP of Investment Strategy at Wealth Enhancement Group, you will be. Get a glimpse inside the mind of an allocator in part 3 of our Ask an Allocator series, where Stacy and Doug discuss: His Backstory – from car fanati…

1
Stop Guessing: Craft a Winning Content Strategy By Surveying Your Clients With Hillary Gale Meehan(Ep. 473) 27:01

3M ago27:01

27:01

You know you need a content strategy. But where do you begin?By Matt Halloran, CRO at ProudMouth

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Shannon Spotswood of RFG Advisory on RIA Stories 1:07:15

3M ago1:07:15

1:07:15

Advisors who partner with RFG have access to their award-winning platform built for independent Advisors. This gives advisors the freedom to do what they do best: serve clients the way they have always wanted to. On this installment of RIA Stories, RFG Advisor President Shannon Spotswood walks through their value proposition with Jay Coulter. Downl…

1
46: Can Global Giants and Focused Specialists Co-Exist? | $500B Industry Think Tank CEO Dani Hristova of the Independent Investment Management Initiative on Building a Successful Boutique | Why Story is ... 56:53

3M ago56:53

56:53

There's room for everyone at the table in the fund world—not just the bigs, but have fund buyers gotten the memo? Thanks to champions like Dani Hristova, who are relentless about spotlighting the underdogs, fund buyers can thrive. As CEO of the Independent Investment Management Initiative–a networking group representing 45 firms and $500B in assets…

1
How to Deepen Client Relationships and Help Families Thrive with Tim Volk (Ep 472) 29:02

3M ago29:02

29:02

Are the ultra-wealthy just like the rest of us? Depends on whom you ask. How can financial advisors better serve their clients by addressing the human element of wealth, particularly within ultra-high-net-worth families? They listen to Tim Volk.By Matt Halloran, CRO at ProudMouth

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45: $700 Million Small Cap Credit Fund Manager Hunter Hayes of Intrepid Capital on Building a New Strategy Within a Successful Boutique | How Owning Your Different Unlocks Growth | Why Specializing is ... 58:51

3M ago58:51

58:51

If your analytical brain needs FACTS to back up the power of left-brain growth tactics, you’re in luck. Today's guest, Hunter Hayes, combines his classical piano training with impressive business sense, showing that there’s real power in combining art and science to edge ahead in the fund world. In this episode, he and Stacy discuss: His journey fr…

1
How To Find and Maintain Strong Business Partnerships With Dana L. Wilson (Ep. 471) 29:32

3M ago29:32

29:32

Financial services is a competitive industry. We all know that. But here’s the thing: there are many seats at the table. Amazing things can happen for your business when you collaborate with other professionals (think CPAs and estate planning attorneys).If you want tips on choosing the right partners and keeping all parties accountable, keep readin…

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44: $1.5B RIA Founder Chad Willardson of Pacific Capital on Entrepreneurship | How Your Authentic Story Can Fuel Growth | Why Mindset in Money Matters 48:09

4M ago48:09

48:09

The impressively bold mindset that drove Chad Willardson to leave behind a million-dollar salary and a top 1% client base to build his own firm from scratch is the same mindset that grew his firm to $1.5B AUM and earned him the status of 5X bestselling author. In fact, Chad’s story is proof that thinking like an entrepreneur can take you far in the…

1
3 Ways To Prevent Podfade (Ep. 470) 35:19

3M ago35:19

35:19

Many advisors start strong with their marketing but then struggle to keep the momentum going.With podcasting, it starts with missing one episode. Then, a couple more. Finally, the podcast comes to a complete standstill — aka podfade.By Matt Halloran, CRO at ProudMouth

1
Animal Farm and Your Career 5:40

4M ago5:40

5:40

George Orwell's "Animal Farm" is a timeless classic, a satire that uses a farm and its rebellious animals to explore complex political dynamics and human nature. This podcast looks at the allegory of "Animal Farm" and applies it to the RIA business? This is from a recent Saturday Note. Please leave your comment here: https://www.linkedin.com/pulse/…

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43: $4B Boutique Co-Founder Rodney Herenton of Channing Capital Management on Building a Platform of Specialists | The Importance of Legacy in Asset Management | Why Differentiation is the Future | “Meet ... 50:59

4M ago50:59

50:59

With a $70 million seed investment and a vision, Rodney Herenton and his co-founder Wendell Mackey launched Channing Capital Management. This isn’t your typical startup story. This episode is a masterclass on differentiation, defying the odds, and the power of effective collaboration. Listen in as Rodney and Stacy discuss: ● The birth of Channing C…

1
How to (Finally) Get Your Content Marketing Off the Ground With Jorrell Bland (Ep. 469)

4M ago

—

You may see some advisors creating amazing content and think, “Ugh, I’ll never get there.” Or maybe you believe you can get there one day, but procrastination always gets in the way.Either way, the problem seems to be getting started.By Matt Halloran, CRO at ProudMouth

1
Rob Sandrew of Integrated Partners on RIA Stories 1:08:29

4M ago1:08:29

1:08:29

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. They offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and forty-one advisors, one hundred and twenty-seven CPAs and forty regional offices across the United States, Integra…

1
42: $4B Family Office Co-Founder Khaled Said on Entrepreneurship | Why Story Is a Differentiator | How Collaboration, Creativity, and Courage Are Key to Serving Clients Well 1:02:05

4M ago1:02:05

1:02:05

The second generation in wealthy families could choose a safe path within the family business. But today's guest, Khaled Said, dared to pave his own way, co-founding Capital Generation Partners, a $4B London-based family office. While his choice to take the leap paid off, he didn’t gain success overnight. His backstory is filled with twists and tur…

1
Start a Podcast To Become the Go-To Advisor in Your Niche With Mark Hansen (Ep. 468) 37:25

4M ago37:25

37:25

Let’s say your clients are ecstatic to be working with you. They’re so fired up about the problems you’re helping them solve, that they’re telling their neighbors, colleagues, and friends about you. But that’s where it stops. Very few, if any, of these people reach out. How can you move them from neutral to drive?…

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