show episodes
 
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.
 
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show series
 
We’re back with another episode of War Room Huddle! Today, we are joined by Steve Spaeth, CFP®, Founder and CEO of River Oak Asset Advisory out of Cincinnati, OH. Steve recently marked his one-year anniversary of going independent after leaving a billion-dollar self-built business in the wirehouse channel. Reflecting on his more than 28 years in we…
 
Welcome back to another episode of War Room Huddle! Today, we are joined by Jody Bluitt, Wealth Advisor at WFA in Shreveport, Louisiana. Recently, Jody's leadership earned him the honor of being named a finalist for the ThinkAdvisor LUMINARIES Class of 2022 in the category of Community Service and the advisory board of the Shreveport-Bossier Africa…
 
Welcome back to another episode of Become a Warrior Advisor! A podcast that seeks to provide turnkey solutions, analyzing ​​actionable tactics, guidance, and the tools to survive and thrive during periods of uncertainty and disruption. In this episode, Founder and CEO of RFG Advisory Bobby White and Navy SEAL Dom Raso discuss all things obsession, …
 
Welcome back to another episode of Become a Warrior Advisor! A podcast that seeks to provide turnkey solutions, analyzing ​​actionable tactics, guidance, and the tools to survive and thrive during periods of uncertainty and disruption In this episode, Founder and CEO of RFG Advisory Bobby White and Navy SEAL Dom Raso discuss all things obsession, c…
 
Rick Wedell Is Chief Investment Officer at RFG, and he’s back in War Room Huddle with Shannon Spotswood, President of RFG. Together they tackle one of the biggest challenges in the industry—how to be prepared for a succession crisis. They also identify widely held misconceptions about valuation, deal structures, and everything else in between for a…
 
Welcome Ethan Campbell to this episode of War Room Huddle! Ethan is Owner & Financial Advisor at Stones River Wealth Management, a financial planning practice that helps clients grow their assets, mitigate risk, create a lifelong plan, and be confident about their financial future. Ethan is a 2012 graduate of Middle Tennessee State University with …
 
Welcome Zane Tarence to this episode of War Room Huddle! Zane is a managing director at Founders Advisors, a middle market boutique investment bank headquartered here in Birmingham, Alabama. As a boutique investment bank, they aren’t trying to be everything for all people. Zane helps run the technology practice for Founders Advisors, and he sits at…
 
Welcome Matt Hottle to this episode of WRH. Matt Hottle is the Co-Founder of Redhawk Advisory, and Managing Partner of the Alabama Futures Fund, an early stage VC fund that is driving entrepreneurialism and economic development right here in the state of Alabama. Matt has held several operating positions where he was deep in the trench in a lot of …
 
“It was very challenging, but the energy and the drive and the passion you felt there from both Bobby and Dom and the other guys there was just incredible.” Challenge yourself and change how you communicate with clients. After a background in the U.S. Army, Nate Reynolds dove headfirst into working with his father-in-law as a Financial Advisor at B…
 
This War Room Huddle episode with guest Josh Kilsch, Financial Advisor at the Billings Group, dives into why succession planning is a necessity, how to build your practice for the future, and how to take ownership of your life no matter what path you’re on. From a very young age, Josh was called to the importance of communication and compassion, th…
 
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 …
 
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 no…
 
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 …
 
"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, wh…
 
"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 p…
 
“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 o…
 
“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 o…
 
“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 y…
 
“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. …
 
This episode is a bit fun, as we recorded it this summer during the San Diego County Fair, well before we knew that WZ Productions, LLC was going to be our 2018 Barham Award winner. William Zakrajshek is the founder of Out at the Fair, a family-friendly, all-day festival celebrating the Lesbian, Gay, Bisexual, Transgender, Queer/Questioning, Inters…
 
The Minnesota State Fair sees almost 2 million people over its 12-day run and brings in $47 million in food gross. As License Administration Manager for the Minnesota State Fair, Dennis Larson manages the existing food contracts and determines what new foods will come to the fair each year. So whether you're wondering how milk & cookies are their t…
 
Rundown - 04/24/17 NWSL Week Two Headlines IWFL, WFA and USWFL Football News NPF College Draft Tonight And so much more on MyWSports Sports Sunday Follow Us on Social Media @MyWSports OUR MISSION To improve the media coverage, information provided and supports the growth of women's athletics. OUR VISION To provide a resource for women sports fans t…
 
Rundown - 04/10/17 Janine Van Wyk Joins the Program USA Hockey wins Gold in Worlds IWFL, WFA and USWFL Football News And so much more on MyWSports Sports Sunday Follow Us on Social Media @MyWSports OUR MISSION To improve the media coverage, information provided and supports the growth of women's athletics. OUR VISION To provide a resource for women…
 
Rundown - 04/03/17 South Carolina Wins 2017 NCAA Basketball Championship USA Hockey into Semis of World Championship Lexi Thompson Penalty Cost Her Title And so much more on MyWSports Sports Sunday Follow Us on Social Media @MyWSports OUR MISSION To improve the media coverage, information provided and supports the growth of women's athletics. OUR V…
 
Rundown - 03/27/17 USA Hockey Players Boycott NCAA March Madness LPGA and WTA Tournaments IWFL/WFA Season Preview w/ Backseat Coach & Gridiron Beautie And so much more on MyWSports Sports Sunday Follow Us on Social Media @MyWSports OUR MISSION To improve the media coverage, information provided and supports the growth of women's athletics. OUR VISI…
 
Rundown - 03/19/17 NWHL Regular Season Wrap up NCAA Hockey Frozen Four NCAA Basketball field of 61 set NWSL and WTA news And so much more on MyWSports Sports Sunday Follow Us on Social Media @MyWSports OUR MISSION To improve the media coverage, information provided and supports the growth of women's athletics. OUR VISION To provide a resource for w…
 
Rundown - 03/05/17 CWHL Clarkson Cup Finals NWHL Weekend Wrap up NCAA Hockey & Basketball Conference Tournaments LPGA and WTA news And so much more on MyWSports Sports Sunday Follow Us on Social Media @MyWSports OUR MISSION To improve the media coverage, information provided and supports the growth of women's athletics. OUR VISION To provide a reso…
 
Rundown - 02/19/17 NWHL Returns CWHL Regular Season Finale NCAA Hockey Bracketology LPGA Australian Open And so much more on MyWSports Sports Sunday Follow Us on Social Media @MyWSports OUR MISSION To improve the media coverage, information provided and supports the growth of women's athletics. OUR VISION To provide a resource for women sports fans…
 
Rundown - 02/05/17 NWHL Announces shortened Season NWSL and A+E Networks Partner in Historic Deal WNBA Free Agency sees EDD leave Chicago And so much more on MyWSports Sports Sunday Follow Us on Social Media @MyWSports OUR MISSION To improve the media coverage, information provided and supports the growth of women's athletics. OUR VISION To provide…
 
Starting in January 2017, MyWSports Founder Luis Sanchez, will provide daily updates on sports news and events in women's athletics every weekday Follow Us on Social Media @MyWSports OUR MISSION To improve the media coverage, information provided and supports the growth of women's athletics. OUR VISION To provide a resource for women sports fans to…
 
Starting January 2017, MyWSports Founder Luis Sanchez, will provide daily updates on sports news and events in women's athletics every weekday at 12pm ET. Follow Us on Social Media @MyWSports OUR MISSION To improve the media coverage, information provided and supports the growth of women's athletics. OUR VISION To provide a resource for women sport…
 
The second annual MyWSports Best of the Year episode will air Thursday 12/29/16 at 6pm ET. 2016 has been a historic year and we will count down the top moments as decided by you the fans and our staff here at MyWSports. The top players in over 10 leagues will be announced as well as some of the historic milestones accomplished throughout the year. …
 
Rundown - 12/12/16 National Women's Hockey League (NWHL) Canadian Women's Hockey League (CWHL) National Collegiate Athletic Association (NCAA) and Much More Follow Us on Social Media @MyWSports OUR MISSION To improve the media coverage, information provided and supports the growth of women's athletics. OUR VISION To provide a resource for women spo…
 
2016 NCAA Volleyball Tournament Tournament recap Sweet 16 Previews Follow Us on Social Media @MyWSports OUR MISSION To improve the media coverage, information provided and supports the growth of women's athletics. OUR VISION To provide a resource for women sports fans to access information and updates on their favorite leagues, teams and players. T…
 
Rundown - 12/05/16 USC Wins 2016 NCAA College Cup National Women's Hockey League (NWHL) Canadian Women's Hockey League (CWHL) National Collegiate Athletic Association (NCAA) and Much More Follow Us on Social Media @MyWSports OUR MISSION To improve the media coverage, information provided and supports the growth of women's athletics. OUR VISION To p…
 
Rundown - 11/21/16 National Women's Hockey League (NWHL) with Special Guests Tatiana Rafter & Ashley Johnston of the New York Riveters Canadian Women's Hockey League (CWHL) National Collegiate Athletic Association (NCAA) Ladies Professional Golf Association (LPGA) and Much More Follow Us on Social Media @MyWSports OUR MISSION To improve the media c…
 
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