Shannon Spotswood (Live from Fuse in Park City)

Standard Deviations with Dr. Daniel Crosby

תוכן מסופק על ידי Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby או שותף פלטפורמת הפודקאסט שלו. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

1+ y ago 49:56

MP3•בית הפרקים

Tune in to hear:

- What about the investment world clicked for Shannon, and drew her in, at such a young age?

- Did Shannon start out as an analyst for a hedge fund manager or how did her career unfold?

- Was it a difficult decision for Shannon to pivot from investment banking to managing a more DIY retail business?

- What does RFG focus on in-particular and what did they win a “wealthie” award for?

- Shannon built RFG in Alabama. How did she settle on such an unconventional place to build out her world class platform?

- What would the culture and team makeup look like for the “RIA of the future?”

- What does the tech stack look like for the RIA of the future?

- How will the RIA of the future address longevity risk?

Compliance Code: 2084-OAS-11/1/2022

https://rfgadvisory.com

https://twitter.com/sspotswoodrfg

287 פרקים