War Room Huddle
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.
Episodes
19 episodes
EP 19: The Truth About Being an Independent Financial Advisor ft. Steve Spaeth, CFP®
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 recen...
•
Season 1
•
Episode 19
•
30:19
EP 18: Becoming Your Own Personal Legend Ft. Jody Bluitt, Wealth Advisor at WFA- Plan Invest Inspire
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 ...
•
Season 1
•
Episode 18
•
36:16
EP 17 Become Obsessed with Change with Bobby White, CEO of RFG Advisory and Navy SEAL Dom Raso
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.
•
Season 1
•
Episode 17
•
47:59
EP 16 Executing a Clearly Defined Mission of Resiliency Ft. Eddie Gallagher, Retired United States Navy SEAL
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 disruptionIn ...
•
Season 1
•
Episode 16
•
33:20
Ep. 15 How to be Prepared for the Industry’s Succession Crisis Ft. Rick Wedell, CIO at RFG Advisory
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 ...
•
Season 1
•
Episode 15
•
1:09:49
Ep. 14 The Ultimate Balance: Optimizing Your Time to Do What You Love ft. Ethan Campbell, Owner & Financial Advisor at Stones River Wealth Management
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 ...
•
Season 1
•
Episode 14
•
57:52
Ep. 13 A Honey Hole for Advisors Working with Business Owners Before They Sell ft. Zane Tarence, Managing Director at Founders Advisors
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 ...
•
Season 1
•
Episode 13
•
58:12
Ep. 12 How to Build a High-Performing Team ft. Matt Hottle, Co-Founder of Redhawk Advisory
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 V...
•
Season 1
•
Episode 12
•
1:10:39
Ep. 11 When Two Worlds Collide ft. Nate Reynolds, Financial Advisor at the Billings Group
“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 backgrou...
•
Season 1
•
Episode 11
•
36:01
Ep. 10 Changing How You Communicate with Clients ft. Josh Kilsch, Financial Advisor at Billings Group
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 pa...
•
Season 1
•
Episode 10
•
32:44
Ep. 9 Be Intentional About Growing Your Practice ft. Lance Billings, Founder & Financial Advisor at The Billings Group
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, ...
•
Season 1
•
Episode 9
•
34:13
Ep. 8 Take a Seat on the Rocket Ship ft. Rick Wedell, CIO of RFG Advisory
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...
•
Season 1
•
Episode 8
•
36:47
Ep. 7 The True Impact of "The Golden Rule" ft. Mark Green, CEO, Founder, President of GFG Wealth Advisors
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, M...
•
Season 1
•
Episode 7
•
38:31
Ep. 6 Finding the Other Side of Fear ft. Chris Cipolla, CFP®, CDFA®, Wealth Advisor at RFG Advisory
"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'...
•
Season 1
•
Episode 6
•
27:06
Ep. 5 Faith and Professional Life, Together ft. Mark Dutram, CPWA®, CFP®, AEP®, President of BayView Private Wealth
"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
•
Season 1
•
Episode 5
•
30:31
Ep. 4 Thinking About the Future ft. Dany Martin, MBA and Chase Crump, CFP® of WFA
“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 C...
•
Season 1
•
Episode 4
•
54:03
Ep. 3 Setting Intentions and Channeling the Competitive Spirit ft. Chase Crump, CFP®, Partner & Wealth Advisor at WFA
“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 authen...
•
Season 1
•
Episode 3
•
37:13
Ep. 2 Focusing On Tech, Community, & What Matters Most ft. Dany Martin, MBA, Partner & Wealth Advisor at WFA
“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, comm...
•
Season 1
•
Episode 2
•
45:45
Ep. 1 Get Comfortable Being Uncomfortable ft. Bobby White, Founder of RFG Advisory
“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 br...
•
Season 1
•
Episode 1
•
1:02:55