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Shannon Spotswood

Chief Executive Officer

RFG Advisory

Birmingham, Alabama


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
RFG Advisory
Industry
financial services
Employees
210.0
Seniority
C suite
Annual Revenue
17000000.0
Latest Funding
Other

Technologies

Salesforce Outlook Atlassian Cloud React Redux Hubspot Google Dynamic Remarketing DoubleClick WordPress.org Mobile Friendly Google Tag Manager Vimeo DoubleClick Conversion MouseFlow Google Font API Typekit Linkedin Marketing Solutions Node.js IoT Android Flutter SharePoint Basis Python

Keywords

independent ria financial advisor solutions transition services practice management client service associates marketing support business development investment management solutions technology stack back office solutions cybersecurity solutions compliance assistance strategic coaching advisor growth programs fractional support digital marketing automation wealth management technology client acquisition operational efficiency human resources support administrative support client relationship management financial planning tools investment solutions client onboarding solutions asset mapping services advisor training behavioral finance programs organic growth strategies brand development investment advisory services financial podcasts educational resources community building financial reporting tools data analytics portfolio management regulatory compliance tax management strategies custom wealth solutions financial market analysis advisor marketing strategies concierge services alternative investments brand launch support performance tracking tools client engagement technology creative services for advisors b2b investment management financial services

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