Business growth tends to be a frequently cited priority for RIAs, but firm leaders sometimes struggle with building a team that can help position their firm for growth. They're focused on non-revenue generating tasks instead of surrounding themselves with talent that can help them build an intentional growth strategy, according to Shannon Spotswood, CEO of RFG Advisory. In this episode of the Synergize podcast, Spotswood joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to explore this common pain point for RIAs and potential ways to drive organic growth. Listen as they explore: ● Some of the hard decisions RIAs may need to make about how they spend their time ● Key questions RIAs should consider answering honestly if they want to grow ● Practical steps to think about when onboarding new talent Subscribe now, and connect with us on social media: ● YouTube [https://www.youtube.com/@TradePMR] ● LinkedIn [https://www.linkedin.com/company/tradepmr/mycompany/] ● Facebook [https://www.facebook.com/TradePMR/videos] Get the transcript for this episode, with sources, at https://synergizepodcast.com/. About Shannon Spotswood Shannon is CEO of RFG Advisory, a platform that provides a range of support services designed to help independent advisors grow their businesses. Before joining RFG Advisory, Shannon spent 20 years in institutional finance serving as a Portfolio Manager and Director of Long-Only Equity Strategies for San Francisco-based hedge fund Symphony Asset Management, and as an Investment Banker with Volpe Brown Whelan & Co. She was named a 2020 Women to Watch Honoree by InvestmentNews. Shannon Spotswood and RFG Advisory are not affiliates of TradePMR. More About Shannon: LinkedIn:https://www.linkedin.com/in/shannonspotswood/ Website: https://rfgadvisory.com/meet-our-team/ If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a member of FINRA and SIPC. TradePMR, Inc. is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. Trade-PMR, Inc. is a subsidiary of Robinhood Markets, Inc.