Many independent financial advisors face the same frustrating reality: outdated technology, disconnected processes, and little real support. As a result, advisors waste valuable time managing systems instead of focusing on their clients.

Shannon Spotswood, CEO of RFG Advisory, believes independent advisors deserve better. In her view, the future of wealth management belongs to firms that empower advisors with the tools, resources, and guidance to grow — without all the friction.

The Tools Independent Advisors Actually Need
Outdated tech holds firms back. Therefore, advisors need modern, seamless tech stacks designed to simplify their day-to-day operations. From CRMs to portfolio management systems, every platform should integrate easily and work together. Ultimately, technology should work for the advisor — not the other way around.

Centralized Operations That Put Clients First
It’s no secret that great advisors want to focus on building relationships — not wrestling with spreadsheets and inefficient processes. That’s why centralizing operations is so critical. With the right structure in place, firms can reduce administrative headaches and help advisors spend more time where it matters most: with clients.

Support That Matches Their Vision
Of course, every advisor has a different vision for their business. That’s exactly why marketing support, coaching, and operational resources should be personalized to help them grow their way. Instead of forcing advisors into rigid platforms, leading firms provide flexibility and partnership.

In short, the best advisors aren’t just looking for a tech provider — they’re looking for a partner who helps them succeed.

These insights are inspired by the Next Mile podcast featuring Shannon Spotswood, CEO at RFG Advisory. Listen to the full episode here and explore more articles in this series.