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Billion Dollar Backstory
Trailer
Bonus
Episode 69
Season 1
69: Rewind | Portfolio Manager of $18B Long/Short Hedge Fund to President of $4B+ Wealth Mgmt Platform, Shannon Spotswood President of RFG Advisory on the Power of the Pivot | How to Lead with Authenticity | Why Your Personal Brand is an Asset
Imagine, you’re a woman – one of very few women even in hedge funds. And you’ve got your dream job, a high-powered hedge fund manager for a double-digit billion specialist hedge fund.
Now, imagine what it would take to give that up.
Guts. That’s what. Today’s guest, Shannon Spotswood had the guts to make a major career change when she was at the top of her game. She did something unheard of and it paid off.
Shannon is one of the only people I know to go from one side of the table in the investment world to the other and do so with style, grace, and massive success. That’s why I can’t wait for you to hear from her as we discuss:
- Her backstory – from a 14-year old girl already dreaming of working on Wall Street to making her place in this male-dominated industry
- The breaking point that led her to step away from her dream job and finance altogether
- How that break reenergized her and redirected her back to the investment world where she found true passion and purpose at RFG
More about Shannon:
Shannon is President of RFG Advisory, a $4.5B wealth management platform who just took on an equity partner with a vision of revolutionizing the game. RFG was built by entrepreneurs for entrepreneurs – advisors who have a touch of rebel in their DNA.
Want More Help With Storytelling?
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Resources mentioned in this episode:
Books: The Hard Thing About Hard Things, Ben Horowitz | Powerful, Patti McCord | Atomic Habits, James Clear | The Power of Now, Eckhart Tolle
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Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership