Episode description
Tune in to hear:
- What about the investment world clicked for Shannon, and drew her in, at such a young age?
- Did Shannon start out as an analyst for a hedge fund manager or how did her career unfold?
- Was it a difficult decision for Shannon to pivot from investment banking to managing a more DIY retail business?
- What does RFG focus on in-particular and what did they win a “wealthie” award for?
- Shannon built RFG in Alabama. How did she settle on such an unconventional place to build out her world class platform?
- What would the culture and team makeup look like for the “RIA of the future?”
- What does the tech stack look like for the RIA of the future?
- How will the RIA of the future address longevity risk?
Compliance Code: 2084-OAS-11/1/2022