On this episode of The CX Show, our co-founder and CEO, Dan Michaeli, sits down with Shannon Spotswood, president of RFG Advisory, a professionally managed hybrid RIA dedicated to supporting advisors and their clients best intentions.
CX Show: Conversations on Customer Experience
Miscellaneous
On this episode of The CX Show, our co-founder and CEO, Dan Michaeli, sits down with Shannon Spotswood, president of RFG Advisory, a professionally managed hybrid RIA dedicated to supporting advisors and their clients best intentions.