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?

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