top of page
Search

Shannon Spotswood of RFG Advisory on RIA Stories

Updated: Dec 2, 2024



Advisors who partner with RFG have access to their award-winning platform built for independent Advisors. This gives advisors the freedom to do what they do best: serve clients the way they have always wanted to.


On this installment of RIA Stories, RFG Advisor President Shannon Spotswood walks through their value proposition with ‪Jay Coulter‬.


Download the Resilient Advisor RIA Due Diligence Guide: http://riastories.com



Comments

3.png
2864 Johnson Ferry Rd; Suite 200
Marietta, GA 30062
  • X

© 2026 Resilient Advisor

​

Resilient Advisor is a business consulting, coaching, and educational media company owned and operated by Jay Coulter. Resilient Advisor is a separate business from Titleist Asset Management, LLC and Titleist Capital, LLC. Resilient Advisor is not a registered investment adviser or broker dealer and does not provide investment advisory, securities brokerage, legal, tax, or accounting services.

​

Jay Coulter serves as Chief Executive Officer and Chief Investment Strategist of Titleist Asset Management, LLC and is an investment adviser representative of the firm. Any investment advisory services provided by Jay Coulter, and any related investment advisory client relationships, are offered and maintained exclusively through Titleist Asset Management, LLC under a separate written advisory agreement. Visiting this website, subscribing to its content, participating in a Resilient Advisor coaching program, or communicating with Resilient Advisor does not create an investment advisory relationship with Jay Coulter or Titleist Asset Management.

​

Titleist Asset Management, LLC is registered with the Securities and Exchange Commission as an investment adviser. Registration with the SEC does not imply a particular level of skill, training, or endorsement by the SEC. Titleist Capital, LLC, an affiliate of Titleist Asset Management, is registered with the SEC as a broker dealer and is a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation.

The information provided through this website, including articles, podcasts, videos, newsletters, tools, presentations, and coaching materials, is intended solely for general educational and business consulting purposes. Discussions of investment management, financial planning, markets, securities, or financial strategies should not be interpreted as individualized investment advice or as a recommendation to buy, sell, or hold any security. Nothing on this website constitutes an offer or solicitation for investment advisory or brokerage services.

​

Information presented on this website is based on sources believed to be reliable, but its accuracy, completeness, and timeliness are not guaranteed. Opinions and information may change without notice. Any references to past results, business outcomes, or investment performance do not guarantee future results.

​

Titleist Asset Management and Resilient Advisor do not provide legal or tax advice. Please consult an attorney, tax professional, or other appropriately qualified professional regarding your individual circumstances.

bottom of page