June 28, 2022

Ep. 18 Becoming Your Own Personal Legend Ft. Jody Bluitt, Wealth Advisor at WFA- Plan Invest Inspire

RFG Advisory War Room Huddle Jody Bluitt

Welcome back to another episode of War Room Huddle! Today, we are joined by Jody Bluitt, Wealth Advisor at WFA in Shreveport, Louisiana. Recently, Jody’s leadership earned him the honor of being named a finalist for the ThinkAdvisor LUMINARIES Class of 2022 in the category of Community Service and the advisory board of the Shreveport-Bossier African American Chamber of Commerce.

In today’s special episode, RFG President Shannon Spotswood and Jody discuss what it means to make the climb to take your career and life to different altitudes. They talk about the importance of “owning it to the best of your ability” and being the best version of you. For Jody, this includes his colleagues Steve Carney, ChFC®, Dany Martin, MBA, and Chase Crump, CFP®–partners and wealth advisors at WFA.

Spending his childhood in Europe with military parents, Jody learned discipline, respect, adaptability, strength, compassion, leadership and gratitude. His parents taught him that he could achieve anything through hard work. But all that would be battle-tested when he lost his father tragically in a car accident when he was 18 years old. His death motivated Jody to pursue his dreams and become a financial advisor.

But Jody has always been up for a challenge, and climbs have put many obstacles in his path. As a Black financial services professional, Jody never backed down or felt intimidated. Jody’s career in financial services, now eight years strong, has allowed him to blaze his own trail and to make an impact on Capital One Investing, Merrill Lynch Wealth Management, and now WFA in Shreveport as the firm expands into the Dallas-Fort Worth areas and beyond.

To bring this episode to a close, Jody reminds us that we are all creators of our own destiny and that by creating our own personal legends we can inspire others to do the same. By creating a legacy for himself—one that honors his dad and pays tribute to those who came before him—Jody reminds us that no matter what happens in life, you can always find a way through it.

“When we strive to become better than we are, everything around us becomes better, too.” – Paulo Coehlo, The Alchemist.

Join the conversation to hear all about:

  • 01:20: Becoming firmly committed on the road to an inspiring journey.
  • 04:31: Developing a skillset on how to prioritize your time.
  • 08:34: Conquer yourself to be on the top.
  • 10:58: The responsibility of leading the future generation.
  • 15:53: When you break barriers, you can end up with a diverse team.
  • 20:14: The perception of money & how to change it. 
  • 26:35: Financial literacy and why it’s important.
  • 28:04: Leading the future generation.
  • 29:33: Catapulting your career to the next level.
  • 32:44: Create your own legacy.

Here are the three takeaways that will inspire you to make your own mental shift: 

  1. Walk the talk and talk the walk. Jody’s daughter, Kamryn, is a superstar soccer player and an honor roll student. Jody coaches her daughter’s soccer team on the importance of how to carry yourself at all times. The key is that in this day and age, how you carry and conduct yourself, and the confidence that you walk and stroke will take you so far in life. Your walk, and the way you dress and carry yourself will speak value for you.
  2. Iron sharpens iron. The best way to get ahead in the industry is to connect with others who want to do the same, and be willing to blaze a trail that others will follow. Jody and Shannon talk all about why the industry is where it is today through having motivating conversations and trailblazing to get to where you want to be—and passing that matra forward.
  3. Become your own personal legend: Jody talks about how “If they can do it, I can do it”. Through his own fierce commitment to financial literacy and volunteering in the community to children and those less fortunate, he wants others to say “if he can do it, I can do it.” Jody is a father, husband, and man of accomplishment and service who believes in himself and his ability to make the world a better place.


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