We are thrilled to announce Ed Swenson as the new President of RFG Advisory!
With more than 25 years of experience, including co-founding Dynasty Financial Partners and leading RIA Solutions at Osaic, Ed brings a proven track record of scaling advisory firms and driving innovation.
Swenson has served on RFG’s board of directors for the past two years and will now partner with CEO Shannon Spotswood, CIO Rick Wedell, and CGO Abby Salameh to accelerate RFG’s next phase of growth. His leadership will strengthen RFG’s position as the premier platform for Independent Advisors, combining cutting-edge technology, integrated growth services, and an Advisor-centric culture.
Swenson’s appointment reinforces RFG’s mission to build the RIA of the future, honor its promise to Advisors, and double down on independence. This is a defining moment for RFG, and we couldn’t be more excited about what’s ahead. 🚀
At RFG, we help Advisors reclaim their voice, their brand, and their future. Instead of being boxed in by restrictions, we provide the tools, support, and freedom to build the business they’ve always envisioned.
For Jim Sumpter, financial planning was never just numbers on a page; it was life’s puzzle pieces coming together. In the wirehouse world, that vision was buried under templated campaigns. Partnering with RFG gave him the pen back. Together, we launched CMC Financial, a brand inspired by his children, and helped Jim elevate his identity, bring his vision to life, and build lasting enterprise value.
Advisors at RFG unlock growth by focusing on clients, not portfolio management. Here’s how they do it, and how you can too.
Compliance should be your guardrail, not your roadblock. Here are the 5 most common missteps Advisors run into.
Winning more clients and delivering a client-centric planning experience requires a shift away from the numbers and toward the human. Tim Maurer, Chief Advisory Officer at Signature FD, shares how a values-first, story-driven approach transforms both prospecting and planning so clients feel true ownership of their financial journey.
At the same time, video is no longer optional. Katie Braden, CFP®, Founder & Chief Video Officer at Advisor Video Marketing, reveals why video is the fastest way for Advisors to build trust, nurture leads, and scale growth — and how to start using it with confidence today.
👉 Don’t miss these powerful episodes designed to help Advisors grow smarter, faster, and more authentically:
