RFG Advisory is honored to be featured on Michael Kitces’ first ever Advisor Services Map. Recognized as a Corporate RIA.
In this episode, Shannon Spotswood, CEO of RFG Advisory, sits down with President of RFG Advisory, Ed Swenson. They challenge traditional conceptions of independence by unpacking how the Corporate RIA model is disrupting the industry. They cut to the core of how Advisors can remain independent while harnessing the power of a fully integrated platform built to fuel growth and enterprise value.
If you’re a growth-minded Advisor evaluating which model could take your business to the next level, this episode is for you.
Key Themes Covered:
- Why “Corporate RIA” is a distinct category on the Kitces map, and what it means for Advisors.
- How integrated compliance, tech, and cybersecurity can reduce risk and time-drain.
- How corporate RIA platforms can improve profitability and grow enterprise value.
Wondering How a Corporate RIA Platform Can Help Grow Your Business?
Independence is about more than owning your client relationships. It’s about growing with a platform that allow you to win back time, remove operational bottlenecks, and fuel enterprise value.
Ready to grow with a trusted partner? Schedule your 20-minute call to see how RFG’s platform removes friction, frees your time, and gives you the clarity and momentum to scale with confidence and build lasting enterprise value.
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