Advisor Growth Study Club: How David Koren Reached $220M AUM By Hosting Personal Finance Classes

August 27, 2024

Financial Advisors now have access to more channels than ever to connect with high-net-worth prospects. However, with increasing competition and limited time for marketing, many Advisors find it challenging to identify which channels are most effective for their business. That’s why RFG Advisory created the Advisor Growth Study Club. It offers the Advisors who partner […]

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By Brendan Frazier, Chief Behavioral Officer at RFG Advisory In times of market volatility, your role as a Financial Advisor is more crucial than ever.

Financial Advisors now have access to more channels than ever to connect with high-net-worth prospects. However, with increasing competition and limited time for marketing, many

By Brendan Frazier Election season is here. For the next few months, every TV screen, website, and news headline will be filled with political headlines,

“We wanted to support our clients as best we could.” Since the beginning of his career, Wes Miller has strived to provide quality service to

By Brendan Frazier “Common etiquette says not to talk about politics, sex, religion, or money. But these are the most interesting things to discuss.” – Anonymous.

 “I wish I would have done it 20 years ago” Mark Green has been in the financial services industry since 1985, when he began working

The Lesser-Known Key to Sustaining Organic Growth By Abby Salameh The organic growth engine for RIAs (registered investment advisors) has sputtered in recent years. Fidelity’s

By Brendan Frazier, Chief Behavioral Officer at RFG Advisory The increased awareness and interest in behavioral finance has started to shine a light on the

For the first decade of her career, Chris Wedell didn’t think much about growth. As an independent financial advisor, Chris loved her job: she loved

But many Advisors still fear outsourcing this central part of their business – feeling they need to keep all activities in-house to maintain control or

More than 90% of Financial Advisors who go independent express no regrets about their decision,1 but the transition can be scary – and many are

WFA – Plan | Invest |Inspire (“WFA”), is pleased to share that partner and financial guide Chase R. Crump, CFP®, has been named a Registered

North Carolina team begins independent journey powered by RFG’s award-winning growth platform BIRMINGHAM, Ala – May 2nd, 2024 — RFG Advisory (“RFG”), an innovator

Real Assets Adviser’s “Hot Minute” segment quickly introduces members of the RAA community to a wider audience through a fast-paced question and answer format. This

Asking Great Questions is a Superpower. By Brendan Frazier, Chief Behavioral Officer, RFG Advisory Skeptical? That’s totally understandable. Name a skill or technique that: Increases

RFG Advisory Chief Growth Officer, Abby Salameh, recently spoke on a Marcoms Roundtable with Wealth Solutions Report and offers four proven strategies to communicate with

More than 50% of advisors who went independent did so to increase their compensation – and 94% are happy with their decision. But the truth

RFG Advisory President, Shannon Spotswood, was recently profiled by Barron’s detailing her journey from the world of investment banking and successful career as a hedge-fund

Many advisors still believe it is essential that they personally manage their clients’ investments. But outsourcing investment management has been proven to improve compliance at

A single question hangs over many advisors with multi-millions of client assets under management, but captive at a broker-dealer: “Should I go independent?” Given the

Many advisors have dreamt of building their own business without compromise. But when put in practice, the cost-benefit analysis of transitioning is weighted heavily in

At RFG Advisory, the excitement was palpable as we gathered for our largest event yet, the Annual Growth Retreat. Set against the backdrop of the

Practice Intel Launches Advisory Board Comprising Financial Services and Technology Veterans Advisory board appointees include prominent industry leaders, notable financial advisors and tech visionaries. Click

BIRMINGHAM, Ala – MARCH 07, 2024 — RFG Advisory, (“RFG”) an innovator in the wealth management industry committed to serving independent financial advisors and their

Next week, RFG Advisory is set to host their annual Advisor Retreat, a 4-day conference exclusive to Advisors who are partners with the firm. During

BIRMINGHAM, Ala – FEBRUARY 28, 2024 — RFG Advisory, (“RFG”) an innovator in the wealth management industry committed to serving independent financial advisors and their

Leading the Way: A Visionary Approach to Financial Advisory In this episode of the What Matters Podcast, Shannon joins Mike and Ashley to discuss the

RFG Advisory President, Shannon Spotswood & Chief Investment Office, Rick Wedell, were interviewed by Citywire’s Andrew Foerch. View Original article here. How a PE-backed RIA

We are excited to announce that our President, Shannon Spotswood, was highlighted as F2 Strategy’s Women of WealthTech for January! See the original post here!

  Fast-growing hybrid RIA will leverage Nitrogen to amplify the client experience, drive enterprise value and enhance firmwide operational efficiency.   AUBURN, Calif.–(BUSINESS WIRE)–Nitrogen, the

Tune into this powerful episode with Shannon Spotswood & Stacy Havener. Shannon tells her story and how she learned the power of the pivot If

The fast-growing platform for independent advisors receives recognition in the category of RIA Advisor Support Platforms for their Transition Playbook BIRMINGHAM, Ala., July 11, 2023

It’s gut-check time. Your future success depends on your ability to confront today’s reality and take action towards your goals. It’s not easy, and it

Embarking on independence can feel equal parts freeing and terrifying. This may be the first time you’re in charge of, well, EVERYTHING! The fit between

Advisors seek independence for a variety of reasons. The urge to break out on your own can happen to any advisor at any time. But

Independence certainly has its benefits. You call the shots, and darn if that doesn’t feel good! No one knows your business – and your clients

Blazing ahead, RFG Advisory continues to disrupt the RIA landscape with innovative Advisor tech. BIRMINGHAM, Ala., Feb. 23, 2023 /PRNewswire/ — Kicking off its investment

Welcome to another market commentary with RFG Advisory CIO Rick Wedell! Over the past few months, many of the largest tech companies in the world

Original article can be found here – https://www.thinkadvisor.com/2023/01/13/8-steps-to-building-a-thriving-ria-business/ Building and maintaining a thriving financial advisory firm” is especially challenging in the current “disruptive environment,” according

January 11, 2023, Birmingham, AL – RFG Advisory, an innovative and fast-growing platform for independent Advisors, announces a highly successful and award-winning year, recruiting 17

The recognition comes on the heels of RFG’s 2022 Wealthies win, as well as their inclusion on the Investment News’ 2022 Best Places to Work

September 9, Birmingham, AL – RFG Advisory, an innovative and fast-growing platform for independent Advisors, is proud to announce that they’ve won the 2022 Wealthmanagement.com

RFG’s announcement is the third partnership in three weeks, a sign of its growing footprint in the U.S. RFG Advisory “RFG”, an innovative and fast-growing

  Although treasury yields and valuation multiples sound boring, they offer us some valuable information on the macroeconomic trends in financial markets. Looking at the

RFG Advisory is proud to announce that they have been selected as RIA CHANNEL’s Top 50 Wealth Managers By Growth in Assets for 2022. This

  Congratulations to our very own Founder and CEO, Bobby White, for being awarded the 2022 BBJ Who’s Who in Financial Planning and Wealth Management!

Our own Shannon Spotswood was recently named Top Women Leaders in Wealth Management by Wealth Solutions Report – Pathfinder Awards. “While progress with gender diversity

Inflation has been the story of 2022, with inflation rates reaching roughly 8.5% as of this week, the question is, “How long do we expect

Following the news that the Fed is going to take measures to curtail some of the inflation that we are seeing, markets have responded positively

By Brendan Frazier Imagine pulling up your calendar for tomorrow morning.   You have a meeting scheduled with a prospective client.  Not just any prospective client. 

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