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 […]
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
ThinkAdvisor.com featured RFG’s news on the collaboration with Nitrogen on their website. See the article here. In her interview with author John Manganaro, Shannon commented
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
RFG Advisory, an innovative and fast-growing platform for independent advisors, today announced that it has secured a substantial growth investment from Long Ridge Equity Partners,
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
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