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 luxurious Naples Grande Beach Resort in Naples, Florida, this year’s retreat marked a pivotal moment in our journey as we reimagined it to focus on growth—a testament to our commitment to empowering independent Financial Advisors.
Renaming it to a Growth Retreat was more than just a semantic change; it encapsulated the essence of what we aimed to achieve. As we delved into power-packed panels and engaging discussions, a resounding theme emerged: driving organic growth and enhancing enterprise value. It became clear that the key to sustainable success lies in investing in one’s business and continuously striving for improvement, even if it’s just by 1% each day.
We assembled a POWER-PACKED cast of some of the most innovative and well-respected leaders in our entire industry to bring you an epic week of sessions to help our Advisors build the businesses they want to have, without compromise.
Our goal was to put together the premier growth conference for our industry intentionally designed to help you GROW because we believe:
GROWTH = ENTERPRISE VALUE ON YOUR OWN BALANCE SHEET
Our sessions were jam-packed with powerhouse panels, impactful keynotes, and actionable takeaways. It was a truly transformative experience to learn from those who have done it before:
✅ How to tackle the hard questions
🚀 How to position yourself for growth.
⚡️ How to create the future you want
Our lineup of esteemed speakers included industry luminaries and thought leaders, each offering invaluable insights and expertise:
We covered the importance of Fintech innovation, Artificial Intelligence (AI), the future of financial planning, empowering clients through technology, creating a unique client experience, the power of a niche, and more.
From dynamic keynote presentations to interactive panel discussions, our speakers shared practical strategies and actionable advice to help advisors elevate their businesses and achieve sustained growth.
But it wasn’t all business; we also made time for relaxation and camaraderie with our favorite slot on the agenda—”Cabana Time.” Each afternoon, attendees had the opportunity to unwind and enjoy some fun in the sun.
As we continue to champion growth and innovation, we look forward to building on the momentum generated at this year’s retreat and empowering Financial Advisors to build the business they want to have without compromise.
See you next year!
