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RFG Advisory Named Finalist for 2023 Wealth Management Industry Awards

July 11, 2023

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 /PRNewswire/ — RFG Advisory (“RFG”), an award-winning, fast-growing platform for independent Advisors, is proud to be recognized as a finalist for the 2023 Industry Awards in the RIA Advisor Support Platform Category.

This year’s nomination is for RFG’s Transition Playbook, a comprehensive program that provides independent Advisors robust, end-to-end support during the transition process, helping them overcome the traditional friction and operational burdens that accompany a move to independence

Now in its ninth consecutive year, the Industry Awards recognize outstanding organizations and individuals for their work supporting financial advisors’ success. The program saw record-breaking participation in 2023, with more than 1,000 nominations received from 413 unique companies.

In 2022, RFG won the Industry Award in the category of Non-Custodial RIA Support Platform for their RFG Assist initiative – which offers Advisors fractional allocation for an administrative assistant who has been hired, trained, coached and mentored by RFG . This follows two consecutive nominations in 2021 and 2020.

“It’s an honor to be named a finalist by, particularly for a program that embodies the commitment of RFG to empower Advisors to seek independence confidently and fearlessly, knowing we have their backs,” said Bobby White, CEO of RFG. “The process of transitioning firms is one of the biggest reasons Advisors decide not to leave their firms, in spite of the powerful benefits of independence for their businesses and their clients. This initiative makes moving to independence an opportunity rather than an impediment.”

Last year, RFG enhanced the already-robust Transition Playbook to include a fully customized share point site for each Advisor, outlining every detail of an Advisor’s specific transition plan, including a personalized, week-by-week playbook; comprehensive account transition services; brand creation and website development; access to RFG’s award-winning Assist Program, providing Advisors  fractional allocation for an administrative assistant who has been hired, trained, coached and mentored by RFG; and more.

“We’re thrilled to be recognized by for our Transition Playbook, a true labor of love born from our passion for helping independent Advisors thrive,” said RFG President Shannon Spotswood. “The upgrades we’ve made to the Transition Playbook certainly drive operational efficiencies, clarify communication plans and create cohesion during the transition process, but most importantly, they provide confidence and peace-of-mind for our Advisors through what can be an incredibly stressful time.”

As a result of the enhancements made to the Transition Playbook, RFG has seen tremendous success in just 18 months:

Transitioned 27 Advisors (18 individual practices) onto the platform, comprised of over $757M in assets

Launched 18 full-scale brands, including 18 websites, 41 videos, and 81 social media profiles

Transferred 3,000 client accounts with a 90% client transition rate

Maintained an average transition time of less than 60 days

For more information about RFG Advisory’s past awards and criteria, please visit To learn more about joining RFG Advisory, visit

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