A behind-the-scenes look at how RFG Advisory’s integrated technology stack and hands-on support empowered Resolute Wealth Management to accelerate growth, deepen client relationships, and reclaim their time.
Sean Cawley and Rory Hartmann had built a healthy business with strong client relationships and steady growth, but behind the scenes, their systems were holding them back.
Day-to-day operations had become increasingly manual. Technology tools didn’t talk to each other. Legacy systems required workarounds. Time was slipping into spreadsheets, task trackers, and inboxes—time they wanted to spend with clients and their families, not in back-office bottlenecks.
Even with a full in-house team, processes felt clunky and reactive. The infrastructure they relied on was no longer enabling their business; it was slowing it down. “It was always push to the next transaction,” Sean recalls. “That didn’t fit with how we wanted to do business.”
They knew something needed to change. For Sean and Rory, that meant finding a partner with the right technology to drive efficiency, growth, and freedom—a search that led them to RFG Advisory.
Looking Beyond the Hallway Model: Finding RFG
From the start, the difference with RFG was clear. The transition process was organized, responsive, and intentional. RFG’s team brought clarity and speed to every phase of the move, equipping Sean and Rory with the tools, training, and infrastructure needed to get Resolute up and running quickly.
Every step was personalized and grounded in experience: “They had a dedicated team just to support Advisors that were leaving and transitioning to RFG,” Sean noted. “And it was fantastic. They were fast, they were efficient, and it was shockingly easy.”
The RFG technology stack delivered what they had been missing at their previous firm:
- Seamless CRM integration
- Automated performance reporting
- Intuitive financial planning tools
- Centralized client communications
Everything was designed to work together, reducing manual tasks, eliminating double entry, and creating more space for the work that mattered. Even three hours away from RFG’s headquarters, the difference was clear. “We were used to walking down the hall for help,” Rory said. “Now we have full operational support without ever leaving our office.”
More Efficiency, More Connection, More Time
Today, Resolute Wealth Management runs leaner, faster, and with greater clarity. Tasks that once took hours now take minutes. Reports that required manual prep could now be delivered automatically—clean, compliant, and client-ready. With fewer operational demands, Sean and Rory have reclaimed valuable time.
“Our client service went up dramatically,” Rory said. “And that wasn’t something we expected. Because everything was systematized, it gave us more time to really connect with people.”
They’ve deepened client relationships through more intentional engagement and refocused on leading the business, not just running it.
“We host regular client events now,” Rory noted. “We’ve gotten to know our clients on a much deeper level—and we’ve been able to build much deeper, most likely longer-lasting relationships with them because we actually have the time to invest.”
RFG’s intentional infrastructure also translated to immediate growth results. Resolute didn’t just maintain business through the transition. They grew it.
“We ended the transition with more assets than we started with,” Sean said. “We posted about our new journey on LinkedIn, and prospects reached out. That kind of response speaks volumes.”
The Ripple Effect
Now, with a platform designed to evolve, Sean and Rory feel confident not just in where their business is, but where it’s going.
“It’s wild how much the tech stack has evolved just since we joined in 2021,” Sean said. “The tools keep getting better. But more importantly, we feel heard. RFG listens, and the tech reflects that.”
As RFG’s technology stack continues to improve—driven by Advisor feedback and real-time performance insights—Resolute knows they have the tools to support long-term growth, deeper client relationships, and a business that reflects their values.
Each month, they connect with RFG’s technology team for optimization consultations. The result? Continuous improvements that translate directly into regained time and increased efficiency. When challenges arise, they don’t face them alone. RFG remains a proactive partner, ready to help troubleshoot, adapt, and scale what’s working.
“I sent a message to the tech team, and ten minutes later, we were on a call. It was resolved right away,” Sean said.
And when Resolute asked for access to a specific financial research platform, RFG made it happen with no red tape and no delays.
“The best part of RFG’s technology isn’t just what’s there now,” Rory shared. “It’s that it’s built to change. It’s more advanced than it was three years ago, and we’re confident it’ll be even stronger three years from now.”
For Resolute, the future isn’t just more efficient; it’s more intentional, more connected, and fully within reach.
Beyond the Stack
The right technology set the stage, but the real acceleration came when that stack was surrounded by the kind of support Resolute hadn’t experienced before.
“At our previous firm, we had two full-time staff members just to manage the day-to-day,” Sean said. “With RFG Assist and the integrated tech stack, we’ve cut staffing costs by about 80%, without sacrificing service.”
This is what technology should enable: a business that scales with purpose, builds deeper connections, and gives Advisors the space to lead with clarity and care.
“Our goal is to help clients live fulfilling lives without financial stress,” Sean said. “But just as importantly, we wanted to build a business that gives us time back to be with our families. With RFG, we’re doing both.”
That kind of ease was new. At their previous firm, marketing often hit a wall. With RFG, tools like Pathfinder, a marketing platform custom-built for Advisors with integrated compliance, gave them the green light to create, publish, and stay connected without guesswork or unnecessary delays. From compliance to community, RFG delivered more than a platform; it delivered connection, encouragement, and room to grow.
“It’s helped me learn to be a better Advisor. It’s helped us communicate better with our clients,” Sean said.
Building Something Bigger—Together
Sean Cawley and Rory Hartmann were looking for a business model and technology infrastructure that aligned with their values: where relationships come first, time is used intentionally, and growth doesn’t come at the cost of balance.
RFG Advisory delivered a way to work that supports the life they want to live. With a fully integrated technology stack, real-time support, and systems built to evolve, Resolute now operates with clarity, speed, and confidence.
“RFG’s approach is simple,” Sean said. “They find the best tools and put them to work for you.”
Today, the impact is clear: stronger client relationships, greater operational efficiency, and the freedom to live life fully.
Rory sums up the experience: “Anytime someone asks me if they should leave their current firm and join RFG, I say yes. Absolutely, do it right now. You’ll regret waiting as long as we did.”
Does Your Technology Empower Your Vision?
Modern Advisory businesses require more than plug-and-play solutions. They need a platform intentionally designed to be connected, intuitive, and scalable. RFG’s integrated technology stack removes friction, elevates your client experience, and supports your vision for growth.
If your current tech feels outdated or disconnected, let’s talk about how RFG can help you build a future-ready business.