RFG Foundational Pillars

Technology:
Tightly integrated platform of best-of-breed wealth-tech solutions, driving operational efficiencies for advisors and a modern experience for clients

Asset Management:
Institutional-caliber Bluemonte turnkey asset management platform offering highly customized portfolio design, concierge trading services and direct access and partnership to the investment team to serve clients and convert prospects

Culture:
Dedicated community of growth-oriented advisors and team members focused on building the RIA of the future

Capital and Transition Support:
Access to flexible capital solutions to help advisors transition to independence, execute succession plans, execute M&A and invest in organic growth

It’s About The Impact. The More Lives You Change, The More Fulfilled You Will Be. Chose Independence.
RFG ADVISORY

Outwork & Impact Lives With RFG

Embrace Fulfillment. Outwork Yesterday’s Version Of Yourself. Professionalize Your Firm. Take Extreme Ownership And Reap The Benefit. Be Entrepreneurial. Serve Your Clients Your Way. Focus Your Most Valuable Resource – Your Time On What Drives Your Passion.

FACTS.

Why we’re one of the fastest-growing Advising firms in the industry.*

Market Opportunity

Clients want more from their Advisors. Organic growth is slowing. Average Age for Advisors and Clients is 60+ years. And Yet Demand is Increasing with the Generational Wealth Transfer. Supported Independence positions you to Win the Future.

RFG Value Proposition

RFG offers a comprehensive platform and service offering designed to address advisor’s key pain points and introduce operational efficiencies, allowing them to focus on growing their practices and building their success.

Advisor Feedback

We have delivered on our value proposition, resulting in industry-leading Net Promotor Scores and excellent feedback from our advisors. This feedback allows us to continue to grow and adapt in our space successfully.

AUM / Advisor Growth

RFG helps advisors accelerate their growth through dedicated marketing support and practice management, with numerous examples of 2x+ practice growth on our platform

Advisor Snapshot

The average age of our advisors is 48 years old. We have 100+ Advisors throughout the US, predominately located in the Southeast and Midwest.

Advisor Net Retention

If you own 100% of your client data, your brand and your enterprise value and your partner wins when you win, why would you leave?

*For More Information On RFG Advisory’s Awards

[ YOUR JOURNEY ]

NEXT STEPS

Talk to us!

Pain Points – we want to hear about them and how we can help.

[ 01 ]

TECH DEMO

Schedule a tech demo with Dr. Jordan H, VP of Tech, and see first-hand what makes the RFG platform award-winning.
[ 02 ]

VIP VISIT

Come see why RFG is the right decision for you. Visit us, meet the team, enjoy dinner. It’s got to be win-win!
[ 03 ]

PRO FORMA P&L

We will show you the economics of independence and your future enterprise value.
[ 04 ]

LOI

Details of Platform Services and RFG equity offer.

Did You Know?

There are no “break backs”? No Advisor once independent has ever gone back. We’d love to educate you on Why Independence is the Future

According to a Cerrulli & Associates Study “Advisors are choosing to join RIAs because the business model is MUCH BETTER FOR BUILDING WEALTH
The top 3 reasons to go independent are:

1️⃣greater autonomy, 62%
2️⃣higher payout, 57%
3️⃣building a practice to be sold or for succession, 54%”

The Transition Podcast

Hear it straight, no BS from the advisors who made the move to RFG.

Holy Grail = Organic Growth

RFG advisors who leverage our platform to its fullest potential grow 3x the industry average.

FAQs: Conquer The Unknown

Where Advisors Find Answers To Common Questions. No Excuses.
Yes. 100% Your Clients, Your Data.
If you aren’t passionate about building your own brand, we aren’t a good fit!
Yes. Let’s talk about your unique situation.

Nope!
You are a good fit if you are an:

  • Advisor who want to grow organically
  • Advisor who knows your time is valuable and resents wasting it
  • Advisor who has a growth mindset
  • Advisor who is an entrepreneur
  • Advisor who believes their brand matters
  • Advisor who wants to build enterprise value on their personal balance sheet and you are not a check chaser

90 days start-to-finish. Depending on how much data you can take and how engaged you are in the process, the timeframe can be shorter or longer. Good news is that 90 days from today you would be DONE and, on your way, to building enterprise value in your firm, for your family, on your personal balance sheet.

90 days of doing something hard and the rest of your career building your firm without compromise. Trust us, it’s worth it! You’ll wish you’d done it sooner.

6 weeks at a minimum, 8 weeks is ideal But let’s be real, sometimes life comes at you fast and that timeline isn’t feasible. We’ve got your back and have successfully executed a transition with only a weeks notice.

Advisory: 100% pay-out

RFG charges a platform fee for all services provided to you to grow your business, serve your clients, handle asset management and trading and manage your team.

Brokerage & Financial Planning: 85% pay-out

Yes. We have a dedicated team of transition specialists that handle the paperwork preparation and execution for you.

  1. Will my clients come with me
  2. Lost income
  3. Stress of repapering

 

Based on our experience, since 2020 on average our Advisors have seen +100% of their estimated client assets transition

We can offer 3 months of support to ease the financial worry during the transition. After that, you are off to the races. The economics of independence are far better than what you have today

If someone tells you a transition is easy, RUN because they are lying to you. It’s a lot of work, but our team of professionals will be in the trench with you to get it done. 

1099.

RFG is a platform for independent, growth-minded Advisors.

Are you ready to crush it?

INDEPENDENCE IS THE NAME OF THE GAME — AND RFG IS ABSOLUTELY WHERE YOU NEED TO BE.

Learn more about joining RFG or a RFG partner firm by talking to RFG’s Business Development Specialist, Kristy Puckett or Terry Bobo. After all, it’s just a conversation — not a commitment, right? You may call Kristy at 205.218.6962 or email her at kpuckett@rfgadvisory.com. You can also call Terry at 205.881.5991 or email him at tbobo@rfgadvisory.com. Unleash your growth potential by becoming an independent Advisor affiliated with RFG.

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