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# RFG Advisory

## Sitemaps
[XML Sitemap](https://rfgadvisory.com/sitemap_index.xml): Includes all crawlable and indexable pages.

## Posts
- [Thinking of Joining an RIA? Here’s Your Due Diligence Checklist](https://rfgadvisory.com/blog/your-checklist-for-kicking-the-tires-due-diligence-questions-to-ask-when-joining-an-ria/): Embarking on independence can feel equal parts freeing and terrifying. This may be the first time you’re in charge of, well, EVERYTHING! But joining an RIA is a big step - which is why we created this checklist. 
- [The Complete Guide to Launching Your Own Independent Advisory Business](https://rfgadvisory.com/blog/so-you-want-to-breakaway-become-independent-heres-what-you-need-to-know/): Launching your own advisory business is more than a career move—it’s a declaration of independence. 
- [Three Ways Independent Advisors Benefit from Outsourcing Investment Management](https://rfgadvisory.com/blog/three-ways-independent-advisors-benefit-from-outsourcing-investment-management/): Outsourcing investment management can produce massive benefits for both RIAs and their clients, with 78% of Advisors who embrace the practice wishing they had done so sooner.1 Yet many Advisors still fear outsourcing this central part of their business – feeling they need to keep all activities in-house to maintain control or fear that they have tied their value to their clients to this notion that they need to manage the assets in house.  
- [RFG Advisory Raises Over $45,000 in Support of Alzheimer’s Association ](https://rfgadvisory.com/blog/crush-it-for-charity/): BIRMINGHAM, AL – OCTOBER 15, 2024 — RFG Advisory, (“RFG”) an innovator in the wealth management industry committed to empowering growth-minded independent advisors to build their businesses without compromise, today announced the results of its latest Crush It for Charity initiative. RFG employees walked or ran a combined 6,800 miles, raising $45,630 in support of the Alzheimer’s Association’s efforts to advance research and care for patients impacted by Alzheimer’s disease. 
- [A 4-Step Framework to Comfortably Navigate Conversations During Times of Market Volatility](https://rfgadvisory.com/blog/safe-framework-brendan-frazier/): In times of market volatility, your role as a Financial Advisor is more crucial than ever. It's not just about the numbers in your clients' statements; it's about their impact on their goals, dreams, and future. This is where you step in with a 4-step framework designed to confidently and comfortably guide your clients through some of the most pivotal conversations of their lives.
- [Advisor Growth Study Club: How David Koren Reached $220M AUM By Hosting Personal Finance Classes](https://rfgadvisory.com/blog/advisor-growth-study-club-growing-your-aum-through-educational-events/): 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.
- [How To Talk Your Clients Through a Volatile Election Season ](https://rfgadvisory.com/blog/how-to-talk-to-your-clients-through-a-volatile-election-season/): By Brendan Frazier
- [RFG Advisor Spotlight: Wes Miller | Willow Private Wealth](https://rfgadvisory.com/blog/rfg-advisory-spotlight-wes-miller-willow-private-wealth/): “We wanted to support our clients as best we could.”
- [Should You Talk Politics With Your Clients?](https://rfgadvisory.com/blog/should-you-talk-politics-with-your-clients/): By Brendan Frazier
- [RFG Advisor Spotlight: Mark Green | GFG Wealth Advisors](https://rfgadvisory.com/blog/rfg-advisor-spotlight-mark-green-of-gfg-wealth-advisors-benefits-of-independence/):  “I wish I would have done it 20 years ago”
- [Expert-tips for sustaining organic RIA growth](https://rfgadvisory.com/blog/the-lesser-known-key-to-sustaining-organic-growth/): The Lesser-Known Key to Sustaining Organic Growth
- [What Clients Need Isn’t What They Want | Wired Advisor With Brendan Frazier](https://rfgadvisory.com/blog/what-clients-need-isnt-what-they-want-wired-advisor-with-brendan-frazier/): By Brendan Frazier, Chief Behavioral Officer at RFG Advisory
- [RFG Advisor Spotlight: Chris Wedell from Volare Wealth Advisors](https://rfgadvisory.com/blog/rfg-advisor-spotlight-chris-wedell-volare-wealth-advisors/): For the first decade of her career, Chris Wedell didn’t think much about growth. As an independent financial advisor, Chris loved her job: she loved the freedom her independence provided, loved engaging with clients, and loved the intellectual challenge of helping people plan for retirement.
- [Starting Your Own Advisory Business: 5 Subtle Signs You Are Ready](https://rfgadvisory.com/blog/5-subtle-signs-you-are-ready-to-start-your-own-advisory-business/): More than 90% of Financial Advisors who go independent express no regrets about their decision,1 but the transition can be scary – and many are still waiting for the “perfect moment” to leave. 
- [Rick Wedell’s Hot Minute with Real Assets Adviser](https://rfgadvisory.com/blog/rick-wedells-hot-minute-with-real-assets-adviser/): Real Assets Adviser's "Hot Minute" segment quickly introduces members of the RAA community to a wider audience through a fast-paced question and answer format. This latest "Hot Minute" features Rick Wedell, chief investment officer at RFG Advisory. Tune in here to  discover Rick’s worst investment decision and dream dinner guest: Watch Here.
- [How to Gain clients as a Financial Advisor: Ask the Right Questions](https://rfgadvisory.com/blog/asking-great-questions-is-a-superpower/): These 3 things are crucial for anyone that works with human beings and their money.
- [Marcoms Roundtable: How Wirehouse Advisors Find Independence](https://rfgadvisory.com/blog/marcoms-roundtable-abby-salameh-recruiting-wirehouse-breakaways/): RFG Advisory Chief Growth Officer, Abby Salameh, recently spoke on a Marcoms Roundtable with Wealth Solutions Report and offers four proven strategies to communicate with a hard-to-reach audience, including insights from LinkedIn messaging to industry events in the latest marcom roundtable from Wealth Solutions Report.
- [Five Ways RIAs Can Increase Their AUM – RFG Advisory](https://rfgadvisory.com/blog/5-ways-to-increase-the-enterprise-value-of-your-financial-advisory-practice/): More than 50% of advisors who went independent did so to increase their compensation – and 94% are happy with their decision. But the truth is many independent advisors are still leaving a lot of money on the table. 
- [Unlocking Your True Value: How Outsourcing Investment Management Can Change Your Life](https://rfgadvisory.com/blog/how-outsourcing-investment-management-can-change-your-life/): A recent study of over 700 advisors confirmed this: 67% of firms that outsource investment management experience 17% lower operating costs, while 77% grew their total assets under management by 27%. 
- [What Advisors Lose by Staying at Their Current Firm](https://rfgadvisory.com/blog/how-advisors-lose-by-staying-at-their-current-firm/): A single question hangs over many advisors with multi-millions of client assets under management, but captive at a broker-dealer: “Should I go independent?” 
- [Four Underappreciated Benefits of Full Equity Ownership](https://rfgadvisory.com/blog/four-underappreciated-benefits-of-full-equity-ownership/): Many advisors have dreamt of building their own business without compromise. But when put in practice, the cost-benefit analysis of transitioning is weighted heavily in favor of staying put with their restrictive firm. But what if this is not a reflection of the facts - and instead shows that many aspects of independence are routinely overlooked? 
- [RFG Advisory Hosts Exclusive Financial Advisors “Growth Conference”](https://rfgadvisory.com/blog/rfg-advisory-hosts-growth-conference-for-financial-advisors-who-are-focused-on-growth-in-2024/): https://vimeo.com/926417645?share=copy
- [RFG Advisory Appoints Three New Executives](https://rfgadvisory.com/blog/rfg-advisory-bolsters-executive-roster-by-adding-abby-salameh-and-two-tenured-leaders/): Abby Salameh, an industry pioneer with over 25 years of building growth services for independent financial advisors, joins RFG as chief growth officer. Salameh, who previously served as the chief marketing officer, head of strategic partnerships and managing director of CAIS IQ, a tech-enabled education platform, is well-positioned to propel the growth model for the registered investment advisory (RIA). Recognized as the 2023 WeathManagement.com Technology CMO of the Year, Salameh is set to drive advisor recruitment, marketing and organic growth among RFG’s existing network of advisors.
- [Shannon Spotswood Featured on What Matters Podcast hosted by Mike Mirshahzadeh and Ashley Ward](https://rfgadvisory.com/blog/shannon-spotswood-featured-on-what-matters-podcast-hosted-by-mike-mirshahzadeh-and-ashley-ward/): https://youtu.be/UkNT53vC66Q?si=DdsBRJOeFbPbIEX7
- [RFG Advisory Featured on Citywire.com | Full Article](https://rfgadvisory.com/blog/rfg-advisory-featured-on-citywire-com-how-a-pe-backed-ria-launched-an-equity-swap-program-for-advisors/): RFG Advisory President, Shannon Spotswood & Chief Investment Office, Rick Wedell, were interviewed by Citywire's Andrew Foerch. View Original article here.
- [Shannon Spotswood Highlighted in F2 Women of WealthTech](https://rfgadvisory.com/blog/rfg-advisorys-shannon-spotswood-highlighed-as-f2-women-of-wealthtech-series-for-january/): We are excited to announce that our President, Shannon Spotswood, was highlighted as F2 Strategy's Women of WealthTech for January!
- [The Power of the Pivot: Billion Dollar Backstory Podcast](https://rfgadvisory.com/blog/the-power-of-the-pivot-shannon-spotswood-on-the-billion-dollar-backstory-podcast-with-stacy-havener/): Tune into this powerful episode with Shannon Spotswood & Stacy Havener. Shannon tells her story and how she learned the power of the pivot
- [The Biggest Lessons Advisors Should Learn from Navy SEALs](https://rfgadvisory.com/blog/the-top-5-things-advisors-should-learn-from-navy-seals/): 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 requires more than most are willing to give. 
- [The Economic Benefit of Going Independent as a Financial Advisor](https://rfgadvisory.com/blog/the-economic-benefit-of-going-independent/): 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 if you were to ask RFG Advisors what drove them to this path, you’ll hear words like “I wanted to do what was best for my clients” or “I saw a better way to run a business” or “I craved the freedom to set my own business goals.” No matter what brought you to this moment, there’s also another reason advisors LOVE being independent: the financial upside.
- [RIA Megatrends Webinar Highlights From Think Advisor](https://rfgadvisory.com/blog/jeff-berman-from-think-advisor-highlights-docupace-sponsored-webinr-ria-megatrends-catalysts-for-disruption-differentiation-and-dominance/): Original article can be found here - https://www.thinkadvisor.com/2023/01/13/8-steps-to-building-a-thriving-ria-business/
- [RFG Advisory Announces Affiliation with RVA Wealth Management](https://rfgadvisory.com/blog/rfg-advisory-announces-affiliation-with-rva-wealth-management/): RFG's announcement is the third partnership in three weeks, a sign of its growing footprint in the U.S.
- [The RIA Model Isn’t Emerging Anymore. It’s Already Won. ](https://rfgadvisory.com/blog/why-the-ria-model-has-already-won/): For years, conversations about independence centered around possibility. 
- [The Hidden Risk of Wealth Management Consolidation for Advisors ](https://rfgadvisory.com/blog/hidden-risk-of-wealth-management-consolidation/): That is the hidden risk of wealth management consolidation. Not simply that firms evolve, but that Advisors can slowly lose influence over how those changes shape their business. 
- [Surge Scheduling for Financial Advisors: How to Reclaim Time and Scale with Intention](https://rfgadvisory.com/blog/surge-scheduling-for-financial-advisors-rfg/): Surge scheduling for financial Advisors is a strategy where client meetings are grouped into defined time periods, freeing up space for business development and strategic work. When combined with a structured time system, it helps Advisors reduce calendar fragmentation, improve focus, and scale their business more intentionally.
- [Financial Advisor Technology Is Changing: Why the Future RIA Will Run on AI, Not Logins](https://rfgadvisory.com/blog/financial-advisor-technology-ai-future-ria/): Most Advisors rely on fragmented financial advisor technology to start their day.
- [Design Beats Discipline: Why Client Segmentation Helps Financial Advisors Scale Their Businesses ](https://rfgadvisory.com/blog/client-segmentation-financial-advisors/): At some point, many Financial Advisors reach a quiet realization. The business is growing, clients are being served well, and revenue is steady. Yet the calendar feels tighter, the inbox fuller, and the margin for thinking strategically begins to shrink. 
- [Financial Planning for Women After Divorce: What Advisors Must Get Right](https://rfgadvisory.com/blog/financial-planning-for-women-after-divorce/): Financial planning for women after divorce is not a routine annual review; it is a turning point conversation. When a woman walks through divorce, she isn’t just separating assets, she’s redefining her future. Income shifts, roles change, and decisions that once felt shared now rest solely on her shoulders. 
- [Why True Financial Advisor Independence Requires Real Infrastructure  ](https://rfgadvisory.com/blog/financial-advisor-independence-infrastructure/): For many Financial Advisors, independence represents ownership, flexibility, and the ability to shape the future of their business on their own terms. It’s no surprise that the independent movement, especially among the modern Breakaway Advisor, continues to grow. 
- [Love What You Do Again: How the Right RIA Platform Infrastructure Changes Everything for Financial Advisors ](https://rfgadvisory.com/blog/right-ria-platform-infrastructure-rfg-advisory/): At RFG, we’ve built a corporate RIA platform designed to help you remove operational bottlenecks, win back time for your passions, focus on what matters, and Build Your Business Without Compromise™. 
- [The Human Side of Business: Why Financial Advisor Growth Thrives in Trust-Based Environments](https://rfgadvisory.com/blog/why-financial-advisor-growth-thrives-in-trust-based-environments/): Trust-based environments are a behavioral strategy for Financial Advisor growth.
- [Operational Friction: 5 Bottlenecks Slowing Growth & How Corporate RIAs Can Help](https://rfgadvisory.com/blog/operational-friction-slowing-growth-corporate-ria/): How corporate RIAs can help: A corporate RIA with Advisor-centric, fully integrated compliance processes can provide clarity, predictable results, and fewer unnecessary restrictions.
- [6 Financial Life Events Women Navigate & What Financial Advisors Often Miss | StrongHer Money®](https://rfgadvisory.com/blog/6-financial-life-events-women-navigate-what-financial-advisors-often-miss-strongher-money/): Financial planning for women requires more than technical expertise. It requires a human touch and scalable service model built with life transition in mind.
- [Busy Isn’t Strategic: How Time Fragmentation Sabotages Financial Advisor Growth](https://rfgadvisory.com/blog/how-time-fragmentation-sabotages-financial-advisor-growth/): Your calendar is full. Your clients are taken care of. Your days are productive. Still, growth feels blunted. The culprit? Time fragmentation. 
- [Enterprise Value: The Most Overlooked Driver of Advisor Wealth](https://rfgadvisory.com/blog/enterprise-value-financial-advisors-rfg/): For many Financial Advisors, wealth is measured in annual income, production milestones, or top-line revenue growth. Those metrics matter, but they only tell part of the story. 
- [Why Women Inheriting Wealth Belong in Every Financial Advisor’s Growth Strategy | StrongHer Money®](https://rfgadvisory.com/blog/why-women-inheriting-wealth/): By Abby Salameh
- [Why Advisors Grow Faster When Their Systems Are Designed for Human Behavior](https://rfgadvisory.com/blog/behavioral-systems-designed-advisor-growth/): Growth doesn’t stall for most Financial Advisors due to a lack of hard work. It stalls when service models collide with the emotional way clients and prospects actually think, feel, and decide.
- [The Risk of Standing Still for Independent Broker-Dealer Financial Advisors](https://rfgadvisory.com/blog/risk-of-standing-still-for-independent-broker-dealer-advisors/): In a financial landscape that’s evolving rapidly, standing still has become one of the riskiest strategies of all. Client expectations are becoming more demanding, digital transformation is accelerating, and regulatory complexity continues to rise. The Advisor business model itself is being redefined: from product-driven to client-centered, from constrained to autonomous, from dependent to truly independent.
- [Care and Capital: Helping Women Navigate Financial Goals While Caring for Loved Ones ](https://rfgadvisory.com/blog/caregivers-support-network-rfg/): Caregiving is a profound act of love, but for many women, it carries hidden financial, emotional, and mental costs that quietly undermine long-term security.  
- [The Freedom Trap: When Independence Doesn’t Go Far Enough](https://rfgadvisory.com/blog/the-freedom-trap-when-independence-doesnt-go-far-enough/): Advisors who choose the independent broker-dealer (IBD) path often do it for reasons that feel intuitively right.
- [How to Grow Your Business Organically (Without Hustling Harder): 3 Systems Financial Advisors Are Using Now ](https://rfgadvisory.com/blog/how-to-grow-your-business-organically-without-hustling-harder-3-systems-financial-advisors-are-using-now/): Let’s walk through how three RFG Advisors are using these strategies to drive 13%+ organic growth year over year (compared to the industry’s 2–5% average).
- [The End of the Grid: How Top Advisors Are Taking Control of Their Future](https://rfgadvisory.com/blog/the-end-of-the-grid-rfg-advisory/): Wirehouse firms were once viewed as the gold standard for financial Advisors, offering brand recognition, resources, and the stability of an established institution. For many, it was the ideal place to build credibility, grow a book, and serve clients under a trusted name.
- [Why Women Need a Personalized Financial Plan Now More Than Ever ](https://rfgadvisory.com/blog/financial-planning-month-for-women-stronghermoney/): As we dive into Financial Planning Month, it is important to address women’s financial lives are anything but one-size-fits-all. From early career decisions to caregiving responsibilities, marriage, divorce, and legacy planning, women navigate a complex web of financial choices that evolve with each life stage. 
- [Building a Client Screening Process to Identify Right-Fit Prospects](https://rfgadvisory.com/blog/client-screening-process-advisors/): By Brendan Frazier | Chief Behavioral Officer
- [Independent Broker-Dealer vs RIA: The Freedom Shift ](https://rfgadvisory.com/blog/independent-broker-dealer-vs-ria/): The traditional independent broker-dealer model once promised autonomy. But as consolidation increased, so did the guardrails on branding, on marketing, even on what kinds of businesses Advisors could build.  
- [Coaching for Financial Advisors: How to Think Like a CEO](https://rfgadvisory.com/blog/coaching-for-financial-advisors-how-to-think-like-a-ceo/): Financial Advisor coaching isn’t about professional development; it’s about business transformation. It’s a strategic growth engine that helps you think and act like a CEO. 
- [What Is a Wealth Management Client Associate (And Why Do You Need One)? ](https://rfgadvisory.com/blog/wealth-management-client-associate/): Enter: the wealth management client associate. 
- [The Human Side of Marketing ](https://rfgadvisory.com/blog/human-side-of-marketing/): That’s why the human side of marketing matters more than most Advisors realize. 
- [Reclaiming Your Time: A Strategic Approach to Outsourcing Portfolio Management ](https://rfgadvisory.com/blog/outsourcing-portfolio-management/): If you're spending your days in trading software rather than across from your clients, or if the back-office burden is holding you back from scaling, there may be a smarter way forward: outsourcing portfolio management. 
- [The Growing Power of Women in Wealth: What Advisors Are Leaving on the Table ](https://rfgadvisory.com/blog/advisor-wealth-strategy-women/): The next decade has the potential to rewrite the landscape of wealth strategy and those who are served. As we stand at this crossroad, one path leads to the familiar, with Advisors serving the same clients and using the same approaches that once worked but now could risk stagnation. The other demands change: a future fueled by new markets, stronger connections, and strategies built for lasting growth and impact. 
- [5 Common Compliance Mistakes Financial Advisors Make (and How to Avoid Them) ](https://rfgadvisory.com/blog/financial-advisor-regulations/): In this blog, we’re highlighting five common Financial Advisor regulations and compliance mistakes (plus practical ways to avoid them), so you can keep momentum, reduce risk, and focus on what matters most: growing your business with confidence. 
- [How to Craft a Statement of Financial Purpose ](https://rfgadvisory.com/blog/statement-of-financial-purpose/): How often do you talk with clients about their financial purpose before diving into the numbers? 
- [How to Build an Onboarding Process Designed to Drive Client Retention and Increase Referrals ](https://rfgadvisory.com/blog/new-client-onboarding/): Financial Advisors have access to a variety of channels to find potential prospects. But with growing competition and limited time to focus on marketing, many Advisors are unsure which channels will deliver the best results for their business.  
- [How to Gain Referrals & Grow Your Client Base: 7 Lead Generation Strategies for Financial Advisors ](https://rfgadvisory.com/blog/lead-generation-for-financial-advisors/): Lead generation for Financial Advisors isn’t just about filling a pipeline; it’s about building a business with intention. 
- [AI for Financial Advisors: 12 Use Cases for Advisors to Drive Growth, Elevate Client Experiences, and Reclaim Time](https://rfgadvisory.com/blog/ai-for-financial-advisors/): There’s no shortage of articles on AI for Financial Advisors lately: 
- [12 Impactful Client Event Ideas for Financial Advisors: From Themed Dinners to Holiday Open Houses and Beyond ](https://rfgadvisory.com/blog/client-event-ideas-for-financial-advisors/): In the advisory business, relationships are everything. 
- [How to Tell Your Clients You’re Transitioning to a New Firm ](https://rfgadvisory.com/blog/financial-advisor-transition/): This guide walks you through strategies designed to help you speak with confidence and empathy during a Financial Advisor transition—so you can protect relationships, minimize disruption, and keep momentum moving forward. 
- [5 Ways to Rethink Capacity and Optimize Your Advisory Business for Growth   ](https://rfgadvisory.com/blog/advisor-capacity-development/): Financial Advisors have access to a variety of channels to find potential prospects. But with growing competition and limited time to focus on marketing, many Advisors are unsure which channels will deliver the best results for their business.  
- [10 Questions to Ask Before a Tuck-In Acquisition ](https://rfgadvisory.com/blog/10-questions-to-ask-before-a-tuck-in-acquisition/): And for you, successful tuck-in acquisitions can unlock: 
- [From CFP® to CPWA®: The Smart Financial Advisor’s Guide to Certifications ](https://rfgadvisory.com/blog/certifications-for-financial-advisors/): This guide walks through the most commonly recognized certifications for Financial Advisors in the financial services industry, along with those designed for Advisors seeking to carve out a niche or specialize in complex planning. 
- [5 Client Retention Strategies for Financial Advisors ](https://rfgadvisory.com/blog/how-to-retain-clients-in-financial-services/): Learning how to retain clients in financial services isn’t just a best practice; it’s essential to building a sustainable, scalable business. With acquisition costs topping $3,000 per new client, retention is critical for profitability, efficiency, and long-term value. 
- [What Is Storyselling for Financial Advisors? A How-To Guide on Telling Your Story and Growing Your Business  ](https://rfgadvisory.com/blog/storyselling-for-financial-advisors/): Every Advisor has a reason they chose this line of work. It may have begun with an early personal experience, a pivotal conversation, or a desire to help change others’ lives. Whatever the origin, your story carries weight, and when shaped with intention, it can deepen your connection with clients, and distinguish your business with prospects.  
- [How to Make Your Annual Client Review More Meaningful ](https://rfgadvisory.com/blog/annual-client-review-template/): Your annual client review template is more than a meeting guide; it reflects your commitment to connection, clarity, and care. By weaving in values-based questions, intentional structure, and a touch of inspiration, you can turn even the most routine reviews into moments your clients look forward to. 
- [Salesforce for Financial Advisors: Why Your CRM Should Be Built For You ](https://rfgadvisory.com/blog/salesforce-for-financial-advisors/): Too often, Client Relationship Management systems, also known as CRMs, are overly complex or poorly aligned with the actual needs of an Advisory business, operating as check-the-box tools instead of growth engines.  
- [Too Busy to Grow? Fix Your Financial Advisor Schedule With These 6 Vision-Driven Shifts ](https://rfgadvisory.com/blog/financial-advisor-schedule/): Whether you’re entering a new phase of growth or refining what you’ve already built, these six shifts are designed to help you align your Financial Advisor schedule with your long-term vision. 
- [Designing Your Career Path: A Guide for Financial Advisors ](https://rfgadvisory.com/blog/financial-advisor-career-path/): Remember, there’s no one “right” Financial Advisor career path—just the one that’s a right-fit for you.  
- [Streamlined Success: Building an Optimal Financial Advisor Team Structure ](https://rfgadvisory.com/blog/financial-advisor-team-structure/): Every growth-minded independent Financial Advisor eventually hits a wall: You’re building something meaningful, but between client meetings, compliance, marketing, and admin, your time gets stretched across a dozen roles. Even though you’ve built momentum, the pace becomes unsustainable without the right Financial Advisor team structure behind you.  
- [Succession Planning For Financial Advisors: The Ultimate Guide](https://rfgadvisory.com/blog/succession-planning-financial-advisors/): Succession planning for Financial Advisors isn’t just about preparing for the future; it’s a chance to protect your legacy and elevate what comes next. Whether you’re planning to retire, elevate a next-gen Advisor, or merge with a like-minded partner, you have the opportunity to plan your business’ direction, leadership, and longevity with intention.  
- [Winning Client Trust in the AI Era ](https://rfgadvisory.com/blog/winning-client-trust-ai-era/): By Brendan Frazier
- [Advisor Technology: 6 Essential Financial Planning Tools Every Growth-Minded Advisor Should Know](https://rfgadvisory.com/blog/a-complete-guide-to-financial-planning-tools-for-advisors/): For Financial Advisors committed to building long-term value, technology isn’t just a support system; it’s a strategic asset. The right financial planning tools for Advisors can influence everything from client satisfaction to your daily workflow. 
- [Building a Client Referral Flywheel  ](https://rfgadvisory.com/blog/building-a-client-referral-flywheel/): One of the most powerful drivers of organic growth for Financial Advisors is often the most overlooked: client referrals. 
- [Finding the Right Financial Advisor Business Model: A Guide to Growth on Your Terms ](https://rfgadvisory.com/blog/the-right-financial-advisor-business-model/): Choosing a Financial Advisor business model isn’t just a box to check; it’s a defining move that shapes how you grow, how you serve clients, and what your business becomes over the next decade and beyond. 

## Pages
- [ClickOne](https://rfgadvisory.com/clickone/): New: Introducing ClickONE
- [CastleGuard](https://rfgadvisory.com/castleguard/)
- [Capital Solutions](https://rfgadvisory.com/capital-solutions/): Unlock capital that helps you grow, scale, and build enterprise value
- [Advanced Planning](https://rfgadvisory.com/advanced-planning/): Deliver high-impact financial plans without spending hours building them
- [Locations](https://rfgadvisory.com/rfg-offices-locations/): 1400 Urban Center Dr, Birmingham AL 35242, USA
- [IT Services](https://rfgadvisory.com/it-and-cybersecurity-rfg/): Protect Your Business Without Slowing It Down
- [Video Library](https://rfgadvisory.com/video-series/): Gain actionable insights to improve every aspect of your financial advisory business – from acquiring more clients to driving increased retention and loyalty.
- [About Us](https://rfgadvisory.com/about/): About RFG Advisory
- [Community](https://rfgadvisory.com/community/): We’re building something bigger than ourselves.
- [Our Story](https://rfgadvisory.com/our-story/): Our Story
- [Case Studies](https://rfgadvisory.com/case-studies/): Independent Financial Advisor Case Studies
- [Newsroom](https://rfgadvisory.com/newsroom/): Stay informed with the latest updates from our firm, including press features, media highlights, and thought leadership articles.
- [Newsletter](https://rfgadvisory.com/newsletters/): Get tailored insights straight to your inbox. Our newsletters make it fast and easy to find the best advice and strategies to grow your business without compromise.
- [The Human Side of Money](https://rfgadvisory.com/the-human-side-of-money/): Better conversations. Deeper realtionships. Intentional growth.
- [StrongHer Money](https://rfgadvisory.com/strongher-money/): Who StrongHer Money® Supports
- [Technology and IT](https://rfgadvisory.com/technology/): Experience a New Era of RIA Technology
- [Investment Services](https://rfgadvisory.com/investment-solutions/): Institutional-Caliber Investment Management for Financial Advisors
- [Strategic Coaching](https://rfgadvisory.com/strategic-coaching/): Business Coaching for Financial Advisors Who Want More Than Ideas
- [RFG Talent](https://rfgadvisory.com/rfg-talent/): Build a High-Performing Team Without the HR Headaches Experience RFG Talent
- [Operations](https://rfgadvisory.com/back-office-solutions/): RFG’s back-office solutions are designed to give you your time back by removing the operational drag that pulls you away from clients, growth, and higher-value work. Instead of managing processes and chasing tasks, your business runs more efficiently behind the scenes, freeing you to focus on relationships, advice, and building something that compounds over time. 
- [Marketing and Growth](https://rfgadvisory.com/marketing-and-growth/): Marketing Growth Services for Independent Advisors
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- [Advisor Solutions](https://rfgadvisory.com/advisor-solutions/): Independent Advisor Solutions
- [Transition Services](https://rfgadvisory.com/transition-services/): Transition with Confidence
- [Podcasts](https://rfgadvisory.com/podcasts/): Stay ahead of industry trends and cutting-edge research through the RFG Advisory podcast network – a suite of shows dedicated to helping growth-minded Financial Advisors build the business of their dreams.
- [Schedule a Call](https://rfgadvisory.com/schedule-a-call/): You have a vision for your business. We're here to help you build it.
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- [Contact](https://rfgadvisory.com/contact-us/): Want to get in touch? Fill in our general inquiries form and keep an eye on your inbox – our team strives to get back to you within one business day.
- [Careers](https://rfgadvisory.com/careers/): Join our team of A-Players to shape a brighter future for growth-minded Advisors.
- [Meet Our Team](https://rfgadvisory.com/meet-our-team/): Our Team
- [Blog](https://rfgadvisory.com/blog/)
- [Home](https://rfgadvisory.com/): Build Your Business Without Compromise™

## News
- [Barron’s Feature: RFG Advisory’s Shannon Spotswood](https://rfgadvisory.com/news/rfg-advisory-president-shannon-spotswood-featured-in-barrons-article/): RFG Advisory President, Shannon Spotswood, was recently profiled by Barron's detailing her journey from the world of investment banking and successful career as a hedge-fund manager to transforming a Hybrid RIA in Birmingham, AL from the ground up.
- [RFG Advisory Annual Growth Conference Books Industry Leaders](https://rfgadvisory.com/news/rfg-advisory-brings-in-top-industry-leaders-for-annual-growth-conference/): Next week, RFG Advisory is set to host their annual Advisor Retreat, a 4-day conference exclusive to Advisors who are partners with the firm.
- [RFG Advisory Named Finalist in Industry Awards for 2023](https://rfgadvisory.com/news/rfg-advisory-named-finalist-for-2023-wealth-management-industry-awards/): The fast-growing platform for independent advisors receives recognition in the category of RIA Advisor Support Platforms for their Transition Playbook
- [RFG Advisory Named in Forbes/SHOOK List of Top 100 RIA Firms](https://rfgadvisory.com/news/rfg-advisory-named-to-the-inaugural-forbes-shook-list-of-top-100-ria-firms/): The recognition comes on the heels of RFG’s 2022 Wealthies win, as well as their inclusion on the Investment News’ 2022 Best Places to Work for Financial Advisors list
- [RFG Advisory Expands Advisor Access to Alternatives and Structured Investments Through iCapital® Partnership](https://rfgadvisory.com/news/icapital-partnership-alternatives-independent-advisors/): Integration into RFG’s ClickONE platform streamlines advisor access and enhances the client experience
- [Featured in WealthManagement: RFG Advisory Invests AI Notetaking Platform Zocks](https://rfgadvisory.com/news/featured-in-wealthmanagement-com-rfg-advisory-invests-ai-notetaking-platform-zocks/)
- [RFG Advisory Appoints Mark Gilbert and Jim Patrick to Board, Makes Strategic Investment in Zocks](https://rfgadvisory.com/news/rfg-advisory-apppoints-new-board-members/): Strengthens institutional investment management and advances a unified, intelligence-driven experience for Independent Advisors
- [Pierson Wealth Management Breaks from Broker-Dealer Model  to Launch Independent Firm with RFG Advisory ](https://rfgadvisory.com/news/pierson-wealth-management-breaks-from-broker-dealer-model-to-launch-independent-firm-with-rfg-advisory/): $230M Advisor launches firm designed for greater control, flexibility and long-term enterprise value
- [RFG Advisory Expands Capital Solutions with First Majority Acquisition of RVA Wealth Management](https://rfgadvisory.com/news/rfg-advisory-acquires-rva-wealth-management/): The transaction marks RFG’s first Advisor majority acquisition and represents a significant milestone in the firm’s long-term strategy to expand its capital solutions and support Advisors through succession, monetization, and continued growth.
- [RFG Launches ClickONE Command Center, Powering the RIA of the Future](https://rfgadvisory.com/news/rfg-clickone-command-center-ai-platform/): Powered by unified data and AI-driven intelligence, ClickONE Command Center helps reduce the “swivel-chair” of navigating multiple systems so Advisors can surface insights instantly and run their businesses more efficiently.
- [RFG Advisory Welcomes Black Oak Asset Management with Over $200M in Client Assets](https://rfgadvisory.com/news/rfg-advisory-welcomes-black-oak-asset-management/): BIRMINGHAM, Ala. – March 3, 2026— RFG Advisory (“RFG”), an innovator in the wealth management industry dedicated to helping independent financial Advisors build their business without compromise, today announced the addition of Black Oak Asset Management (“Black Oak”), an established independent advisory firm based in Alpharetta, Georgia managing more than $200 million in client assets. Led by Ryan Ledden, CFP®, RICP®, the firm serves clients across the Southeast.
- [RFG Advisory Featured in Kitces Advisor Services Map](https://rfgadvisory.com/news/rfg-kitces-advisor-services-providers-map/)
- [RFG Advisory Caps Transformational 2025 with Strategic Platform Enhancements](https://rfgadvisory.com/news/rfg-advisory-transformational-2025-platform-enhancements/): A purpose-driven year of innovation strengthens RFG’s position as “The RIA of the Future.”
- [A Bull Market for Advice: Why RFG Advisory Is Betting Everything on Independence and Culture](https://rfgadvisory.com/news/independence-and-culture-rfg/)
- [Rick Wedell Featured in InvestmentNews: Is the Era of Stock Speculation Over?](https://rfgadvisory.com/news/stock-speculation-rick-wedell/)
- [FinancialPlanning: Compliance as an AI ‘brake pedal’ and How Firms are Learning to Steer](https://rfgadvisory.com/news/compliance-as-an-ai-brake-pedal-and-how-firms-are-learning-to-steer/)
- [Intellectual Horsepower: the Human Edge in an Innovation Wave By Dr. Jordan Hutchison](https://rfgadvisory.com/news/intellectual-horsepower-human-edge-ai/)
- [Cambium Wealth Partners Selects RFG Advisory to Power Next-Generation Growth Through Comprehensive Support and Technology](https://rfgadvisory.com/news/cambium-wealth-partners-joins-rfg-advisory/): Arizona-based firm with $340 million in client assets partners with RFG to enhance service, streamline operations and deepen purpose-driven advice
- [RFG Advisory Expands Model Marketplace Through Strategic Partnership with Syntax Data](https://rfgadvisory.com/news/rfg-syntax-single-name-equity-portfolios-rfg/): Collaboration introduces low-cost, single-name equity portfolios to enhance personalized investment experiences for clients.
- [Ed Swenson Featured in the Daily Upside: Advisors Are Piling Into the RIA Channel. That May Not Be a Good Thing](https://rfgadvisory.com/news/ed-swenson-second-generation-breakaway-advisors/)
- [Forbes: An Alabama Woman’s Journey From Children’s Clothing To Tech IPOs, To Leading A $5.8 Billion RIA](https://rfgadvisory.com/news/shannon-spotswood-alabama-woman-tech-ipos-to-ria-leader/)
- [Citywire: $6.5bn RFG Advisory hires Ed Swenson as president](https://rfgadvisory.com/news/ed-swenson-joins-rfg-advisory-president/)
- [RFG Advisory Appoints Industry Veteran Ed Swenson as President](https://rfgadvisory.com/news/rfg-advisory-appoints-industry-veteran-ed-swenson-as-president/): RIA innovator strengthens leadership team to accelerate growth, technology innovation and advisor experience
- [Featured in ThinkAdvisor: 9 Ways Advisors Can Unlock the Power of Great Questions by Brendan Frazier](https://rfgadvisory.com/news/advisor-superpower-asking-great-questions/)
- [RFG Advisory Launches StrongHer Money® to Ready Advisors for $30 Trillion Wealth Opportunity](https://rfgadvisory.com/news/rfg-advisory-launches-strongher-money/): Fully integrated growth platform delivers training, resources and coaching to help Advisors attract, win and serve women more effectively
- [RFG Advisory Debuts Bluemonte ETFs—A Unified Investment Approach to Enhance Control and Efficiency](https://rfgadvisory.com/news/rfg-advisory-debuts-bluemonte-etfs/): New ETF suite designed to deliver scalable, institutional-quality investment strategies and potentially enhance tax efficiency

## Videos
- [Iran Tensions, Fed Uncertainty & Inflation Risks](https://rfgadvisory.com/video/iran-inflation-fed-market-update-june-2026/): Markets remain near all-time highs, but investors continue to face uncertainty from both geopolitical events and monetary policy. In this Market Commentary, Rick Wedell discusses ongoing tensions involving Iran and the Strait of Hormuz, noting that while markets have largely recovered from earlier volatility, the situation remains fluid and could continue influencing investor sentiment.   
- [Why Strong Economic Data Triggered a Market Sell-Off ](https://rfgadvisory.com/video/good-news-bad-news-market-volatility/): Recent market volatility has left many investors wondering why stocks declined following a stronger-than-expected jobs report. In this Market Commentary, Rick Wedell explains how employment growth, inflation concerns, and Federal Reserve policy expectations continue to shape market sentiment and investor behavior. 
- [Why Markets React to Changing Expectations ](https://rfgadvisory.com/video/market-commentary-changing-expectations/): Markets do not always move based on the news itself. More often, they respond to how that news compares to investor expectations. In this Market Commentary, RFG Advisory CIO Rick Wedell explains how shifting expectations around geopolitical tensions, earnings growth, and interest rates are influencing market behavior and investor sentiment. 
- [Strong Earnings, Rising Inflation: A Market Update for Long-Term Investors ](https://rfgadvisory.com/video/stock-market-earnings-inflation-2026-market-update/): The U.S. stock market is currently weighing two powerful and competing forces: an exceptionally strong Q1 earnings season and a renewed uptick in inflation. In this Market Commentary, RFG Advisory CIO Rick Wedell walks through the latest data and explains what it may mean for investors navigating today's market environment. 
- [Why Market Timing Doesn’t Work: A Data-Driven Look](https://rfgadvisory.com/video/why-market-timing-doesnt-work/): Market timing sounds appealing, especially when markets are volatile. But the data tells a different story. In this Market Commentary, Rick Wedell explains why attempting to time the market tends to hurt long-term investors more than it helps, and what the probability math actually looks like when you break it down.
- [Market Commentary: Why Markets Are Holding Steady Amid Geopolitical Tensions](https://rfgadvisory.com/video/market-commentary-middle-east-tensions-stocks/): Markets have remained surprisingly stable despite ongoing geopolitical uncertainty in the Middle East. In this week’s commentary, Rick Wedell explains what is driving that resilience and how investors should interpret the latest developments. 
- [Is the U.S. Insolvent? A Closer Look at the Headlines](https://rfgadvisory.com/video/is-the-us-insolvent/): Recent headlines suggest the United States may be insolvent, raising concerns for investors. In this Market Commentary, Rick Wedell explains why those claims may oversimplify the issue and how to interpret government debt in a broader economic context. 
- [Market Volatility, Oil Prices, and Geopolitical Risk: What Investors Should Know](https://rfgadvisory.com/video/market-volatility-oil-prices-geopolitics/): Markets have experienced increased volatility as geopolitical tensions escalate, and oil prices rise. In this Market Commentary, Rick Wedell provides context around recent declines and explains what may matter most for long-term investors. 
- [Market Volatility and Oil Prices: A Long-Term Investor Perspective](https://rfgadvisory.com/video/market-volatility-oil-prices-investors/): Recent geopolitical tensions have driven oil prices higher and contributed to increased market volatility. While headlines may feel concerning, the broader data provides important context for investors. 
- [The 60/40 Debate: Rick Wedell’s Take](https://rfgadvisory.com/video/rick-wedell-60-40-vs-40-60-debate/): Recent industry headlines have questioned whether the traditional 60/40 portfolio still makes sense for investors. In this week’s Market Commentary, Rick Wedell, CIO of RFG Advisory, pushes back on that narrative and explains why sweeping allocation shifts can introduce risks for long-term investors. 
- [Oil Shock & Market Reaction: What the Iran Conflict Means for Investors](https://rfgadvisory.com/video/oil-shock-middle-east-market-update/): Markets are responding to an expanded conflict in the Middle East, with the effective closure of the Strait of Hormuz pushing oil prices higher. In this Market Commentary, Rick Wedell, CIO of RFG Advisory, breaks down what this means for investors and how markets are adjusting.
- [Diversification, Inflation & AI Disruption: What’s Driving 2026 Markets](https://rfgadvisory.com/video/us-dollar-collapse-risk-market-commentary/): The market leadership playbook is changing — and investors need to pay attention. 
- [Fed Chair Nominee Kevin Warsh, 2026 Market Leadership, & Early Earnings Momentum](https://rfgadvisory.com/video/market-commentary-kevin-warsh-fed-chair-nominee-2026-market-leadership-and-earnings-momentum/): In this week’s Market Commentary, Rick Wedell, CIO of RFG Advisory, breaks down recent news surrounding Kevin Warsh as Fed Chair nominee, what's leading the markets in early 2026, and why corporate earnings matter right now.
- [How to Stop Good Financial Decisions from Backfiring](https://rfgadvisory.com/video/how-good-financial-decisions-backfire/): Ever undue a great financial decision with a poor one?
- [Tensions with Greenland, Yields Rising, & Early Earnings Strength.](https://rfgadvisory.com/video/greenland-tensions-yields-rising-early-earnings-strength/): In this week’s Market Commentary, Rick Wedell, CIO of RFG Advisory, covers the impact of Greenland-related geopolitics, current pressure on global bond yields, and what early earnings could mean for 2026.
- [Achieving Financial Goals by Leveraging Intentions (4 Practical Steps)](https://rfgadvisory.com/video/achieving-financial-goals-by-leveraging-intentions/): Most financial goals don’t fail due to a lack of money. They fail because of behavior. 
- [Geopolitical Risk, 2025 Ends Strong, & What’s Next](https://rfgadvisory.com/video/market-commentary-geopolitical-risk-2025-ends-strong/): In this week’s Market Commentary, Rick Wedell, CIO of RFG Advisory, weighs in on recent geopolitical tensions, last year’s strong market performance, and why international stocks led the way in 2025. 
- [Returns Hold Strong but Caution Remains](https://rfgadvisory.com/video/returns-hold-strong-but-caution-remains/): Welcome to this week’s Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell! 
- [The Financial Power of Reflection: A Simple Year-End Habit to Implement Before 2026](https://rfgadvisory.com/video/the-financial-power-of-reflection/): Financial goal setting is vital. But is there another year-end practice that can profoundly impact your financial future?
- [S&P 500 Nears Record High, the Fed’s “Hawkish Cut,” and Year-End Planning](https://rfgadvisory.com/video/market-commentary-2025-12-10/): Welcome to this week’s Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell!
- [Rates, Jobs & Valuations: What’s Behind November’s Market Pullback ](https://rfgadvisory.com/video/market-update-november-2025-rfg/): In this Market Commentary, Rick Wedell, Chief Investment Officer at RFG Advisory, breaks down the key drivers influencing market performance in November. 
- [The Hidden Psychology of Giving](https://rfgadvisory.com/video/the-hidden-psychology-of-giving/): We all know giving feels good. But most people never stop to ask why it feels good or why our brains sometimes pull us toward certain causes and not others. 
- [Shutdown Relief, Strong Earnings & Consumer Worries: Market Commentary ](https://rfgadvisory.com/video/shutdown-relief-strong-earnings-consumer-worries-market-commentary/):  In this  Market Commentary for November 11, 2025, Rick Wedell, Chief Investment Officer at RFG Advisory, breaks down what’s driving market activity following the resolution of the U.S. government shutdown. 
- [The Hidden Bias Controlling Your Money Decisions](https://rfgadvisory.com/video/the-hidden-bias-controlling-your-money-decisions/): We all have financial blind spots that quietly shape how we save, spend, and invest. One of the biggest? Confirmation bias—the mental shortcut that makes us seek out proof for what we already believe while ignoring what might prove us wrong. 
- [S&P 500 Continues Strong Amid U.S.-China Trade Deal Expected This Week](https://rfgadvisory.com/video/market-commentary-fed-trade-deal-q3-rfg-advisory/): Welcome to this week’s Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell! 
- [Feeling Behind? How to Turn Comparison Into a Tool for Growth ](https://rfgadvisory.com/video/comparison-isnt-the-enemy-its-human-nature/): We all compare ourselves to others—it’s completely natural. But what if those comparisons could actually help you move forward instead of holding you back? 
- [The headlines are loud, and this time the markets are paying attention.](https://rfgadvisory.com/video/the-headlines-are-loud-and-this-time-the-markets-are-paying-attention/): The headlines are loud, and this time the markets are paying attention. 
- [How Mental Accounting Shapes Every Spending Decision](https://rfgadvisory.com/video/how-mental-accounting-shapes-every-spending-decisions/): Ever wonder why “extra” money, like a tax refund or birthday cash, feels easier to spend than money from your paycheck? In this episode of Wisdom in Wealth, RFG Chief Behavioral Officer Brendan Frazier unpacks mental accounting, the invisible system in your brain that shapes how you treat money based on where it comes from or what it’s for. 
- [Government Shutdown & The Market: Why Investors Shouldn’t Panic ](https://rfgadvisory.com/video/government-shutdown-the-market-why-investors-shouldnt-panic/): The headlines are loud, but the markets aren’t flinching. 
- [Market Update: Staying Confident Through the Crosscurrents](https://rfgadvisory.com/video/market-update-staying-confident-through-the-crosscurrents/): Markets have been on a strong run but hit pause last week, and now we know why. In this week’s Market Commentary, Rick Wedell explains what’s driving the headlines—and why it matters for your long-term goals: 
- [Small Wins Drive Big Progress](https://rfgadvisory.com/video/wisdom-in-wealth/): We all tend to celebrate the finish line —retirement, paying off themortgage, or hitting a savings milestone. But the truth is, what really keeps you moving forward is celebrating the small wins along the way.
- [Rate Cut in Focus: What the Fed’s Words Could Mean ](https://rfgadvisory.com/video/feds-next-move/): Welcome to this week’s Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell! 
- [What Could 10 Minutes of Reflection Reveal About Your Finances? ](https://rfgadvisory.com/video/financial-score/): When was the last time you paused to truly assess your financial life? 
- [From the UK to the Fed: This Week’s Market Moves Explained ](https://rfgadvisory.com/video/market-commentary-september-2025-rick-wedell-rfg-advisory/): Welcome to this week’s Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell! 
- [Three Things That Can Redefine Your Retirement ](https://rfgadvisory.com/video/retirement-3ps/): You’ve saved for decades and finally reached retirement. But there's no playbook on what to do after years of saving; you can have a fully funded retirement account and still feel bored, lonely, or unfulfilled in post-retirement life. 
- [From Your Wallet to Wall Street: How Tariffs Are Playing Out](https://rfgadvisory.com/video/from-your-wallet-to-wall-street-how-tariffs-are-playing-out/): Welcome to this week’s Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell!   
- [Is Doomscrolling Draining Your Wallet?](https://rfgadvisory.com/video/scrolling-and-spending/): In today’s hyper-connected world, we scroll, we like, we share, and often, we spend. But how often do you Ever scrolled through Instagram, TikTok, or Facebook and suddenly felt the urge to book a trip, buy new gear, or upgrade something you didn’t even know you wanted? You’re not alone. Social media can quietly influence how we spend, save, and even feel about our money, often without us realizing it. 
- [Unpacking the Jobs Report: A Market Reaction Worth Reconsidering?](https://rfgadvisory.com/video/unpacking-the-jobs-report-a-market-reaction-worth-reconsidering/): Welcome to this week’s Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell!   
- [Is Your Future Self a Stranger? Unpacking the End-of-History Illusion ](https://rfgadvisory.com/video/end-of-history-illusion/): In this episode of Wisdom in Wealth, Chief Behavioral Officer Brendan Frazier explores the End-of-History Illusion, a powerful cognitive bias that can sneak into your financial decision-making and quietly lock you into goals that may not serve who you're becoming. 
- [Earnings Heat Up, Tariff Tensions Simmer](https://rfgadvisory.com/video/tariff-tensions/): Welcome to this week’s Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell!   
- [Loss Aversion and the Real Cost of Playing It Safe](https://rfgadvisory.com/video/loss-aversion/): In this episode of Wisdom in Wealth, Chief Behavioral Officer Brendan Frazier explores one of the most powerful psychological forces in investing: loss aversion. Grounded in behavioral finance research of psychologists Daniel Kahneman and Amos Tversky, Brendan breaks down how the fear of loss can hijack logic, even when the odds are in your favor. 
- [Mid-Year Momentum: Equities Climb, Inflation Cools](https://rfgadvisory.com/video/global-markets-in-2025-mid-year/): In this Market Commentary, Rick Wedell, President & Chief Investment Officer at RFG Advisory, provides a data-driven overview of current market performance, key economic indicators, and recent policy developments impacting investors. 
- [Market Check-In: Steadiness Amid U.S.–Iran Tensions](https://rfgadvisory.com/video/market-check-in-us-iran/): In this special Market Commentary, Rick Wedell, President and Chief Investment Officer at RFG Advisory, takes a moment to provide thoughtful perspective in light of recent international events.  
- [Uncovering Money Memories: The Hidden Forces That Shape the Way you Make Financial Decisions](https://rfgadvisory.com/video/money-memories/): Ever felt anxious when spending or guilty for treating yourself, even when you know you can afford it?  
- [Bull Market, Fed Watch & the Israel-Iran Conflict ](https://rfgadvisory.com/video/bull-market-fed-watch-the-israel-iran-conflict/): Welcome to this week’s Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell!   
- [Why You Can’t Stick to Financial Goals (and the Tool That Can Fix It)](https://rfgadvisory.com/video/commitment-devices/): In this episode of Wisdom in Wealth, Brendan Frazier, RFG Advisory’s Chief Behavioral Officer, reveals the psychology behind why we often struggle to follow through on financial goals—and the surprising tool that can change everything: commitment devices. 
- [Flat Year, Wild Ride: What’s Really Moving the Market?](https://rfgadvisory.com/video/flat-sp/): Welcome to this week’s Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell!   
- [The Hidden Struggle of Retirement: Why Spending Feels So Hard](https://rfgadvisory.com/video/challenges-in-retirement-spending/): In this episode of Wisdom in Wealth, RFG Advisory’s Chief Behavioral Officer, Brendan Frazier, dives into one of the most surprising challenges many retirees face: the emotional struggle of spending their savings. 
- [A US- China Trade Truce (and What’s Next From the Fed)](https://rfgadvisory.com/video/us-china-trade-truce/): Welcome to a new episode of Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell!  
- [The Science of Happier Spending, Part 5: Investing in Others](https://rfgadvisory.com/video/investing-in-others/): Brendan Frazier, Chief Behavioral Officer at RFG Advisory, explores the fifth and final principle: Investing in Others. 

## Case Studies
- [When Growth Hits a Ceiling: How One Advisor Broke Free to Build Enterprise Value ](https://rfgadvisory.com/case-studies/breakaway-advisor-ria-transition/): For Advisors Who Know They’ve Outgrown Their Current Model 
- [From Captive to Independent: Transitioning $120M in 90 Days Without Client Data ](https://rfgadvisory.com/case-studies/transitioning-120m-in-90-days-without-client-data/): Leaving a captive firm is one thing. Taking the step into independence, even without client data in hand, can feel like another. 
- [RFG Spotlight: CMC Financial](https://rfgadvisory.com/case-studies/cmc-financial/): With RFG, Jim was able to design a brand that was unmistakably his. It reflected his personal values, honored his family story, and aligned with his vision for multi-generational planning. Together, they built the foundation for a business rooted in legacy, authenticity, and connection. He named it CMC Financial, a tribute to his three children, Carson, Madison, and Cassidy, and a daily reminder that thoughtful planning is about more than managing money.  
- [RFG Spotlight: Resolute Wealth Management](https://rfgadvisory.com/case-studies/resolute-wealth-management/): 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. 
- [RFG Spotlight: Four Seasons Wealth Management  ](https://rfgadvisory.com/case-studies/four-seasons-wealth-management/): For Four Seasons Wealth Management, the future was never about winding down; it was about evolving forward. What began as a lifestyle-driven succession plan for Founder Steve Wedel, CFP®, CFS, turned into a transformational partnership built on trust, shared values, and long-term growth. Today, alongside Wealth Advisor and CEO Michael Stalka, Four Seasons continues to serve multi-generational families with renewed energy and a clear vision for the road ahead. 
- [RFG Spotlight: The Billings Group ](https://rfgadvisory.com/case-studies/the-billings-group/): For The Billings Group, business is personal. Spanning across 31 states, their client relationships run deep—built on trust, personal connections, and a shared commitment to financial well-being. More than Advisors, they are partners in their clients’ stories, treating each relationship as an extension of their own family. 
- [RFG Advisor Spotlight: Brad Acton | Willow Private Wealth](https://rfgadvisory.com/case-studies/rfg-advisor-spotlight-brad-acton/): Brad Acton didn’t choose finance—at least, not at first. His journey began in ministry, driven by a calling to serve others.  
- [RFG Advisor Spotlight: Todd Doobrow | Curato Advisory](https://rfgadvisory.com/case-studies/rfg-advisor-spotlight-todd-doobrow/): Todd Doobrow’s journey into financial planning began in an unexpected place: a middle school classroom. A simple stock-tracking project sparked his fascination with financial markets, planting the seed for a lifelong passion that still drives him today. When the project wrapped up, his father gave him $100 to invest in one of the stocks he had tracked—a stock Todd still owns. 
- [RFG Advisor Spotlight: Marcia Miller | RFG Advisory](https://rfgadvisory.com/case-studies/rfg-advisor-spotlight-marcia-miller/): Throughout her career as a Financial Advisor, Marcia Miller has always been independent.
- [RFG Advisor Spotlight: Steve Carney, Chase Crump & Dany Martin | WFA](https://rfgadvisory.com/case-studies/wfa-spotlight-steve-carney-chase-crump-and-dany-martin/): The leadership team at WFA, including Steve Carney, Chase Crump, and Dany Martin, first met RFG while they were trying to formulate a succession plan.
- [RFG Advisor Spotlight: Wes Miller | Willow Private Wealth](https://rfgadvisory.com/case-studies/rfg-advisor-spotlight-wes-miller/): Since the beginning of his career, Wes Miller has strived to provide quality service to his clients. “I had an idea of what clients should experience when it comes to comprehensive financial planning,” he says. “My partner Casey and I, whom I met when we were both on the insurance side of the business, shared that mindset of building customized plans for clients.”
- [RFG Advisor Spotlight: Mark Green | GFG Wealth Advisors](https://rfgadvisory.com/case-studies/rfg-advisor-spotlight-mark-green/): Mark Green has been in the financial services industry since 1985, when he began working at Merrill Lynch. After a decade in operations, he shifted to the advisory side, drawn by the social nature of the business. “I wanted to be around people I enjoyed being around—and it’s a bonus that you get to help them with the stages in their life,” says Mark. “That’s how I kind of fell into the financial services business, and I’ve never looked back.”
- [RFG Advisor Spotlight: Chris Wedell | Volare Wealth Advisors](https://rfgadvisory.com/case-studies/listen-to-chris-share-her-experience-since-joining-rfg-advisory/): For the first decade of her career, Chris Wedell didn’t think much about growth. As an independent Financial Advisor, Chris loved her job: she loved the freedom her independence provided, loved engaging with clients, and loved the intellectual challenge of helping people plan for retirement.

## Newsletters
- [Disruption Blueprint: Why Adding Another Tool Won’t Solve Your Tech Infrastructure Problem](https://rfgadvisory.com/newsletters/technology-infrastructure-newsletter/): Most Advisors don’t set out to build complexity. It shows up gradually. Another login. Another system. Another workflow that was supposed to make things easier.
- [Wired Advisor: Your Environment is Either Fueling Your Growth or Capping It](https://rfgadvisory.com/newsletters/human-side-of-business-growth/): Today’s Wired Advisor looks at the side of growth you won’t find on a dashboard: the human side of running a business. As your business expands, success depends less on hustle and more on environment: the culture around you, the systems guiding your decisions, and the community you lean on.
- [Disruption Blueprint: Is Your Platform Built for Headlines Like These?](https://rfgadvisory.com/newsletters/disruption-blueprint-is-your-platform-built-for-headlines/): More clients bring more opportunity...and more technology, more compliance oversight, more vendor decisions. Revenue increases, but so does operational drag. It’s easy to find yourself in a holding pattern of, “I know I can grow… but do I have the infrastructure to support that growth?”
- [Wired Advisor: Don’t Let Your Calendar Rule Your Life, It’s Time to Be Intentional](https://rfgadvisory.com/newsletters/wired-advisor-dont-let-your-calendar-rule-your-life/): We’re focusing on what it means to grow intentionally in 2026. Not through willpower, but through better design.
- [ The Kitces Service Provider Map Is Here: Here’s What It Reveals](https://rfgadvisory.com/newsletters/the-kitces-service-provider-map-is-here-heres-what-it-reveals/): The wealth management map is being rewritten in real time. Michael Kitces just dropped his first ever Services Providers Map, and there's a shift you can't ignore: corporate RIAs are the winning model. 
- [Disruption Blueprint: New Year, New Goals…New Platform?](https://rfgadvisory.com/newsletters/2026-is-your-year-rfg-advisory/): Financial Advisors have never had more leverage to align their model, reclaim ownership, and build real enterprise value. Still, many operate on platforms built for a different era, where enterprise value erodes in the background despite day-to-day flexibility.
- [Disruption Blueprint: Feeling the Winds of Industry Change?](https://rfgadvisory.com/newsletters/feeling-the-winds-of-industry-change-rfg-advisory/): Welcome back to Disruption Blueprint, your front-row seat to the ideas and insights reshaping Advisor independence. In this edition, we’re bringing clarity to the decisions that shape your future and giving you a sharper view of your options, no matter where you sit today.
- [Wired Advisor: Break Free From the Freedom Trap of IBDs](https://rfgadvisory.com/newsletters/sustainable-organic-growth-for-financial-advisors/): In today’s Wired Advisor newsletter, we’re tackling one of the biggest myths in this business: that growth requires grinding harder.
- [Disruption Blueprint: What Happens After the Leap to Independence?](https://rfgadvisory.com/newsletters/advisor-independence-without-interruption-rfg-advisory/): Welcome back to Disruption Blueprint: your front-row seat to the ideas and innovations reshaping Advisor independence. In this issue, discover how one Advisor transformed a leap of faith into a 90-day transition success story, proving that with the right partner, independence doesn’t have to mean interruption. Plus, hear from RFG President Ed Swenson on the next evolution of the RIA model: a future where freedom fuels scale, efficiency drives profitability, and enterprise value compounds with every decision.
- [Wired Advisor: Do You Have a Client Screening Process?](https://rfgadvisory.com/newsletters/wired-advisor-client-screening-process-rfg-advisory/): Welcome back to Wired Advisor. Your go-to source for tools and insights designed to help you build deeper client connections, and win new ones, with the human side of advice.
- [Disruption Blueprint: RFG Advisory is Proud to Welcome Industry Veteran Ed Swenson as President!](https://rfgadvisory.com/newsletters/ed-swenson-rfg-advisory-president-announcement/): We are thrilled to announce Ed Swenson as the new President of RFG Advisory!
- [Wired Advisor: How Are You Helping Clients Celebrate the Small Wins?](https://rfgadvisory.com/newsletters/wired-advisor-celebrate-small-wins-rfg-advisory/): Welcome back to Wired Advisor. Your go-to source for tools and insights designed to help you build deeper client connections, and win new ones, with the human side of advice.
- [Disruption Blueprint: Stop Chasing Leads & Fill Your Calendar With Ideal Client Conversations](https://rfgadvisory.com/newsletters/disruption-blueprint-ai-market-growth/): Welcome back to Disruption Blueprint. New season, new playbook. As back-to-school season begins, here’s your game plan for growth and innovation.
- [Wired Advisor: One Sentence That Can Help Turn Money Into Meaning](https://rfgadvisory.com/newsletters/statement-of-financial-purpose-clients-rfg/): 📖 Mindful Money: Guide clients to craft a statement of financial purpose.
- [Disruption Blueprint: Help Turn Your LinkedIn Profile Into a Client Magnet With Our New Guide](https://rfgadvisory.com/newsletters/disruption-blueprint-linkedin-client-magnet-rfg-advisory/): In this month’s edition of Disruption Blueprint, we’re equipping you with powerful tools and timely insights to fuel your growth. 
- [Wired Advisor: What Clients Need to Hear During a Big Change ](https://rfgadvisory.com/newsletters/wired-advisor-client-communication-during-change/): Welcome back to Wired Advisor. Your go-to source for tools and insights that help you build deeper client connections, and win new ones, with the human side of advice.
- [Disruption Blueprint: From Bottlenecks to Breakthroughs: Resolute Wealth Management’s Tech-Driven Transformation](https://rfgadvisory.com/newsletters/disruption-blueprint-advisor-growth-july-2025-rfg-advisory/): In this edition of Disruption Blueprint, you'll find Rick Wedell's latest market insights, Advisor success stories, and thought-provoking content curated to help you stay inspired and on track.
- [Wired Advisor: Uncovering Your Money Memories: How Childhood Beliefs Shape Financial Behavior](https://rfgadvisory.com/newsletters/money-memories-financial-decisions/): Welcome back to Wired Advisor, your go-to source for tools and insights designed to help you build deeper client connections (and win new ones) with the human side of advice.
- [Disruption Blueprint: A Powerful Story of Intentional Succession Planning](https://rfgadvisory.com/newsletters/disruption-blueprint-a-powerful-story-of-intentional-succession-planning/): 📖 A Powerful Story of Intentional Succession Planning📅 An All-Star Lineup at WealthManagement EDGE📉 Rick's Latest Market Commentary
- [Wired Advisor: Elevate Your Discovery Calls: A Framework to Win More Clients](https://rfgadvisory.com/newsletters/discovery-call-framework-clients/): Welcome back to Wired Advisor—your hub for behavioral finance insights that help you understand the emotional drivers behind money decisions, deepen client relationships, and attract new business.
- [Disruption Blueprint: How to Win High-Net-Worth Clients and Build Your Advisory Business](https://rfgadvisory.com/newsletters/advisor-growth-business-plans-hnw-clients-2025/): The weather is heating up and so are the opportunities to grow. Before summer Fridays kick in, it’s time to double down. This month’s Disruption Blueprint is packed with ways to fuel your momentum and finish strong before summer officially arrives.
- [Disruption Blueprint: How Financial Advisors Are Growing in 2025: AI, Client Experience, & Business Strategy](https://rfgadvisory.com/newsletters/advisor-growth-strategies-2025/): Spring is here, and with it comes fresh energy, new ideas, and the perfect moment to plant the seeds for growth. This month’s Disruption Blueprint is packed with insights to help you spring forward and make the most of the season.
- [Disruption Blueprint: Technology Podcast Game Film With Dr. Jordan Hutchison is Back!](https://rfgadvisory.com/newsletters/db-mar-technology-podcast/): 🏀 Introducing a new Technology Podcast: Game Film with Dr. J
- [Disruption Blueprint: Webinars, Wealth Transfer, and Unveiling RFG’s New Website](https://rfgadvisory.com/newsletters/db-feb-wealth-transfer/): Shannon Spotswood, CEO and host of the Disruption Blueprint Podcast, sat down with Martha Underwood, founder of Prismm, to explore how her groundbreaking digital vault is transforming wealth transfer and bridging generational gaps in financial planning. From leveraging technology for seamless legacy management to preparing for the industry's future, Martha shares insights that are both practical and inspiring. Listen now to uncover the power of innovation in building lasting legacies.
- [Disruption Blueprint: AUM Growth Strategies & Financial Wellness Tips to Start the Year Strong](https://rfgadvisory.com/newsletters/db-jan-aum-growth-financial-wellness/): Welcome to the first 2025 edition of Disruption Blueprint! As we enter 2025, we’re thrilled to share:
- [December’s Disruption Blueprint](https://rfgadvisory.com/newsletters/december-2024-disruption-blueprint-newsletter/): Hi there,
- [December’s Wired Advisor](https://rfgadvisory.com/newsletters/december-2024-wired-advisor-newsletter/): Hi there,
- [November’s Disruption Blueprint](https://rfgadvisory.com/newsletters/november-2024-disruption-blueprint-newsletter/): Hi there,
- [November’s Wired Advisor](https://rfgadvisory.com/newsletters/november-2024-wired-advisor-newsletter/): Hi there,
- [October’s Disruption Blueprint](https://rfgadvisory.com/newsletters/october-2024-disruption-blueprint-newsletter/): Hi there,
- [October’s Wired Advisor](https://rfgadvisory.com/newsletters/october-2024-wired-advisor-newsletter/): Hi there,
- [September’s Disruption Blueprint](https://rfgadvisory.com/newsletters/september-2024-disruption-blueprint-newsletter/): Hi there,
- [September’s Wired Advisor](https://rfgadvisory.com/newsletters/september-2024-wired-advisor-newsletter/): Hi there,
- [August’s Disruption Blueprint](https://rfgadvisory.com/newsletters/august-2024-disruption-blueprint-newsletter/): Hi there,
- [August’s Wired Advisor](https://rfgadvisory.com/newsletters/august-2024-wired-advisor-newsletter/): Hi there,
- [June’s Disruption Blueprint](https://rfgadvisory.com/newsletters/june-2024-disruption-blueprint-newsletter/): We're on a mission to grow, there. We just surpassed $5 Billion in AUM and welcomed 5 new Advisor teams. Check out this month's edition of Disruption Blueprint, where we dive into the latest industry insights, what Advisors who partner with RFG are up to, upcoming events, and more.

## Podcasts
- [The Future of Wealth Management Is Built, Not Bought, with Rick Wedell ](https://rfgadvisory.com/podcast/rfg-advisory-bluemonte-etf-suite-rick-wedell/): Most investment products are built to be sold. Very few are built to serve. 
- [The mental load of wealth management as an untapped value proposition for Advisors](https://rfgadvisory.com/podcast/mental-load-of-wealth-financial-advisors-liz-fritz/): Most Financial Advisors talk about investment performance, planning, and portfolio construction.
- [The Time Value Equation: How Financial Advisors Unlock Organic Growth](https://rfgadvisory.com/podcast/financial-advisor-organic-growth-time-value-equation/): Most Financial Advisors do not have a growth problem.  
- [The Future of Independence: AI, Ownership, and Why Advisors Are Finally Making the Move ](https://rfgadvisory.com/podcast/shannon-spotswood-louis-diamond-financial-advisor-independence-ai/): What happens when seasoned Financial Advisors stop thinking like employees and start thinking like owners? 
- [How AI Is Transforming the Advisor Experience](https://rfgadvisory.com/podcast/ai-for-financial-advisors/): How AI Is Transforming the Advisor Experience
- [What Advisors Can Learn from Elite Athletes About Confidence, Transition, and Client Trust ](https://rfgadvisory.com/podcast/financial-advisor-mindset-performance/): Most financial decisions aren’t math problems. They’re emotional. 
- [Why the Basics Still Win in Financial Advice](https://rfgadvisory.com/podcast/client-primacy-strategic-planning-advisors/): Success in this industry doesn’t come from complexity. 
- [The Advisor Time Trap: Why You’re Busy But Not Growing](https://rfgadvisory.com/podcast/time-management-financial-advisors-growth/): Most Advisors are not lacking discipline. They are lacking capacity.
- [Financial Advisor Independence: The Inflection Point for Ownership, Optionality, & Enterprise Value](https://rfgadvisory.com/podcast/financial-advisor-independence-vs-payout/): Most Financial Advisors are asking the wrong question. “What’s my payout?” 
- [The Path of Least Regret: A Better Way to Make Decisions Under Uncertainty](https://rfgadvisory.com/podcast/decision-making-financial-advisors-uncertainty/): Most Advisors don’t struggle with decisions because they lack information. They struggle because the decision itself is uncertain, emotional, and deeply personal. 
- [Portfolio Construction Is Changing: What Financial Advisors Need to Know](https://rfgadvisory.com/podcast/portfolio-construction-is-changing-what-financial-advisors-need-to-know/): “Our mission is to put the same investment infrastructure used by the largest asset managers into the hands of the RIA community.” – Patrick Shaddow
- [How Financial Advisors Can Build a Client Service Calendar That Drives Consistency](https://rfgadvisory.com/podcast/client-service-calendar-financial-advisors/): Most Advisors don’t struggle because they aren’t working hard enough; they struggle because their business hasn’t been intentionally designed to scale.
- [Rethinking Goals-Based Financial Planning: Using Behavioral Experiments to Improve Client Outcomes with Meghaan Lurtz](https://rfgadvisory.com/podcast/financial-planning-experiments-meghaan-lurtz/): Most financial planning is built around goals. 
- [Claiming Independence: Cutting Ties with a Large Firm, Trusting Your Gut, & Letting Go](https://rfgadvisory.com/podcast/claiming-independence-cutting-ties-with-a-large-firm-trusting-your-gut-letting-go/): “At the end of the day, trust your gut.” - Tish Berbaum
- [The 4-Step Playbook to Retain Your Clients During a Firm Transition](https://rfgadvisory.com/podcast/behavioral-finance-how-financial-advisors-can-communicate-a-firm-transition-to-clients/): When you're thinking about making a move to a new firm, there's always a lingering question:
- [RFG Makes the Kitces Map as a Corporate RIA | Disruption Blueprint Podcast](https://rfgadvisory.com/podcast/rfg-makes-the-kitces-map-as-a-corporate-ria/): RFG Advisory is honored to be featured on Michael Kitces’ first ever Advisor Services Map. Recognized as a Corporate RIA.
- [The Psychology of Goals: 6 Ways Financial Advisors Can Help Clients Follow Through](https://rfgadvisory.com/podcast/the-psychology-of-goals/): Most of your clients' financial planning goals don't fail because they’re unrealistic. They fail because behavior hasn't changed. In this episode, Brendan Frazier breaks down why clients struggle to follow through and achieve their most important financial goals and what Advisors can do to change that. If you want to help your clients maximize the likelihood of accomplishing their goals, you have to understand the psychology of goals. 
- [Achieving Leadership Greatness: How Discipline, Mindset, & Daily Habits Can Help Financial Advisors Reach a Higher Level of Leadership](https://rfgadvisory.com/podcast/achieving-leadership-greatness-rfg-advisory/): “Nothing great comes into the world without discipline.” -Phillip Deas
- [Quit Drifting. Make 2025 the Last Year You Give Away Your Enterprise Value](https://rfgadvisory.com/podcast/enterprise-value-for-financial-advisors-rfg/): “Every day you wait, you’re giving up enterprise value.” – Ed Swenson
- [Best of 2025: A Highlight Reel of Behavioral Finance Strategies That Helped Advisors Grow](https://rfgadvisory.com/podcast/best-of-2025-highlight-reel-of-behavioral-finance-strategies/): This year’s “Best of” episode is a fast-moving highlight reel of the most impactful, yet practical strategies discussed in this year’s Human Side of Money podcast episodes. These strategies are designed for Financial Advisors who want human-centric steps they can implement into their business’ growth plan. 
- [Enterprise Value: The Asset Most Advisors Don’t Know They’re Giving Away](https://rfgadvisory.com/podcast/enterprise-value-the-asset-most-advisors-dont-know-theyre-giving-away/): “You’re building a business. Why not build an asset?” – Ed Swenson 
- [Emily Rassam – Turning Financial Plans Into Purpose-Driven Lives](https://rfgadvisory.com/podcast/episode-149-emily-rassam-turning-financial-plans-into-purpose-driven-lives/): Most Advisors build plans around numbers. Emily Rassam builds them around people.
- [The Dark Side of Financial Freedom No One Prepares You For with Rick Foerster](https://rfgadvisory.com/podcast/purpose-after-financial-independence-rfg-advisory/): At 38, Rick Foerster became financially independent after helping build a healthcare startup that went public. By every external measure, he had “enough.” But internally, he felt restless, disoriented, and unsure of what came next.
- [Inside the Independence Movement: Ed Swenson on Culture, Capital, and Growth for the Independent Advisor](https://rfgadvisory.com/podcast/no-better-time-independent-advisor/): “There’s no better time than now to be an independent Advisor.”
- [Game Film Podcast: Lindsey Lewis on Redefining What’s Possible in Financial Services](https://rfgadvisory.com/podcast/redefining-whats-possible-in-financial-services/): At RFG Advisory, we believe Advisors should have the freedom to own their future and the support to build a business that truly reflects their vision. That’s why we created the Game Film Podcast: to share stories from leaders who are challenging the status quo and redefining what’s possible in financial services.
- [How To Win Clients and Build Plans Using a Human-First Approach With Tim Maurer](https://rfgadvisory.com/podcast/how-to-win-clients-using-a-human-first-approach/): Winning more clients and creating a more client-centric planning experience requires a shift.
- [Katie Braden on the Power of Video for Financial Advisors ](https://rfgadvisory.com/podcast/video-for-financial-advisors/): Video for Financial Advisors isn’t the future; it’s right now. And if you’re not using it, you’re already behind. 
- [From IQ to EQ: A Process for Delivering Values-Based Advice With Shannon Harris](https://rfgadvisory.com/podcast/values-based-advice/): Shannon Harris, Managing Partner at Ecclesiastes Wealth Partners, has developed an approach that blends IQ with EQ by delivering values-based advice designed to reshape every client conversation.
- [How One Retiree Experimented His Way to A Fulfilling Retirement](https://rfgadvisory.com/podcast/fulfilling-retirement/): What if everything you’ve been taught about preparing clients for a fulfilling retirement is only half the story?
- [Rewiring Compliance: Embracing an AI-Driven Future With Archive Intel ](https://rfgadvisory.com/podcast/larry-shumbres-archive-intel/): In this episode of the Game Film Podcast, Dr. Jordan Hutchison sits down with Larry Shumbres, Founder and CEO of Archive Intel, to talk about how compliance is being rewritten with AI, speed, and Advisor-first innovation. Larry shares his journey from IBM to Wall Street, through building and selling Totum Risk, and now scaling one of the fastest-growing surveillance and archiving platforms in fintech. 
- [How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy](https://rfgadvisory.com/podcast/how-to-stay-connected-and-deepen-trust-between-client-meetings-with-dr-megan-mccoy/): What if the most important trust-building moments with clients aren’t during meetings, but actually in between them?
- [Why Every Retirement Plan Needs Purpose Before Portfolios With Tony Hixon](https://rfgadvisory.com/podcast/tony-hixon/): Most retirees prepare financially, but still feel lost when they step away from work. Why? Because emotional readiness is just as critical as a fully funded retirement account.
- [Transform Your Onboarding Process Into A Referral Engine](https://rfgadvisory.com/podcast/transform-onboarding-libby-greiwe/): In this episode, Brendan Frazier sits down with Libby Greiwe, founder of The Efficient Advisor, podcast host, and author of The First 100 Days: The Advisor's Blueprint for a Remarkable Client Experience.
- [Scaling Impact: Ben Cruikshank’s Playbook for Advisor Innovation](https://rfgadvisory.com/podcast/ben-cruikshank/): “Everything is a first draft. Nothing is perfect the day you do it." - Ben Cruikshank
- [The Power of Storytelling: How to Craft Stories That Convert Prospects Into Clients](https://rfgadvisory.com/podcast/stacy-havener-storytelling/): Stacy Havener, Founder and CEO at Havener Capital Partners, has raised billions for boutique asset managers—and she did it with words, not numbers. Her story-driven method taps into something most pitches miss: emotion.
- [Designing an Authentic Life With Justin Castelli ](https://rfgadvisory.com/podcast/justin-castelli-authentic-living/): On this episode of Game Film, Dr. Jordan Hutchison sits down with Justin Castelli—a 20-year industry vet, life planner, and Financial Advisor—for a high-impact conversation about what it takes to build a life and business that actually means something. 
- [The Human Side of Retirement With Dan Haylett (Part 2)](https://rfgadvisory.com/podcast/the-human-side-of-retirement-with-dan-haylett-part-2/): What if retirement planning wasn’t just about saving but about learning how to spend?
- [The Human Side of Retirement With Dan Haylett (Part 1)](https://rfgadvisory.com/podcast/retirement-transition-planning-dan-haylett/): Retirement isn’t just about reaching a number – it’s a deeply personal transition that requires more than financial planning.
- [How To Communicate the Intangible Value of Financial Planning With Michael Lecours](https://rfgadvisory.com/podcast/financial-planning-with-michael-lecours/): Fortunately, Michael Lecours, a financial advisor and co-founder of fpPathfinder, joined the show to explain the challenges of communicating the value of an intangible service and share specific ideas to make the financial planning experience more tangible.
- [Danny Lohrfink’s Mission to Modernize Estate Planning](https://rfgadvisory.com/podcast/danny-lohrfink-estate-planning/): In this episode of the Game Film Podcast, host Dr. Jordan Hutchison welcomes Danny Lohrfink, Co-Founder and Chief Product Officer of Wealth.com, to share how he’s shaking up estate planning process with cutting-edge innovation, bold design, and a relentless commitment to Advisor growth From his early days scooping ice cream to running strategy at Goldman Sachs and SoFi, Danny’s path is proof that grit and vision go hand-in-hand. 
- [A 4-Step Framework To Guide Anxious Clients Through Uncertain Markets](https://rfgadvisory.com/podcast/anxious-clients-uncertain-markets/): The conversations you have with clients during uncertain markets are the most important you’ll ever have.
- [A Process for Rewiring Financial Behavior and Identity With Danielle Howard](https://rfgadvisory.com/podcast/navigating-financial-transitions/): Most Advisors know they need to integrate the human element into their practice.
- [Turning Tech Into Time With YCharts CEO Sean Brown ](https://rfgadvisory.com/podcast/sean-brown-ycharts/): In this episode of the Game Film Podcast, host Dr. Jordan Hutchison sits down with Sean Brown, CEO of YCharts, for a conversation packed with grit, innovation, and a little Notre Dame pride. Sean shares how a surprise start as a software developer (he thought he was taking a financial analyst role!) turned into a 30-year journey at the intersection of finance and technology. 
- [Unlocking Return on Time: Doug Fritz on How AI, Data & Martech Are Reshaping Wealth Management ](https://rfgadvisory.com/podcast/unlocking-return-on-time-doug-fritz-on-how-ai-data-martech-are-reshaping-wealth-management/): What happens when one of the sharpest minds in wealthtech gets behind the mic? In this episode, Doug Fritz, Co-Founder and Executive Chairman of F2 Strategy, sits down with host Shannon Spotswood for a high-impact conversation on how AI, data, and digital strategy are reshaping the future of financial advice. 
- [Breaking Money Silence With Kathleen Burns Kingsbury](https://rfgadvisory.com/podcast/kathleen-burns-kingsbury-breaking-money-silence/): Join Brendan Frazier as he chats with Kathleen Burns Kingsbury, the mastermind behind KBK Wealth Connection and author of “Breaking Money Silence.” 
- [The Future of Retirement Planning With Income Lab’s Justin Fitzpatrick](https://rfgadvisory.com/podcast/from-mit-to-money-moves-justin-fitzpatrick-on-smarter-retirement-planning/): "Most people I find are not all that interested in being in the weeds on finances. They just want somebody to say, ‘Hey, here's the life you can live. Go do it. I'll let you know when you need to make a change.’" - Justin Fitzpatrick
- [Turn Clients Into Raving Fans by Creating Memorable Experiences With Dennis Moseley-Williams](https://rfgadvisory.com/podcast/dennis-moseley-williams-raving-clients/): Fortunately, Dennis Moseley-Williams is a client experience guru and explains how to elevate your client experience to create raving fans and grow your business.
- [Mark Gilbert on Revolutionizing Advisor Efficiency With AI](https://rfgadvisory.com/podcast/mark-gilbert-on-revolutionizing-advisor-efficiency-with-ai/): Mark Gilbert isn’t just talking about innovation—he’s living it. 
- [Creating a Visual Discovery Meeting Experience With David Armstrong](https://rfgadvisory.com/podcast/creating-a-visual-discovery-meeting-experience-with-david-armstrong/): David Armstrong, President and Co-founder of Monument Wealth Management, shares how they have married all three to propel the firm’s growth.
- [The Search for Purpose and Meaning in Retirement With Tom Pendergast](https://rfgadvisory.com/podcast/the-search-for-purpose-and-meaning-in-retirement-with-tom-pendergast/): That’s exactly what happened to Tom Pendergast.