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.

Here’s what’s inside:

📍 Upcoming Events
Join Rick Wedell for a powerful market outlook on the new administration’s first 100 days, and hear Shannon Spotswood share marketing strategies on FMG’s Cracking the Code webinar.

🌟 Advisor Spotlight
Learn how The Billings Group — a multigenerational Advisor team — partnered with RFG to take their business to the next level.

🎧 New Podcast Episodes
Catch the latest Game Film with Dr. J, packed with insights to help clients better prepare for retirement.

📝 Latest Insights
Explore our newest resources on how to build a winning financial Advisor business plan and strategies to convert high-net-worth clients.

It’s not too late to sign up! Join us for a powerful conversation with investment leaders from Fidelity, Allianz, and BlackRock as they unpack key policy developments, emerging trends, and what it could all mean for your clients. Don’t miss this opportunity to gain real-time insight and stay ahead of the curve.

Markets have been volatile, with sharp drops followed by a swift rebound in the S&P 500. This week, Rick discusses: 

• Recent market volatility, including sharp daily swings and the risks of emotional investing 
• The importance of staying disciplined during uncertain times, with a reminder that portfolios are often like bars of soap (the more you touch them, the less you have) 
• How clearer messaging around tariffs has helped stabilize market sentiment 
• Key upcoming economic data releases (Consumer Confidence, Personal Consumption Expenditures (PCE), and the employment report) and their potential impact on the Federal Reserve’s next moves 

Rick emphasizes the importance of maintaining a long-term focus and staying committed to your investment strategy, even when markets are volatile. 

When The Billings Group’s old branch shut down, they weren’t just searching for a new firm. They were looking for a true partner; one who valued their client relationships, honored their legacy, and could fuel their next chapter. They found that in RFG Advisory. This isn’t your average transition story. It’s the story of a multi-generational team that turned uncertainty into momentum and reignited their growth.

Learn how RFG helped power their family business forward.

In this episode of Game Film, Dr. Jordan Hutchison sits down with Justin Fitzpartrick, Co-Founder and Chief Innovation Officer of Income Lab, to break down a better way to help clients plan for retirement.

CEO Shannon Spotswood joins FMG for a webinar on how to scale your marketing to drive growth! You’ll learn how to leverage the most engaging resources and tools, drive adoption without overwhelming your team, avoid common mistakes, and measure success to know when to pivot.