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Disruption Blueprint: Webinars, Wealth Transfer, and Unveiling RFG’s New Website

Welcome to the February edition of Disruption Blueprint!

This month, we’re sharing insights you’ll love ❤️ to help you grow and scale your business:

🌐 A first look at our new website—plus three blogs designed to help you grow

📈 The latest Market Commentary with Rick Wedell on Tariffs, Trade, and the Fed

🎙️ A brand-new episode of the Disruption Blueprint podcast

💡 Additional insights, including How to Build Your Client Base as a Financial Advisor and Six Things Every Advisor Should Demand From their Home Office

New and Noteworthy RFG Advisory

Over the past year, we’ve been building something truly disruptive—challenging the status quo of the RIA space and redefining what’s possible for independent Advisors. Through strategic hires, streamlined processes, and cutting-edge technology, we’ve made intentional investments to fuel Advisor growth like never before.

Paired with game-changing resources like strategic coaching, an annual marketing stipend, and RFG Talent—our in-house talent agency built for Advisors—we’ve set a new foundation for success. We’re breaking the mold of traditional RIAs, delivering unparalleled support to help Advisors elevate their enterprise value and achieve exponential success.

This next phase reflects our commitment to service, innovation, and impact—empowering Independent Advisors to thrive. See what is possible on our new website.

Explore Our New Website
Market Updates with Rick Wedell

Markets are starting the week on a bumpy ride after the Trump administration unveiled a sweeping tariff package over the weekend, targeting Mexico, Canada, and China. In this edition of Market Commentary, RFG President and CIO Rick Wedell unpacks the administration’s potential strategy, whether these tariffs are here to stay, and how they could shape the economy and the Fed’s next move on interest rates. Watch the full video here.

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.

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All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.

Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.

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