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Disruption Blueprint: AUM Growth Strategies & Financial Wellness Tips to Start the Year Strong

Welcome to the first 2025 edition of Disruption Blueprint! As we enter 2025, we’re thrilled to share:

✨ A brand-new Advisor Spotlight you won’t want to miss
🎥 The latest Wisdom in Wealth video packed with strategies to fuel your success
💡 Actionable insights to start your year strong

👀 Plus, something BIG is coming!
Next week, we’ll be announcing an exciting update as we continue building the RIA of the future. Stay tuned for all the details, and watch out for even more updates from RFG!

How do you grow AUM by 400% and double your client base? For Todd Doobrow, it started with a bold decision to partner with RFG Advisory and hone in on a niche of medical and dental professionals. Take a listen to Todd’s inspiring journey—from navigating a career pivot to building a thriving, purpose-driven business empowering dentists, physicians, and business owners. Discover how RFG’s support and resources helped Todd break barriers, find freedom, and achieve organic growth. Read the full spotlight here.

In this episode of Wisdom in Wealth, Chief Behavioral Officer Brendan Frazier reveals a simple, no-fluff approach to financial wellness: assess and act. With five powerful questions, Brendan helps you uncover where you stand financially and how to move forward with clarity and purpose.

Shannon Spotswood Shares Advisor New Year's Resolutions for 2025

Trump's Election Offers a Mixed Bag for Markets in 2025

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