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December’s Disruption Blueprint

Hi there,

Welcome to this month’s edition of Disruption Blueprint! In this December edition, don’t miss:

  • Your Voice Matters: Are you satisfied with your tech stack? Share your thoughts in a quick poll!
  • RFG Advisor Spotlight: Discover how Advisor Marcia Miller generated over 30% business growth.
  • Meet Our New Advisors: Say hello to the latest wave of growth-minded Advisors joining RFG Advisory!

We’d love to hear what YOU, as an Advisor, value most. Are you satisfied with your technology? Is your tech stack driving your success? Click the button below to share your insights. After the poll, hear from our CEO, Shannon Spotswood, on why growth resources and a robost tech stack are so important! 

Take the Poll

In this episode of The Disruption Blueprint Podcast, Shannon Spotswood delves into the world of financial services with Rohit Mahna, Head of Client Growth at Fidelity Institutional Wealth Management Services. They discuss the critical elements of disruption, innovation, and forward-thinking strategies necessary for navigating the complexities of the advisory landscape. Watch the full episode here. 

From feeling isolated at a previous firm to now thriving with a supportive team, Marcia Miller’s journey as a Financial Advisor transformed when she partnered with RFG. With RFG by her side, she’s entered a new niche, launched a podcast, and grown her business by over 30%—proving the power of having a dedicated partner who cares about your growth. Read how RFG helped Marcia go from “I was on an island” to “Now, I’m the quarterback” in her inspiring growth story. Read Marcia’s full story here.

We are proud to welcome new Advisors to the RFG Advisory family. These Advisors exemplify talent and a bold entrepreneurial drive! Since January, we have added over $600 million in new assets from recently onboarded Advisors, with total AUA rising from $4.5 billion to $5.7 billion.

Meet Our Newest Advisors:

⭐ Ian MacClure, WMS™ – Founder of Copper Pass Advisory
⭐ John Wingo – Founder of Wingo Wealth
⭐ Bill McCollum – Wealth Advisor, joining Wingo Wealth 
⭐ Letitia “Tish” Berbaum, AIF®, CEPA® – Founder of Blue Sands Wealth
⭐ Kevin Mautte – Wealth Advisor, joining RVA Wealth Management
⭐ Hunter Yarbrough, CPA, CFP® – Founder of Lealand Wealth Partners
⭐ Vester Martin & Sharon Martin – Co-founders of Cheaha Wealth Management

We are honored to have been recognized as one of etf.com’s Top 50 RIA Firms for 2024! This achievement is a testament to the incredible dedication of our Advisors, who consistently lead with innovation, integrity, and a client-first mindset. As we celebrate this recognition, we’re grateful for the Advisors who inspire us daily and our incredible team at RFG who make it all possible.

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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.

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