This month’s Disruption Blueprint is loaded with insights, inspiration, and strategies to accelerate growth and drive impact.
Here’s What’s Inside:
📖 A Powerful Story of Intentional Succession Planning
📅 An All-Star Lineup at WealthManagement EDGE
📉 Rick’s Latest Market Commentary
When Steve Wedel began planning the next chapter of Four Seasons Wealth Management, he and Michael Stalka didn’t have time to slow down or figure it out alone. Behind the scenes, they designed a thoughtful transition: structuring the deal with care, customizing the tech to support their team, and making sure the client experience didn’t skip a beat.
Steve shared, “There’s really a third person in our practice—and it’s RFG and the support they’ve provided.”
The RFG team is heading to sunny Boca Raton, FL, for Wealth Management EDGE, June 10–12! Catch Shannon Spotswood live on stage during one of her featured sessions, or swing by booth #501 to discover how RFG empowers Advisors to build businesses that thrive—even while they sleep. Don’t forget to pick up a signature eye mask while you’re there!
The S&P 500 may be treading water, but beneath the surface, the markets tell a more dynamic story. In this episode from last week, Rick digs into the key indicators shaping investor sentiment (and why a flat year-to-date performance doesn’t necessarily mean the volatility is behind us).
Here’s what you need to know:
- While equities appear flat, we’ve seen nearly an 18% recovery off recent lows—a reminder of this cycle’s unpredictable swings.
- Treasury yields remain elevated, reflecting a wait-and-see approach from the Fed amid mixed signals from core data.
- Consumer confidence is weakening, despite inflation and unemployment data holding steady.
Whether you’re looking for context or clarity, this episode helps explain the market’s current stance and why staying disciplined matters now more than ever.
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 the estate planning process with cutting-edge innovation, bold design, and a relentless commitment to Advisor growth.
Five Ways to Build a Scalable 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
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.