In today’s Wired Advisor newsletter, we’re tackling one of the biggest myths in this business: that growth requires grinding harder.
The truth? Hustle alone isn’t a strategy, and it leaves far too many Advisors mistaking exhaustion for progress.
Today’s issue provides a better path, including:
- How to create sustainable, organic growth without adding more hours
- Real examples of Advisors at RFG doing exactly that
- Why community and intentional coaching change everything
Because sometimes the pressure you’re feeling isn’t telling you to push harder; it’s telling you to grow smarter.
Growing organically doesn’t have to mean hustling harder. But how do you know what to do? Should you spend more on marketing? Build a referral engine? Hire another associate? Expand into a new niche? In this blog, we break down the low-effort, high-impact growth strategies that are helping RFG Advisors accelerate success.
Learn How a Retirement Class Drove $100M+ in New Assets.
“If you’re ready to commit and systematize it, this can be a game changer.”
Discover How Implementing a “Quarterly Touch” System Builds Loyalty & Referrals
“These value-adds keep us top of mind. Clients feel cared for. CPAs call us back. And it creates real differentiation.”
Learn How Asking Questions Led to $29M in New AUM from Existing Clients
“It’s not about asking for the assets. It’s about making their plan more complete. The growth is a byproduct of that service.”
The Advisors you saw above aren’t just using smart growth levers. They’re supported by intentional coaching and a community that pushes them forward.
These strategies aren’t operating in silos. They’re being refined, shared, and strengthened inside our Advisor Growth Study Club, where wins, ideas, and breakthroughs move from one practice to many.
Because when you surround yourself with the right coaching and a peer group committed to the same kind of intentional, sustainable growth, everything accelerates. Learn more about the importance of coaching and how it helps you think like a CEO in this recent article.
If you’re an Advisor at an independent broker-dealer and feel like you have to hustle harder every year just to maintain momentum, the problem may be the model.
IBDs offer more independence, but many Advisors eventually hit a ceiling where flexibility, tech, and growth support don’t match the effort they’re putting in. More hours don’t create more lift, and the client experience you want to deliver doesn’t always fit inside the platform you’re working with.
If that sounds familiar, this resource is for you.
At RFG, Advisors don’t have to hustle harder to grow. Our platform is purpose-built to eliminate friction, drive an average of 13% organic growth, and surround Advisors with a community built for their success.
As part of that support, our Chief Behavioral Officer, Brendan Frazier, helps Advisors improve prospecting, communication, and client relationships using proven behavioral frameworks that lead to sustainable growth.
Curious what this could look like for your business? Schedule a 100% confidential, no obligation call.