Build Your Dream Business

Comprehensive Financial Advisor Transition Services

RFG Advisory aims to help you overcome the fear of transitioning to a new firm and confidently build the business of your dreams. Our systematic method is designed to foster a quick, seamless process for moving client assets.
“The transition team was second to none.”
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What to Expect with RFG Advisory

65 Days or less

Average time to transition 80% of client assets

Based on the average transition time for onboarding Advisors from January 1, 2024, through December 31, 2024.
19%

Average YoY organic growth rate

Represents net contributions - distributions excluding market appreciation covering the time period of 2021-2024.
85

RFG Advisory Net Promoter Score

Client Asset Transitions Designed to Be Easy

With RFG Advisory’s Transition Playbook – our comprehensive Advisor Transition Support Program – you’ll have access to customized end-to-end account mapping and moving processes, allowing you to concentrate on client relationships.
Advisor Case Study

How Mark Green Achieved Independence with RFG

Mark Green wanted to leave his previous firm, where he was seen as “a Social Security number – not a person with a name.”

Explore how RFG’s transition team made the move “extremely easy” and helped him create GFG Wealth – an independent business that gave him true autonomy and allowed him to grow his AUM by nearly 300%.

Welcome to RFG

Your Transition Timeline

Weeks 1-8

Transition Prep

Our team helps you put the pieces in place for a smooth transition, providing extensive support so you can focus on your clients. Our services cover: 

  • Registrations and legal consultations 
  • Full-scale bespoke branding with formal video and photography creation 
  • Custodian selection and asset mapping 
  • Technology infrastructure and training 
  • RFG Assist allocation (as needed) 
  • Capital strategies (if desired) 
Transition Day

Game Day

We take care of all the background tasks while you hand in your resignation and kick off our proven process. Our team:

  • Launches your brand with a new website, announcement emails, social media, and more 
  • Spins up your technology and trains your staff 
  • Provides accelerated support to get your tier 1 clients onboarded faster 
Up to 90 Days

Transition

Our method is designed to get your new business fully operational quickly and with minimal friction. This includes:

  • A digital onboarding experience leveraging the latest technology
  • Step-by-step client onboarding with CRM migration support
  • Client data integration through all necessary systems
  • Quicker financials with billing and accounting support
PROPEL GROWTH

Capital Support

Work with our dedicated Capital Strategy team to address your financial needs and explore potential opportunities. RFG offers a range of capital solutions, including:

  • Transition Assistance: Get short-term support for any loss of income
  • Credit Injections: Take out short- or long-term loans at favorable rates
  • Growth Alignment Program: Receive equity in RFG and cash up front for an override of revenue in your business at an attractive valuation

Making the Transition: Full-Service Branding and Marketing Support

From establishing a professional brand to communicating your messaging effectively, marketing is vital for a smooth transition. RFG helps you develop and execute a marketing strategy that includes:
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Branding

Our dedicated team of branding professionals helps you find a vision for your business that reflects your values, including a logo, design elements, and key marketing messages.
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Digital Marketing

Watch your vision come to life as we develop a website optimized for prospect conversion and introduce you to Pathfinder – our exclusive digital marketing platform that automates prospecting and client communication campaigns to save time and improve your results.
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Marketing Collateral

Our creative services team develops print and digital collateral to fuel your marketing, including on-site photo shoots, high-production videos, and social media posts.
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Social Media Marketing

We’ll set up your social media profiles and plan a brand launch campaign to announce your new business, building an instant buzz.

Advisor Branding

We help our Advisors create brands that reflect their values and tell their story. The results show just how powerful the right marketing strategy can be:

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Four Seasons Wealth Management

Four Seasons is the product of passion. Steve Wedel’s passion. After three decades in the business, he didn’t decide to slow down. Steve decided to channel his passion into his new, independent practice and grow on his own.
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WFA

WFA is focused on you and the life you want to live today and tomorrow. Through thoughtful financial life planning and professionally managed investment portfolios, we work side-by-side with you throughout your life’s journey. We call it Plan. Invest. Inspire.
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Navipath Financial

Dedicated professionals like you deal with competing priorities: family, patients, business, personal time, etc. At the end of the day, you often have important things left undone, such as your own personal financial planning: tax mitigation strategies, protection, succession and retirement planning.

Lemzar Capital

At Lemzar Capital, our focus is creating innovative financial strategies tailored to our clients’ unique individual needs. We pride ourselves on thinking outside of the box and bringing solutions to the table that others do not. Our results speak for themselves.
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You Could Start Building Your Own Business in Less Than 6 Weeks

Book a 100% confidential call to explore how RFG Advisory could help you transition faster and with less friction.

Zero Commitment, No Strings Attached

Schedule a call