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%.
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:
We take care of all the background tasks while you hand in your resignation and kick off our proven process. Our team:
Our method is designed to get your new business fully operational quickly and with minimal friction. This includes:
“I felt the whole team was engaged in our project, and it felt like we were the only thing on their table. That made the transition smooth for us.”
Work with our dedicated Capital Strategy team to address your financial needs and explore potential opportunities. RFG offers a range of capital solutions, including:
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:
Book a 100% confidential call to explore how RFG Advisory could help you transition faster and with less friction.
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.
RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.
The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.
Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.
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