Transition

It’s About The Impact. The More Lives You Change, The More Successful You’ll Be. Dominate The Financial Game Like A True Warrior.- With RFG
RFG ADVISORY

Joining RFG Advisory

Transitioning To RFG Signifies Not Just A Change, But A Transformative Step Towards Achieving Unparalleled Success. Dedication, Innovation, And Excellence Converge To Redefine Financial Possibilities. Get Ready To Thrive And Conquer New Horizons With RFG!

Typical Transition Timeline

TRANSITION PREP - Weeks 1 – Week 8

Registration & Legal
Branding & Marketing
Operations
RFG Assist
Technology

GAME DAY

Resignation
Registration
Technology Launched
Branding & Website Launched
Client Announcement Sent
Social Media Launches
Operations Team Starts Paperwork

Transition – Up To 90 Days After Game Day

Assets in Motion
Training & Assistance

90-Days Post-Transition

Marketing And Branding

+ Build Your Client Experience
+ Plan Your First Event
+ Start Your Path to Growth

Technology

+ Learn Cutting Edge Tech
+ Meet With Your Development Lead
+ Start Planning With Your Clients

Talent

+ Start Fast With Your Team
+ Assess the Support You Need
+ Build Relationships With Your Clients

Compliance

+ Learn the Policies and Procedures
+ Get Your Firm Set Up for the Future
+ Get Plugged in to Share on Social

Operations

+ Wrap Up Your Transition
+ Salesforce Data organization
+ Get to Know Your Custodians

Finance

+ Get Paid
+ Learn Your Monthly Tasks
+ Hit the Ground Running

TESTIMONIALS

Hear From Our Advisors

OTHER MUST LISTEN PODCASTS

We’ve talked to a lot of Advisors, industry experts and big thinkers as a part of our podcast series Disruption Blueprint. Check it out!

DISRUPTION BLUEPRINT EP.1

DISRUPTION BLUEPRINT EP.29

DISRUPTION BLUEPRINT EP.36

DISRUPTION BLUEPRINT EP.38

DISRUPTION BLUEPRINT EP.50

Are you ready to crush it?

INDEPENDENCE IS THE NAME OF THE GAME — AND RFG IS ABSOLUTELY WHERE YOU NEED TO BE.

Learn more about joining RFG or a RFG partner firm by talking to RFG’s Business Development Specialist, Kristy Puckett or Terry Bobo. After all, it’s just a conversation — not a commitment, right? You may call Kristy at 205.218.6962 or email her at kpuckett@rfgadvisory.com. You can also call Terry at 205.881.5991 or email him at tbobo@rfgadvisory.com. Unleash your growth potential by becoming an independent Advisor affiliated with RFG.

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