Registration & Legal
Branding & Marketing
Operations
RFG Assist
Technology
Resignation
Registration
Technology Launched
Branding & Website Launched
Client Announcement Sent
Social Media Launches
Operations Team Starts Paperwork
Assets in Motion
Training & Assistance
+ Build Your Client Experience
+ Plan Your First Event
+ Start Your Path to Growth
+ Learn Cutting Edge Tech
+ Meet With Your Development Lead
+ Start Planning With Your Clients
+ Start Fast With Your Team
+ Assess the Support You Need
+ Build Relationships With Your Clients
+ Learn the Policies and Procedures
+ Get Your Firm Set Up for the Future
+ Get Plugged in to Share on Social
+ Wrap Up Your Transition
+ Salesforce Data organization
+ Get to Know Your Custodians
+ Get Paid
+ Learn Your Monthly Tasks
+ Hit the Ground Running
TESTIMONIALS
Brad Acton
Lemzar Capital
Jack Burnette
Iter Financial Wellness
Lance Billings
Billings Group
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.
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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