Insights for Independent Advisors

Gain actionable insights to improve every aspect of your financial advisory business – from acquiring more clients to driving increased retention and loyalty.

Series Overview

Market Commentary

with Rick Wedell, CIO

Get robust analyses of current market trends and events to guide your clients through an ever-changing economy.

Wisdom In Wealth

with Brendan Frazier, Chief Behavioral Officer

Uncover the emotional factors and psychological dynamics that drive your clients’ financial decisions.

View Our Latest Videos

Every dollar in your pocket has a job—it’s either helping you live the life you want or letting ...

If you’ve ever felt lost when making financial decisions or wondered how to prioritize your goals, the answer ...

Welcome to another edition of our Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell! The election ...

Welcome to a special Election edition of our Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell ...

Did you know that your emotions might be influencing your financial decisions (without you even realizing it)? In ...

Welcome to another edition of Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell! Markets are hitting ...

Schedule a call