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

In this week’s Market Commentary, Rick Wedell, CIO of RFG Advisory, breaks down recent news surrounding Kevin Warsh ...

Ever undue a great financial decision with a poor one? In this episode of Wisdom in Wealth, Chief ...

In this week’s Market Commentary, Rick Wedell, CIO of RFG Advisory, covers the impact of Greenland-related geopolitics, current ...

Most financial goals don’t fail due to a lack of money. They fail because of behavior.  In this episode of Wisdom in Wealth, Chief Behavioral Officer Brendan ...

In this week’s Market Commentary, Rick Wedell, CIO of RFG Advisory, weighs in on recent geopolitical tensions, last ...

Welcome to this week’s Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell! Here’s what Rick covers:  Watch ...

Financial goal setting is vital. But is there another year-end practice that can profoundly impact your financial future? ...

Welcome to this week’s Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell! In this update, Rick ...

In this Market Commentary, Rick Wedell, Chief Investment Officer at RFG Advisory, breaks down the key drivers influencing ...

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