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

When was the last time you paused to truly assess your financial life?  In this episode of Wisdom ...

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

You’ve saved for decades and finally reached retirement. But there’s no playbook on what to do after years ...

Welcome to this week’s Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell!    This week’s focus: What’s ...

In today’s hyper-connected world, we scroll, we like, we share, and often, we spend. But how often do ...

Welcome to this week’s Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell!    Today, Rick breaks down ...

Ten years ago, you were a different person. Ten years from now? You will be again. But here’s the ...

Welcome to this week’s Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell!    Stocks are starting the ...

Would you take a coin flip where you could win $200…but risk losing $100? Most people say no—and ...

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