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

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

In this episode of Wisdom in Wealth, Chief Behavioral Officer Brendan Frazier breaks down how to turn social ...

The headlines are loud, and this time the markets are paying attention.  In this week’s Market Commentary, CIO ...

We all compare ourselves to others—it’s completely natural. But what if those comparisons could actually help you move ...

The headlines are loud, but the markets aren’t flinching.  In this week’s Market Commentary, CIO Rick Wedell breaks down what ...

Markets have been on a strong run but hit pause last week, and now we know why. In this week’s Market Commentary, ...

We all tend to celebrate the finish line —retirement, paying off themortgage, or hitting a savings milestone. But ...

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

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

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