A HIGH-SERVICE GROWTH
COMPANY FOR INDEPENDENT
ADVISORS

0 1. Taking steps

WHY CHOOSE INDEPENDENCE?

Our industry is changing. For the past few years, there’s been a notable shift away from major wirehouses to independent firms. In fact, these more autonomous firms have become the first choice of some of the top producers in the industry.

But why? Why are talented advisors leaving firms to become independent? And why would you want to make this transition? There are several very compelling reasons. Being an independent advisor gives you the freedom and flexibility to work your way, earn more, enjoy your work, and, most importantly, satisfy your clients. Learn more >

  • FOCUS ON THE CLIENT

  • TO BE AN ENTREPRENEUR

  • FREEDOM FROM THE “ONE-SIZE-FITS-ALL” APPROACH

  • HIGHER PAYOUTS

  • MONETIZE YOUR BUSINESS IN THE FUTURE

“Be in business for
yourself, not by yourself.”

—Bobby White, Founder, RFG Advisory

0 2. Our Role

WHY CHOOSE RFG ADVISORY?

When you make the decision to go independent, choosing the right firm can make all the difference in the world. Will you have access to the resources you need? Will you be supported during the transition? Will you truly be independent?

RFG Advisory was founded exclusively to serve the independent advisor. Our platform was designed to support your practice. Whether it’s technology, investment management, marketing, compliance, operations, succession planning, or business consulting, we have everything you need. Your clients are your priority, and you are ours.

OUR PROMISE TO YOU

  • INDEPENDENCE

  • SERVICE

  • GROWTH

WHAT WE OFFER

  • TECHNOLOGY

  • INVESTMENT MANAGEMENT

  • BUSINESS CONSULTING

  • COMPLIANCE

  • MULTI-CUSTODIAL

0 3. Taking steps

WHAT ABOUT THE TRANSITION?

Many advisors worry about the complexities and hassle of transitioning their practice. However, when you join RFG Advisory, our seasoned transition team will assist you with everything from assessing your client segmentation strategy, to developing an exit strategy, to completing the necessary client paperwork. You can rest assured we’ll help you every step of the way.

LET’S TALK
0 4. Looking to the Future

YOU’VE EXPERIENCED SUCCESS AS YOUR
FIRM’S OWNER. WHAT’S NEXT?

You’ve built a successful business. You’ve built wealth for your clients and rewarding careers for your team. So where do you go from here? What’s next?

We have found that a large amount of advisors don’t have a succession plan and, in many cases, the plans they have may be inadequate. Advisors have spent their career focused on the financial futures of their clients and neglected their own. At RFG Advisory, we provide:

  • CUSTOMIZED SUCCESSION PLANNING

  • FOCUS ON THE CLIENT

  • A SUCCESSFUL TRANSACTION FOR YOU