Big News! 🌟 We’re excited to welcome Ian MacClure WMSâ„¢ and Copper Pass Advisory to the RFG Advisory family! Join us in celebrating the launch of Copper Pass Advisory! Head over to cpadvisory.com for a preview of what’s ahead. ðŸ”ï¸ Welcome Ian — we’re honored to have you on board!
RFG Advisory
Financial Services
Vestavia Hills, AL 4,493 followers
Maximize Your Independence. Build Your Net Worth. Own Your Future.
About us
RFG Advisory is a fully-supported platform designed to help Independent Advisors build their businesses without compromise. RFG empowers Advisors with a wide range of services, including transition and talent support, marketing, back-office solutions, investment services, technology, IT support, and more. RFG's award-winning, fully integrated platform enables Advisors to thrive while organically growing their businesses. Advisors at RFG are supported through a community dedicated to helping them increase their enterprise value and build something bigger than themselves. Join Us – Your Future is Our Priority. For a list of states in which we are registered to do business, please visit www.rfgadvisory.com. Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services Third party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services as to accuracy or completeness.
- Website
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http://www.rfgadvisory.com
External link for RFG Advisory
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Vestavia Hills, AL
- Type
- Partnership
- Founded
- 2003
Locations
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Primary
Get directions
1400 Urban Center Drive
Suite 475
Vestavia Hills, AL 35242, US
Employees at RFG Advisory
Updates
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Our VP of Technology and Operations, Dr. Jordan A. Hutchison, recently joined Matt Reiner, CFA, CFP® for the latest episode of the Bridging the Gap Podcast! 🎧 Jordan’s insights? âž¡ï¸ Streamlined technology frees Advisors to focus on what matters most: deepening client relationships, not drowning in administrative tasks. Tune in to hear more! https://bit.ly/4hIQdKH #JoinRFG #RIAofTheFuture #BridgingtheGap
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You don't want to miss this webinar with our Chief Behavioral Officer, Brendan Frazier! Register now ↪ https://lnkd.in/e3_2QGNh
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Here's to the incredible women leading the way, breaking barriers, and lighting up our industry with their voices and achievements! 🥂 A huge thank you to the InvestmentNews Women to Watch team for an inspiring evening that truly celebrated the power and impact of women in finance. We're honored to have been a part of it. Relive the night’s inspiring moments with this recap: https://bit.ly/3YVcv4w #WomenToWatch #RFGAdvisory #StrongHerMoney #JoinRFG #RIAofTheFuture
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What could recent election results mean for your investments? President and Chief Investment Officer Rick Wedell breaks down how potential policy shifts under the new administration could influence your portfolio. From pro-growth strategies to key elements of the Republican platform, Rick highlights what may shape market trends. Watch this special edition of Market Commentary with Rick Wedell to learn more. https://bit.ly/3Aw6Vwi
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Ready to put your vision into reality? 💪 🌟
Chief Behavioral Officer at RFG Advisory | Host of The Human Side of Money Podcast | Investopedia Top 100 | Keynote Speaker | Building a community of advisors mastering the human side of advice
Over the next two months, advisors around the world will be planning the future of their business. They'll be thinking about growing, scaling, and selling. They'll create a plan outlining actions to take. And, they'll spend the next year executing on the plan to bring the vision to life. But 99% of those plans won't include the most powerful lever you can pull. The "pricing" lever. Or, in advisor lingo, "fees." Nailing your pricing strategy and charging what you're worth is a catalyst for the trajectory and future of your business. A foundational element of building your ideal business. Next week, I'm hosting a webinar all about charging what you're worth. You'll Learn: 👉Why your pricing is the most important decision you’ll make 👉The value equation for determining a fair price 👉How to overcome the mental hurdle of raising fees 👉The three keys to comfortably and confidently raise your fees 👉A word-for-word script to communicate a fee increase See you there âž¡ï¸ https://lnkd.in/eW985f-Y
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With 2025 on the horizon, you may be jotting down your New Year's Resolutions. Is raising your fees one of them? You don't want to miss this webinar with our Chief Behavioral Officer, Brendan Frazier! Register now 👇
Are your current fees holding your business back? With the right pricing strategy, you can reinvest directly into your business to drive revenue growth. Join us for a webinar to learn how to overcome barriers to charging premium fees!  You’ll learn how to: ✅ Set fair, competitive pricing ✅ Raise fees with confidence ✅ Communicate changes seamlessly—with insights from our Chief Behavioral Officer, Brendan Frazier, on impactful, emotion-driven client communication. Register now! 👇
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👋 Hello from the InvestmentNews Women Advisor Summit! #INWomenAdvisorSummit | Shannon Spotswood, Abby S.
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🔔 As you head into client meetings this week, keep this in mind... Your clients may inquire about: -Interest rates -Market performance -The presidential election But at the heart of their questions is a deeper concern: “Am I going to be okay?†Our Chief Behavioral Officer, Brendan Frazier, shares valuable strategies for navigating political conversations with clients. Read more on our blog: https://lnkd.in/eiVSz3ke
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