RFG Advisory

Happy Thanksgiving from all of us at RFG Advisory! Today, we’re especially grateful for our incredible community of Advisors and dedicated team. Wishing you a day filled with joy, laughter, great food, and moments of gratitude. 🦃✨

"I was on an island" to "Now, I'm the quarterback." We win when our Advisors win. Discover how Marcia Miller transformed her career by partnering with RFG, tapping into a new niche market, launching a podcast, and growing her business by 30-40%. Check out Marcia Miller's full growth story here: https://bit.ly/3ATCn7P

It's important to avoid “Shiny Object Syndrome” in the world of technology.✨ 💻 Our VP of Technology & Operations, Dr. Jordan Hutchison, recently joined The COO Roundtable podcast with Matt Sonnen to share how RFG Advisory approaches technology with intention. Listen to the full episode for more on tech evaluation and creating processes that enhance client experience. 🎙 Listen now: https://bit.ly/3Cll9AA

We're loving our #ChicSneaks vibes! 🌟 Did you catch our special Chic Sneaks laces at #SchwabIMPACT last week? Don’t forget to tag us in your conference outfit pics and show us how you style your sneakers to stay effortlessly stylish! 👟✨

As political shifts raise talk of deregulation, our President & CIO, Rick Wedell, highlights where investors might find opportunity, particularly amongst smaller, domestic businesses. “It’s a huge positive for those smaller, domestically focused energy companies. Deregulation would also impact the financial sector, particularly small regional banks.” Interested in learning more about market opportunities resulting from the election? Check out the latest edition of Barron’s The Big Q column from Steve Garmhausen: https://bit.ly/3UX9oXq

Abby S., chief growth officer at RFG Advisory breaks down the firm's 'maniacal growth focus' with audience development's Reagan Darrah. Watch below to learn how Abby's team works with their advisors to drive organic growth through marketing and more. #SchwabIMPACT #CitywireRIA Amelia Holland Arielle Shternfeld Citywire USA

Today, we are proud to welcome new Advisors to the RFG Advisory family. These Advisors exemplify talent and a bold entrepreneurial drive! 🚀 We are proud to welcome: ⭐ Vester Martin and Sharon Martin, co-founders of Cheaha Wealth Management ⭐ Hunter Yarbrough, CPA, CFP®, founder of Lealand Wealth Partners  ⭐ Ian MacClure WMS™, founder of Copper Pass Advisory  ⭐ Letitia Berbaum, AIF®, CEPA®, founder of Blue Sands Wealth  ⭐ Kevin M., of RVA Wealth Management  ⭐ Bill McCollum, wealth advisor, and John Wingo, founder of Wingo Wealth We are honored to have you as part of the RFG family! Welcome aboard! #RIAoftheFuture

Hello from #SchwabIMPACT! 👋 We're repping our RFG merch and having a wonderful time! 🧢

Every dollar in your pocket has a purpose: ➔ Helping you live the life you want ➔ Letting you give back to what matters most The question is: Are you deciding where it goes? In this episode of Wisdom in Wealth, Chief Behavioral Officer Brendan Frazier shares a simple yet impactful framework. Through creative exercises and thought-provoking questions, Brendan invites you to reflect: ➔ What if money weren’t an issue—how would your life look different? ➔ If you could give away a million dollars, who or what would you support? ➔ What would “you” from 10 years ago think about your financial habits and goals today? 🎧 Ready to shift your money mindset? Tune in now! https://lnkd.in/ePXrmT-T

We are honored to have been recognized as one of etf.com’s Top 50 RIA Firms for 2024! This achievement is a testament to the incredible dedication of our Advisors, who consistently lead with innovation, integrity, and a client-first mindset. As we celebrate this recognition, we’re grateful for the Advisors who inspire us daily and our incredible team at RFG who make it all possible. Here’s to continued growth in building the RIA of the future together. 💙 Explore the full list here: https://lnkd.in/gBRjH_6B Disclosure: These ratings were provided on November 18, 2024, by etf.com and cover the time period of January 1, 2024 – June 20, 2024. No compensation was exchanged for this rating. For more details, visit https://lnkd.in/gBRjH_6B.