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ADVISOR SUPPORT PLATFORMS Registered Investment Advisors (RIAs)
RFG ADVISORY
Transition Playbook
The Transition Playbook is our comprehensive Advisor Transition Support Program optimizing the Advisor transition experience by providing Independent Financial Advisors customized support during the transition process, and empowering them to conquer their fears and manage their time. The program includes: Comprehensive Account Transition Services with a dedicated transition team utilizing custom- developed technology and our Transition Playbook hosted on a customized Sharepoint
site. Personalized brand creation and website development, including logo, client-facing materials, press release, advertising, My Why video creation, social media content, and photography. Fully-integrated technology platform implementation, including hardware, office network and communication setup, data integration, cybersecurity protocols, and training support with a dedicated Practice Development Specialist Team. Award-winning RFG Assist Program providing team members on a allocation for Administrative and Financial Planning support.
We are obsessed with helping our Advisors build their practices. Everything we do is to help independent Financial Advisors build enterprise value on their balance sheet, engage in meaningful one-to-one relationships with their clients, and grow their firms. We bring a fierce commitment to a warrior mindset and a servant heart. We are a client experience company first. A technology company second. And hybrid RIA third. When you let RFG power your practice, you unleash your full potential—to earn more, to live more richly, to work where you want, be more balanced, to prioritize your time. Focused on amplifying independence, Advisors who affiliate with RFG Advisory maintain all of the equity in their business and pay a basis point fee for access to RFG investment and technology platform.
www.rfgadvisory.com
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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