StrongHer Money Site
Michael Heckman had long-standing ties to his Western Michigan community. In fact, his grandfather had been the keeper of the Big Sable Point Lighthouse. Through the creation of the Sable Point brand, Heckman was able to create a practice that genuinely reflects who he is and what he’s passionate about.
Sable Point Wealth Management SiteEric Blake established Blake Wealth Management because he believes financial and retirement planning shouldn’t be complicated — it should be simple. Through smart, strategic and thorough planning, he helps streamline the process for his clients. The Blake Wealth Management brand reflects Eric’s straightforward approach to the retirement process and his passion for helping clients achieve their financial goals.
Blake Wealth Management SiteSteadfast Personalized Investment Site
Ethan Campbell had deep roots — eight generations deep — in Cannon County, Tennessee. Yet, he worked in a 100% captive environment where personal brand expression was not allowed. He knew he could build a thriving practice by leveraging his connections to the community. Which is exactly what he’s doing with Stones River Wealth Management.
Stones River Wealth Management SiteGFG wanted to position themselves as advisors keenly focused on helping families build, grow and protect wealth. We helped them create a brand aimed at their target demographic and also highlighted their independence as essential to helping them personalize their services to meet each family’s unique needs.
GFG Wealth Advisors SiteFour Seasons Wealth Management Site
Landscape is another outstanding example of a former wirehouse advisor embracing independence to create and brand a practice based on their personality, their message and their promise to clients.
Landscape Wealth Advisors SiteETA was another brand to build a bridge between the past and the future. Founded as a tax practice, it evolved into a wealth management firm with strong Northern Kentucky roots.
ETA Investment and Tax Advisors SiteBayview Private Wealth Site
One week before the COVID-19 pandemic struck, RFG Advisory hosted its 2020 annual advisor retreat on Captiva Island in Florida. Our guest of honor and keynote speaker was Dom Raso, a veteran Navy SEAL Team Six warrior and founder-CEO of Dynamis Alliance. Bobby White, RFG advisory's founder and CEO, actively trains with Dom in his civilian warrior program and instinctively knew that the time was right to introduce RFG advisors to Dom's training and his crush-everything mindset.
Watch or Listen to the SeriesLearn more now about joining RFG or a RFG partner firm by talking to Kristy Puckett, RFG’s Business Development Lead. After all, it’s just a conversation — not a commitment, right?
You can call Kristy now at 205.397.2549, email her at kpuckett@rfgadvisory.com or send her a message below to learn how you can unleash your growth potential by becoming an independent advisor affiliated with RFG.