RFG Advisor Branding

Unleash your growth potential.

We look at advisor practice growth through a different lens. We know it’s not just about client referrals and leads from centers of influence. We take a step back and truly identify what sets your practice apart and how you want to connect and serve clients. We then build brands, prospecting platforms, print and digital collateral, as well as social media campaigns to support it.

Because when you create something that’s
uniquely yours, you do it with passion. And
from passion comes growth and success.

At RFG Advisory, we specialize in helping our partner advisors create their brands, develop insightful marketing strategies and bring their visions to life. And we’ve seen time and time again that these tools really do fuel growth. Our partner advisors have leveraged their expertise combined with carefully crafted marketing tools to establish thriving, growing practices.

Our Partner Advisor Success Stories

StrongHer Money

StrongHer Money was created to help advisors more successfully prospect and connect with their female clients. Studies indicate that women crave more financial education, that they feel left out of the conversation with their advisor and that they more often than not leave their advisor if they become widowed or divorced. So we created an entire new brand to overcome those challenges. Leveraging social media, in-person educational seminars and building a bridge to the next generation — StrongHer Money is an advisor growth engine. In its first year alone, Chris Cipolla met with more than 200 female prospects leveraging StrongHer Money. This brand tackles growth differently — by giving females access to the relationships and resources that help achieve their financial goals.

Stronger Money Is a Wealthie Award Finalist

StrongHer Money Site

Homer Meverden

Sable Point Wealth Management

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 Site

Blake Wealth Management

Eric 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 Site

Bluemonte Personalized Investment Platform

When Rick Wedell joined RFG Advisory as Chief Investment Officer in 2016, he wanted to enrich RFG Advisory’s service offering with an institutional-caliber, client-focused investment platform. Bluemonte was created to serve RFG partner advisors and today the robust platform allows advisors to customize the asset management of their client portfolios without spending their valuable time on portfolio management day-to-day.

Bluemonte Personalized Investment Site

Meta Private Wealth

A boutique wealth management firm serving those in pursuit of pure, holistic, sustainable financial wellness. Meta provides the right mix of emotional support, financial guidance and sound solutions when you need them most.

Meta Private Wealth Site

GFG Wealth Advisors

GFG 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 Site

Four Seasons Wealth Management

Four Seasons is the product of passion. Steve Wedel’s passion. After three decades in the business, he didn’t decide to slow down. Steve decided to channel his passion into his new, independent practice and grow on his own.

Four Seasons Wealth Management Site

Landscape Wealth Advisors

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 Site

Lemzar Capital

At Lemzar Capital, our focus is creating innovative financial strategies tailored to our clients' unique individual needs. We pride ourselves on thinking outside of the box and bringing solutions to the table that others do not. Our results speak for themselves.

Lemzar Capital Site

Destin, Florida

BayView Private Wealth

Mark Dutram had more than 25 years in the industry when he decided to set out on his own. But his previous agreement prevented him from any client contact. So, we helped him establish and grow BayView Private Wealth from scratch with a comprehensive, turnkey marketing program that included radio, television, print, social media, mail and website.

Bayview Private Wealth Site

Podcast & Support Program for Advisors

The audio podcast series is available to financial advisors on Apple Podcasts, Google Podcasts, Spotify and others. Topics like ‘Mindset is Everything’ and ‘How to Stay Motivated’ are geared to benefit the modern advisor. The series featuring Dom Raso, founder and CEO of Dynamis Alliance and Bobby White, founder and CEO of RFG has been accessed in 13 countries.

Watch or Listen to the Series