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 Site
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 Site
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 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 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 Site
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
Bayview Private Wealth Site
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
Learn 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 205.218.6962, email her at firstname.lastname@example.org or send her a message below to learn how you can unleash your growth potential by becoming an independent advisor affiliated with RFG.