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RFG Advisor Branding

Unleash your growth potential.

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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.

Success Stories

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

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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

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  • Homer Meverden

    Sable Point Homer Meverden
  • Sable Point Lighthouse
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  • Sable Point Magazine
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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
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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

Steadfast 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. Steadfast 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.

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  • Woodbury, Tennessee

    Stones River Wealth Management Woodbury, Tennessee
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Stones River Wealth Management

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 Site
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  • GFG Wealth Advisors Website
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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.

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  • Landscape Wealth Advisors
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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
  • ETA Investments and Tax Advisors Business Card
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ETA Investments and Tax Advisors

ETA 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 Site
  • Destin, Florida

    BayView Sea Shell
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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.

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  • Dom and Bobby White
  • Dom and Bobby White

RFG Warrior Advisor

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 Series

Independence is the name of the game — and RFG is absolutely where you need to be.

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 205.397.2549, 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.

Kristy Puckett