You have access to innovative, fully integrated FinTech solutions that are designed to amplify the 1-1 relationship with your clients and drive operational efficiency into the day-to-day of your practice. You’ll get robust marketing and practice management consulting, an in-house compliance team and access to capital for succession planning and practice growth.
What’s more? RFG is already exploring right now what our industry may look like years into the future. So, you will always be ready—always prepared—with the support you need to be successful years down the road.
See the Video: The Future of RFG
We are a company that pioneered technology preparedness. Four years ago we started planning for the RIA of the future—a future where advisors took control of their practice and their client relationships, a future untethered from an office, a future that allows you to work and thrive from anywhere. Our awesomely powerful integrated technology platform is what will drive operational efficiency into your day-to-day, propel the growth of your practice and forge connectedness with your clients. The future is NOW!
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Effective marketing and branding are the keys to your future growth. That’s why we are so passionate about building your digital presence, creating engaging content and developing your own unique brand. It only takes eight seconds for a client or prospect to form an opinion of you — let’s make it the best!
Learn About Our Successful Brand StoriesAct as the Portfolio Manager on your client’s assets or let us help. Our Bluemonte Investment Platform is designed to deliver your clients institutional-caliber investment management while freeing up your schedule to allow for one-on-one time with your clients and prospects.
Client expectations are evolving, and at the core is an advisor’s ability to deliver an expertise-centered value proposition. This starts with comprehensive financial planning.
Together, through RFG Capital, we can explore ‘the art of the possible’ to craft a succession plan that meets the needs of your clients, your team and you. We can also provide growth capital for your practice to buy a book of business.
When you join RFG Advisory, our seasoned transition team assists you with everything from assessing your book of business, to developing an exit strategy, to completing the necessary client paperwork. You can rest assured we’ll help you every step of the way—through planning, game day and client transition. We can also offer you financial support, whether it’s start-up capital or retiring an outstanding loan, or both!
We enjoy relationships with all the major custodians, giving you a choice where you do business. We are a hybrid RIA, which means you can be an independent advisor or dually-registered advisor offering both advisory and brokerage services.
Our ops team has your back. We serve as the front-line problem solvers between you, your team, our custodians and tech vendors. Complex case? Need help with paperwork? Collateralized lending? Call us. There is not an operational question or task that we can’t handle. Working with all the major custodians gives you choices to pick what’s best for your clients. Having RFG on your side means real-time, accurate solutions.
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 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.
