“Be in business for yourself, not by yourself.”

—Bobby White, Founder, RFG Advisory

0 1. Our Role

WHY CHOOSE RFG ADVISORY?

RFG’s state-of-the-art platform was built for you and your clients. Engineered to deliver exceptional service and cutting-edge fin-tech solutions to independent advisors. Imagine…only 90 seconds to a client review. A video chat with your client - in their portal - at the push of a button. An integrated email marketing campaign. By partnering with us, you spend more time doing what you love – coaching clients and growing your practice.

Be the CEO of your business, not the COO.

OUR PARTNERSHIPS

RFG is a service company first, a technology company
second and a hybrid RIA third. We win when you win.

TD AMERITRADE, PRIVATE CLIENT SERVICES, CHARLES SCHWAB, FIDELITY INVESTMENTS

OUR PROMISE TO YOU

  • INDEPENDENCE

  • SERVICE

  • GROWTH

WHAT WE OFFER

  • TECHNOLOGY

  • INVESTMENT MANAGEMENT

  • BUSINESS CONSULTING

  • COMPLIANCE

  • MULTI-CUSTODIAL

  • CAPITAL FOR SUCCESSION PLANNING & TRANSITIONS

A CLIENT PORTAL EXPERIENCE LIKE NO OTHER

RFG ADVISORY BELIEVES THAT INDEPENDENCE DEMANDS A ROBUST
TECHNOLOGY. WE’VE BUILT ONE INTEGRATED PLATFORM FOR ADVISORS TO
SERVE THEIR CLIENTS AND MANAGE THEIR PRACTICE MORE EFFICIENTLY.

Experience your client journey. Experience the 1st step for yourself!

0 2. Looking to the Future

YOU’VE EXPERIENCED SUCCESS AS YOUR
FIRM’S OWNER. WHAT’S NEXT?

You’ve built a successful business. You’ve built wealth for your clients and rewarding careers for your team. So where do you go from here? What’s next?

We have found that a large amount of advisors don’t have a succession plan and, in many cases, the plans they have may be inadequate. Advisors have spent their career focused on the financial futures of their clients and neglected their own. At RFG Advisory, we provide:

  • CUSTOMIZED SUCCESSION PLANNING

  • FOCUS ON THE CLIENT

  • A SUCCESSFUL TRANSACTION FOR YOU

0 3. Taking steps

WHAT ABOUT THE TRANSITION?

Many advisors worry about the complexities and hassle of transitioning their practice. When you join RFG Advisory, our seasoned transition team assist 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.

0 4. Taking steps

WHY CHOOSE INDEPENDENCE?

Independence means you have the freedom and flexibility to serve your clients and grow your business your way. It means you earn more and you enjoy what you do. Learn more >




Learn How to Talk to Clients About Independence

DOWNLOAD OUR GUIDE


  • FOCUS ON THE CLIENT

  • BE AN ENTREPRENEUR

  • FREEDOM FROM THE “ONE-SIZE-FITS-ALL” APPROACH

  • HIGHER PAYOUTS

  • MONETIZE YOUR BUSINESS IN THE FUTURE