RFG Advisory

🔔 As you head into client meetings this week, keep this in mind... Your clients may inquire about: -Interest rates -Market performance -The presidential election But at the heart of their questions is a deeper concern: “Am I going to be okay?” Our Chief Behavioral Officer, Brendan Frazier, shares valuable strategies for navigating political conversations with clients. Read more on our blog: https://lnkd.in/eiVSz3ke

Our Chief Growth Officer, Abby S., rocked the stage at Nitrogen’s Fearless Investing Summit! 🎸 She tackled a big question: how can we balance technology with time-tested values in wealth management? In a session led by Craig Iskowitz, Abby joined leaders from Salesforce and Bryn Mawr Capital Management, LLC to spill the “secret sauce” 🥫 behind their approach to digital transformation. Abby’s take? ➡️ Tech should empower advisors to do what they do best: build client relationships, not bury themselves in admin work. Curious to learn more? Check out the #WealthTechToday recap! https://bit.ly/4eb1pwE

With an important election just around the corner, a wave of opinions and noise is inevitable. You might be wondering: What do my clients truly need to understand about investing during this election cycle? In just 8 short minutes, we’ve compiled everything you need to navigate this potentially turbulent period. What you’ll learn: 👉 Why timing the market around elections rarely works 👉 Tips to tune out the media noise 👉 Steps to protect your portfolio Watch now: https://lnkd.in/eJx2Tyqc

⏰ Time is money. At RFG Advisory, we empower you to grow your business and serve clients by handling non-revenue-generating tasks—from admin support to hiring, onboarding, payroll, and benefits. Focus on what matters: growing your Advisory business and delivering top-notch service to clients. Let us help you build the dream team. What will you do with your extra hour today—and the many more when you partner with RFG?

The newest acronym you need to know? TANSTAAFL: There Ain't No Such Thing as a Free Lunch in Business. 🥪 As tempting as low-cost options may be, RIAs need to remember that a price tag isn’t the full story. 🏷️ Our CEO, Shannon Spotswood, explores the hidden costs often lurking behind “bargain” platforms. From clunky tech and limited service to countless hours lost on non-revenue-generating tasks, these so-called savings can actually trap businesses on an “operational hamster wheel,” draining resources that could be driving growth. 🔗 Check out the full article for insights on how the right partner can make all the difference:https://bit.ly/3NHmgNx #RIA #BusinessGrowth #FinancialAdvisors #RIAofTheFuture

Our President & Chief Investment Officer, Rick Wedell, recently had a compelling conversation with Shark Tank star Kevin O'Leary about the election and the economy. If you didn’t catch it live, we’ve got great news! 🎞️ You can now watch the webinar recording at your convenience. Set aside some time on your calendar and enjoy insights on navigating this election season. Here’s a sneak peek of what you’ll learn: 👉 What to pay attention to and what to ignore leading up to the election 👉 A discussion on the current state of the economy 👉 Potential opportunities and risks in the market Watch now: https://lnkd.in/eGvKmsBJ | Jeff Thomas, Cameron Dawson, CFA, Swan Global Investments

👻 A boo-tiful lunch setup at our Birmingham HQ office potluck today! 🎃 Happy Halloween! 🕸️

👻 It may be Halloween, but this year, your clients may fear election season and its impacts on the market rather than the typical ghouls or goblins! 🎃 While they’re enjoying a few fun-sized candy bars tonight, their real fears lie in market uncertainty. But here’s the good news—you have the tools to guide them through it. 🕸️ Tip: Help your clients focus on the long-term, remind them of historical market trends, and keep the spooky short-term fluctuations in perspective.

Are your current fees holding your business back? With the right pricing strategy, you can reinvest directly into your business to drive revenue growth. Join us for a webinar to learn how to overcome barriers to charging premium fees!   You’ll learn how to: ✅ Set fair, competitive pricing ✅ Raise fees with confidence ✅ Communicate changes seamlessly—with insights from our Chief Behavioral Officer, Brendan Frazier, on impactful, emotion-driven client communication. Register now! 👇

Feeling anxious about the election and its potential effect on the markets?   President & CIO Rick Wedell shares his take on the do’s and don’ts for navigating politics without letting it steer your portfolio.   His advice? Stay focused on long-term goals rather than political cycles. #MarketVolatility #ElectionSeason