RFG Advisory

We had a dynamic visit with Investor's Resource in Huntsville yesterday. 🚀 Our discussions were packed with insightful ideas on business planning and growth! 👏 Afterward, we hosted a lively client session, diving into the latest market activity with Rick Wedell! 📊 | Shari Moxley, CFP®, Brock Eson, Abby S.

Throwback to a beautiful sunny day at our offsite meeting with our amazing business partners at RFG Advisory! 🌞 It was a day full of inspiration, collaboration, and plenty of sunshine! We value these moments of connection and growth as they help us better serve our clients and build stronger partnerships. 💼🤝 Looking forward to more days like this in the future! #BusinessPartners #Teamwork #FinancialAdvisors #GrowthMindset #SunshineAndSuccess

💸 In this episode of "Wisdom in Wealth," Brendan Frazier, breaks down why we’re wired to prioritize short-term gratification—and how you can help your clients overcome it. 💡 From face-aging technology to goal-setting, and automating savings, Brendan shares fun, practical tools to guide your clients toward lasting wealth. ⌛ Ready to empower your clients to make smarter money moves today? Watch now! https://bit.ly/3ySAuY4

"Don't forget to sell t-shirts!" 👕 Wise words from Under Armour's founding team and the mantra our CEO, Shannon Spotswood, lives by to stay laser-focused on RFG Advisory’s mission: serving Advisors. 🎯 Last week, Shannon joined the incredible Stephanie Bogan for Limitless FP's Summer Series: Scaling Growth. 🌟 Check out this clip from their conversation! Thank you for having us and letting us share how we're building the #RIAoftheFuture! 🙌

Behind the scenes! 🎬 In case you missed it, we were in the studio last week for an incredible webinar with FP Alpha! 🎧 Our Sr. Director of Practice Development, Kaitlin Torke Grant, got behind the mic for a valuable session with one of our Advisors, Brian Swilling, and Andrew Altfest, CFP® from FP Alpha. 🎙️ ✍️ What’s one takeaway from the webinar that's still on your mind? Let us know in the comments! | NaviPath Financial, FP Alpha

Kickstart your week with an intriguing journey into the world of financial behaviors! 🎧 The latest episode of The Human Side of Money features Michael Finke exploring the unexpected connection between food and wealth 🍎💵 Michael shares his incredible journey from researching food consumption to becoming a renowned name in financial planning. Tune in and discover how a future-forward mindset influences behaviors from healthy eating to saving money. Make sure to check out the episode now: https://bit.ly/3yYgLpJ | Brendan Frazier

The official Future Proof Festival poster is here! Join 150+ of wealth management’s top experts as they share their ideas, strategies, and tactics on the future of wealth across five outdoor stages in Huntington Beach, CA, from September 15-18. With performances by THIRD EYE BLIND and X Ambassadors, plus sounds by DJ Mick Batyske, this is the biggest event of the year you won’t want to miss. Today is the final day to get your ticket and participate in the Breakthru Programs during the event, where 30,000+ Breakthru Meetings will take place in just two days. Get your ticket here: https://lnkd.in/grgQqd_R Posters will be available for purchase at the official Future Proof Merch Store!

🎙️ Our CEO, Shannon Spotswood, recently joined Milemarker for a powerful conversation on how technology is driving the future of wealth management. In this episode, Shannon discusses our bold vision for empowering Independent Advisors to deliver unmatched client experiences and build enterprise value through a tech-driven approach. Listen in as Shannon shares what it takes to become the RIA of the future, including insights into RFG 2.0 and exciting new initiatives on the horizon with RFG 3.0. 🎧 Don't miss this episode! https://bit.ly/4fQUnz9

Is your firm’s tech stack keeping up with the times? 🤖 🕰️ According to our VP of Technology & Operations, Dr. Jordan Hutchison, regularly evaluating your technology is crucial—but it's only half the battle. Low adoption rates can leave you paying for unused tools, creating costly tech debt. 💰 "You 100% do need to have some kind of process around making sure you don't have tech debt, where you're just paying for a piece of technology that no one uses." 🗞️ For more insights, make sure to check out Jordan's feature in Financial Planning: https://bit.ly/3M3Tw0H

🎸 Just as rock legends Peter Gabriel and David Lee Roth navigated their paths post-band, so do financial Advisors when they decide to go independent. Shari Moxley, CFP®, CEO and Advisor of Investor’s Resource shares a compelling perspective on this transition. Moxley, who thrived as an independent contractor for nearly 30 years, emphasizes the essence of her decision to break free was rooted in her belief that her role is to deliver unbiased advice, not just sell products. Her journey echoes the spirit of #SupportedIndependence and growth that RFG Advisory holds near and dear. For more insights, check out the full article: https://bit.ly/4fWMF6U