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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

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Shari Moxley, CFP®

2024 Forbes Top Women Advisor - 2024 Forbes Best in State (ALA) - Loving My Clients - Book Coming Soon - Evangelist for Succession Planning - Sounding Board for GREAT Financial Planning-Focused Advisors on "Stuff"!

2mo

A great resource to have in our back office. To stay ahead, we need an exceptional tech partner!

Dr. Jordan A. Hutchison

VP of Technology and Operations @ RFG Advisory | Financial Planning & Behavioral Finance Adjunct Professor | Flow Team Builder | Financial Advice Advocate

2mo

🚀🚀🚀🚀

Kaitlin Torke Grant

Sr. Director, Practice Development Team @ RFG Advisory

2mo

Special shoutout to Studio RFG for the 💫impeccable💫 setup!! CC:Gibson Bosworth Travis Johnson

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