RFG Advisory (@rfgadvisory) 's Twitter Profile
RFG Advisory

@rfgadvisory

Investment advice offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services.

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linkhttps://rfgadvisory.com calendar_today11-02-2014 14:54:14

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289 Followers

124 Following

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What a day at FutureProof Citywide! 🌓 We love seeing our CEO, Shannon Spotswood, take the stage with Kristin Myers to discuss a game-changing topic: broadening your client base—why inclusivity wins.

What a day at FutureProof Citywide! 🌓

We love seeing our CEO, Shannon Spotswood, take the stage with Kristin Myers to discuss a game-changing topic: broadening your client base—why inclusivity wins.
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Brad’s heart for service never changed—just the way he delivers it. Ministry taught him to guide by listening, not just talking. As an Advisor, he needed more than independence—he needed a partner. With RFG, he’s thriving. Read his story: bit.ly/41H6g4L

Brad’s heart for service never changed—just the way he delivers it. Ministry taught him to guide by listening, not just talking. As an Advisor, he needed more than independence—he needed a partner. With RFG, he’s thriving. Read his story: bit.ly/41H6g4L
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You don’t just wake up and decide to go independent. It starts with a feeling. We're breaking down four key signs you're ready—and what to consider if you're still unsure. Read now: bit.ly/4hExK0U #JoinRFG

You don’t just wake up and decide to go independent. It starts with a feeling.

We're breaking down four key signs you're ready—and what to consider if you're still unsure. Read now: bit.ly/4hExK0U 

#JoinRFG
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ICYMI: We announced several new tech partnerships at the Advisor Growth Retreat in Miami! šŸ’» šŸ¤ Our goal? Freeing up more time for what matters most: building real, lasting relationships. Read more in Digital Wealth News: bit.ly/4iJFob5

ICYMI: We announced several new tech partnerships at the Advisor Growth Retreat in Miami! šŸ’» šŸ¤ 

Our goal? Freeing up more time for what matters most: building real, lasting relationships. Read more in Digital Wealth News: bit.ly/4iJFob5
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Ever notice how that first sip of coffee in the morning is amazing…but by the third cup, it’s just meh? ā˜• If your favorite indulgences feel routine, this episode is your guide to bringing back the excitement—without spending a dime more. bit.ly/4iqWM4I

Ever notice how that first sip of coffee in the morning is amazing…but by the third cup, it’s just meh? ā˜• 

If your favorite indulgences feel routine, this episode is your guide to bringing back the excitement—without spending a dime more. bit.ly/4iqWM4I
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New episode of Game Film! šŸŽ™ļø Dr. Jordan Hutchison sits down with Justin Fitzpatrick, Co-Founder of Income Lab, to challenge the old-school approach and introduce a dynamic, real-world model that helps clients focus less on charts and more on living. bit.ly/3DHuEeF

New episode of Game Film! šŸŽ™ļø Dr. Jordan Hutchison sits down with Justin Fitzpatrick, Co-Founder of Income Lab, to challenge the old-school approach and introduce a dynamic, real-world model that helps clients focus less on charts and more on living. bit.ly/3DHuEeF
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At RFG, culture isn’t a buzzword — it’s our backbone. Hear it from our CEO, Shannon Spotswood, in this clip from Fidelity Inside Track. Video Credit: Fidelity Investments

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šŸŽ¢ March has been a wild ride for the markets. In this edition of our Market Commentary, RFG President & CIO Rick Wedell breaks down why investors are feeling whiplash as Q1 closes with the S&P 500 down around 6%. Check out the full commentary here: bit.ly/4ierDAJ

šŸŽ¢ March has been a wild ride for the markets.

In this edition of our Market Commentary, RFG President & CIO Rick Wedell breaks down why investors are feeling whiplash as Q1 closes with the S&P 500 down around 6%.

Check out the full commentary here: bit.ly/4ierDAJ
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The north star for scaling your business? 🌌 It’s your return on time ā° says Doug Fritz, Co-Founder & Exe. Chairman of F2 Strategy, in the latest episode of the Disruption Blueprint Podcast. Learn how you can future-proof your business: bit.ly/4iW3y2K

The north star for scaling your business? 🌌 

It’s your return on time ā° says Doug Fritz, Co-Founder & Exe. Chairman of F2 Strategy, in the latest episode of the Disruption Blueprint Podcast.

Learn how you can future-proof your business: bit.ly/4iW3y2K
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In our latest Advisor Growth Study Club, we sat down with RFG Advisor Mark Green to explore how he’s grown a thriving advisory business by leaning into grassroots relationship-building. Learn more in the latest Advisor Growth Study Club recap: bit.ly/43EruCP

In our latest Advisor Growth Study Club, we sat down with RFG Advisor Mark Green to explore how he’s grown a thriving advisory business by leaning into grassroots relationship-building. Learn more in the latest Advisor Growth Study Club recap: bit.ly/43EruCP
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ā€œWe’re drowning in data, but we’re starved for wisdom.ā€ At RIA EDGE Nashville, our VP of Technology & Operations, Jordan Hutchison, took the stage to discuss how AI isn’t here to replace Advisors—it’s here to empower them. Read more in WealthManagement.com: bit.ly/3zWt2pY

ā€œWe’re drowning in data, but we’re starved for wisdom.ā€ At RIA EDGE Nashville, our VP of Technology &amp; Operations, <a href="/TheHutchJ/">Jordan Hutchison</a>, took the stage to discuss how AI isn’t here to replace Advisors—it’s here to empower them. Read more in <a href="/wealth_mgmt/">WealthManagement.com</a>: bit.ly/3zWt2pY
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🧠 What if we told you to challenge yourself to… buy back your time? Challenge of the Week: Use a small amount of money to eliminate one dreaded task and see how it feels. Brendan Frazier explores Principle #3 from Happy Money—"Buy Time, Not Stuff." bit.ly/43QOlvb

🧠 What if we told you to challenge yourself to… buy back your time?

Challenge of the Week: Use a small amount of money to eliminate one dreaded task and see how it feels. Brendan Frazier explores Principle #3 from Happy Money—"Buy Time, Not Stuff."

bit.ly/43QOlvb
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Happy #FinancialLiteracyMonth! Abby salameh believes education is paramount, but Advisors should go beyond market knowledge—offering guidance on a wide range of topics leads to more trusting client relationships. Gregg Greenberg for InvestmentNews: bit.ly/4iVY8or

Happy #FinancialLiteracyMonth! <a href="/AbbySalameh/">Abby salameh</a> believes education is paramount, but Advisors should go beyond market knowledge—offering guidance on a wide range of topics leads to more trusting client relationships.
<a href="/5GsOnTheStreet/">Gregg Greenberg</a> for <a href="/investmentnews/">InvestmentNews</a>: bit.ly/4iVY8or
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In a recent Advisor Growth Study Club session hosted by RFG Chief Behavioral Officer Brendan Frazier, we explored an often-overlooked channel: the email newsletter. šŸ“Ø šŸ‘‰ Dive into learn more: bit.ly/3Rd504o

In a recent Advisor Growth Study Club session hosted by RFG Chief Behavioral Officer Brendan Frazier, we explored an often-overlooked channel: the email newsletter. šŸ“Ø šŸ‘‰ Dive into learn more:
bit.ly/3Rd504o
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Your clients don’t expect you to have a crystal ball. They just want to know you’re in their corner—especially when markets are unpredictable. This free guide walks you through practical ways to lead your clients through volatility. Get your free copy now: bit.ly/42zkrsV

Your clients don’t expect you to have a crystal ball. They just want to know you’re in their corner—especially when markets are unpredictable. This free guide walks you through practical ways to lead your clients through volatility. Get your free copy now: bit.ly/42zkrsV
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It's Tax Day! If proactive tax planning isn’t already part of your client strategy, today is an opportunity to reflect on how to empower future client conversations. Here are 5 tax planning conversations rooted in #befi to help you connect with clients. bit.ly/3YzeWcq

It's Tax Day! If proactive tax planning isn’t already part of your client strategy, today is an opportunity to reflect on how to empower future client conversations. Here are 5 tax planning conversations rooted in #befi to help you connect with clients. bit.ly/3YzeWcq
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The first 100 days of a new administration can bring rapid shifts in market policy, sentiment, and volatility. Hear from thought leaders at Fidelity Investments, Allianz, and BlackRock — moderated by RFG’s own Rick Wedell. šŸŽŸļø Register → bit.ly/4ik6kNZ

The first 100 days of a new administration can bring rapid shifts in market policy, sentiment, and volatility. Hear from thought leaders at <a href="/Fidelity/">Fidelity Investments</a>, <a href="/Allianz/">Allianz</a>, and <a href="/BlackRock/">BlackRock</a> — moderated by RFG’s own Rick Wedell.
šŸŽŸļø Register → bit.ly/4ik6kNZ
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Ever notice how the countdown to a vacation can feel just as exciting as the trip itself? 🌓 ⛵ Brendan Frazier explores why anticipation is a secret ingredient to happier spending. Learn how paying before you consume can boost satisfaction. bit.ly/44GqqP8

Ever notice how the countdown to a vacation can feel just as exciting as the trip itself? 🌓 ⛵  Brendan Frazier explores why anticipation is a secret ingredient to happier spending. Learn how paying before you consume can boost satisfaction. bit.ly/44GqqP8
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We’re proud to spotlight RFG Advisors, who go above and beyond, like Laura Hinton, who volunteers with the Breast Cancer Research Foundation of Alabama. Her dedication to advancing life-saving research is just one example of how our Advisors are making an impact. #VolunteerMonth

We’re proud to spotlight RFG Advisors, who go above and beyond, like Laura Hinton, who volunteers with the Breast Cancer Research Foundation of Alabama.

Her dedication to advancing life-saving research is just one example of how our Advisors are making an impact. #VolunteerMonth