RFG Advisory
@RFGAdvisory
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Investment advice offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services.
Birmingham, Alabama
Joined February 2014
Onboarding isn’t just paperwork. 🚫 As Libby Greiwe shared in our Advisor Growth Study Club, the first 100 days can be pivotal. From standout first impressions to a curated onboarding experience, get Advisor-tested strategies here:
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Don't miss this session at #FutureProof! 📅 Sept 9 | 11 AM PT. Join Jillian Berry, Sr. Director of StrongHer Money, at FutureProof for Elevating Women in Wealth: Serving the Clients You’ve Been Missing. 🌴
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No one books an introductory meeting with an Advisor "just because." 🤔 . Chief Behavioral Officer, @jbrendanfrazier says the goal of that meeting isn’t to sell your skills or credentials, but to listen to the client. Read more in @investmentnews
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We’ve rounded up 12 practical, game-changing AI use cases, from automating meeting prep to leveling up your marketing, so you can focus on clients. 🚀 Read the list here:
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The old myth that compliance slows everything down? That narrative is being rewritten. 📝 Dr. Jordan Hutchison, sits down with Larry Shumbres, Founder & CEO of Archive Intel, one of the fastest-growing surveillance and archiving platforms in fintech.
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Ever added something to your cart after just a few scrolls? 🛒📲 . In the latest episode of Wisdom in Wealth, Brendan Frazier, Chief Behavioral Officer at RFG Advisory, breaks down how social media subtly nudges us to spend. 🎧 Watch now:
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🔥 We’re fired up when our Advisors do extraordinary things! 👏 . Advisor, Tish Berbaum, just dropped an article in Forbes “Beyond Net Worth: How Holistic Financial Planning Can Help Turn Wealth Into Your Best Life.” . ➡️
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Struggling to stay consistent on LinkedIn? 👀 Our 30-Day Growth Plan helps you attract right-fit prospects, show up on social, and save time doing it. Download the guide and start showing up with purpose.
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In this episode of the "Knowing Me, Knowing You" podcast, CGO Abby Salameh reveals how some of the most successful Advisors are evolving from portfolio managers to life coaches, rooted in behavioral finance and personal connection. Check out the episode:.
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“Most people don’t even know what to look for in an Advisor.” That’s why clarity matters. On The Fintape, @TheHutchJ breaks down how defining your niche and showing up with purpose drives real growth. 🎯
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Struggling to make your client events feel less like a chore and more like a business booster? 🚀 . From family movie nights to wine tastings, here are 12 ways to turn connection into conversion. Read the full blog here ↪️
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Happy National Intern Day to all our amazing interns! 💙☀️. We’re incredibly grateful for the hard work, curiosity, and dedication you’ve brought to RFG Advisory this summer. #NationalInternDay #InternDay
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If you’re an Advisor considering a move to a new firm, one question tends to rise above the rest: “Will my clients come with me?” We put together this helpful guide on how to approach client conversations during a transition with the client in mind.
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In this episode of Wisdom in Wealth, Brendan Frazier unpacks the End-of-History Illusion, a sneaky bias that convinces us our current desires are set in stone. Tune in to explore four steps to help future-proof your financial decisions. Watch now →
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Considering a tuck-in acquisition? Don’t make a move without asking these 10 questions. 👇 . From deal structure to cultural alignment, this blog breaks down what every Advisor should evaluate before bringing more Advisors onto their team: .
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Sometimes, the breakthrough isn’t adding something new; it’s letting go of what’s holding you back. That’s the shift we explored in this month’s Advisor Growth Study Club with guest Stephanie Bogan. ✨ Reclaim your time & redefine what growth means. ➡️
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A comprehensive business plan is like a roadmap to success, crucial for driving growth, but many Advisors still lack one. 🗺️ . Abby Salameh shares the four building blocks to scale your business plan in Advisor Perspectives:
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🔑 Every Advisor has a story. Are you using yours to build trust and stand out? ➡️ Get the 5-step strategy on how to storysell to grow your business here:
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We are proud to sponsor WFA Advisor & Former NFL Athlete Brandon Wilson’s 3rd Annual Football Camp! Young athletes hit the field to train with Brandon and experience NFL-level coaching tailored just for kids. We love to support our Advisors as they bring their passions to life!
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In honor of Independence Day, @investmentnews is spotlighting Advisors and their bold “independence stories.” Dany's advice? “Don’t wait. Find a partner like RFG Advisory so you don’t have to figure it all out on your own.”. Read more in @investmentnews:
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