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Build Your Business Without Compromise

 

Discover the RIA of the future. Book a 100% confidential call to explore how our award-winning platform can help you build your enterprise value.

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19%

Average annual organic Advisor growth rate

85

Net Promoter Score

$5.4B

Total Assets*
*Including AUM, AUA, NDA
What to Expect from RFG Advisory

Solutions Designed for YOU

RFG empowers you to focus on what you do best – servicing your clients. From planning your transition to managing daily operations and marketing your business, our team provides tailored support at every stage of your journey. Our service wheel is reflective of our mission to provide holistic support for Advisors. 

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Advisor Transitions Services

Move client assets with ease

Overcome the fear of transitioning to a new firm and build the business of your dreams with RFG. Our systematic method ensures the process is seamless and your client assets are moved quickly. 

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Transition Prep
Our team helps you put the pieces in place for a seamless transition, from preparing communication templates to registrations and legal consultations.

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Smooth Launch
From launching your new website to building your tech stack, we take care of all the background tasks while you focus on bringing clients over.

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Seamless Onboarding
With everything from data migration to accounting support, we help you get up and running fast – and transition more of your clients.

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Marketing and Branding

Accelerate your organic growth

With a deep understanding of marketing for independent advisory businesses, our team works closely with you to craft a custom marketing growth plan that aligns with your goals – and provides everything you need to execute it with confidence. 

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Branding and Website
From building your website to producing a new logo, photography, and videography, our team prepares the key elements of your marketing launch when you transition.

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Marketing Support
From leading and executing your annual growth marketing plan to strategizing and planning events, social media strategy, and more. We are here to maximize your ROI.

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Marketing Technology
Our innovative marketing automation platform enables you to manage your website, email marketing, social media, events, and more, allowing you to save time and connect with your audience faster.

Operational Support

Spend more time servicing your clients

From account administration to RIA custodian services, our back office solutions eliminate operational headaches and free you to focus on growing your business. 

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Account Opening
Our team makes it fast and easy to open new accounts by taking over repetitive processes such as submitting paperwork.

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Custodial Support
We offer education on new policies and procedures, training on new tech rollouts, as well as help implementing updates.

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Vendor Management
From escalation and employee education to onboarding new tech, we ensure you can navigate these situations with confidence.

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Don’t Let Fear Hold You Back

 

Take the first step toward building your dream business that allows you to focus your time on the most impactful activities rather than administrative needs. Book a 100% confidential, zero-commitment call today.

Book a Free Consultation
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Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.

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