EXCLUSIVE ADVISOR GROWTH GUIDE

Unlock Unprecedented Growth in 2025

As a Financial Advisor, you can accelerate growth by focusing on the strategies that drive the highest ROI.

This guide provides actionable insights to help you strengthen key relationships, attract ideal clients, and eliminate inefficiencies—so you can scale your business with confidence.

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RFG Advisory Helps Advisors Grow

100 +

Advisors

As of 12/31/24

13%

Average Advisor Growth

Represents net contributions - distributions excluding market appreciation for Advisors from 1/1/24 - 12/31/24.

85

Net Promoter Score from Advisors

As of 3/1/24

Rethink Advisor Growth

Our team of highly trained marketing professionals created this comprehensive guide to help you:

Maximize Growth

Identify your best growth channels and deliver higher ROI

Remove Obstacles

Eliminate non-revenue-generating activities and get more time to focus on growth

Scale Marketing

Optimize your strategy for increased efficiency and achieve sustainable growth

Advisor Case Study

How RFG Helped Chris Wedell Embrace Her Passions and Grow Her Business

Chris Wedell was a successful Independent Advisor with more than a decade of experience – but she had rarely thought about growth and often felt her business was “coasting.”

Explore how RFG Advisory gave Chris a “newfound energy” for her career – and helped rapidly grow her business by leaning into both personal and professional passions.

Read the Case Study

Stop Limiting Your Growth

77% of Advisors don’t have an official marketing plan – and miss out on growth as a result. Avoid that fate and grow your AUM faster this year.

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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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