From Reactive to Intentional:

The Financial Advisor Playbook for Sustainable Growth

Back-to-back meetings, constant interruptions, and endless “quick questions” create motion, not momentum.

Download this exclusive guide to get a step-by-step playbook for moving from reactive days to intentional growth, including:

  • A Time Fragmentation Audit to uncover where your growth time is actually going

  • A Delegation Decision Matrix to reclaim your highest-value hours

  • An Intentional Weekly Operating System to protect strategy time

Together, these small, intentional shifts create greater clarity, improved scalability, increased enterprise value, and a better quality of life, without adding more hours.

 

 

RFG Advisory Helps Advisors Grow

5x

Advisor Organic Growth Rate
Compared to Industry Average

39

Days or Less to Transition
80% of Client Assets

$7

Billion AUM
 As of 10/15/25
ih-advisor-case-study-image-1
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. 

Growth doesn’t stall because of motivation. It stalls because of time fragmentation.

pe-logo-white
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.

@ 2025 All rights reserved