Resource for Financial Advisors

The Care Framework

Caregivers face unique financial pressures, from reduced income to rising costs and constant competing priorities. Advisors who understand this can build deeper trust and stronger long-term relationships.

Download the C.A.R.E. Framework Guide and get a ready-to-use model to Connect, Assess, Resource, and Explore effective strategies for serving caregiver clients with confidence.

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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.

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Become the Trusted Advisor Professional Women Seek

Learn how the StrongHer Money® Ambassador Program equips Advisors with the tools training and community to serve women authentically and effectively.

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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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