An RFG Exclusive Guide For Financial Advisors:

Trust Meter Marketing Assessment

Is your marketing building the kind of trust that drives long-term growth?

With this quick assessment, you’ll discover how well your marketing reflects the human side of advice; the stories, values, and relationships that matter most to clients. You’ll also uncover opportunities to strengthen your message, deepen trust, and unlock stronger business growth.

Take the Trust Meter Marketing Assessment today to:

  • Gauge how effectively your marketing builds client trust.
  • Identify hidden gaps in your current approach.
  • Learn practical ways to connect more authentically with your audience.

Download Now

 

RFG Advisory Helps Advisors Grow

$6.5B

Total AUM
As of 6/30/25

13%

Average Advisor Growth YoY
*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
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. 

Download the Trust Meter Marketing Assessment

Discover how well your marketing builds
trust and connections. 

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