EXCLUSIVE ADVISOR VOLATILITY GUIDE

How to Guide Clients Through Volatility and Uncertainty

As a Financial Advisor, you are the voice of clarity, confidence, and reassurance during market volatility.

This guide equips you with key conversation starters, practical responses, and talking points to help clients stay grounded, focused, and committed to their financial plans despite the noise.

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RFG Advisory Helps Advisors Grow

$5.8B

Total AUA

As of 4/8/25

19%

Average Advisor Growth YoY

Represents net contributions - distributions excluding market appreciation covering the time period of 2021-2024

85

Net Promoter Score from Advisors

As of 3/1/24

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

Confidently Navigate Client Conversations

Because how you show up in uncertain moments plays a lasting role in shaping client relationships.

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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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