RFG Advisory

Still dreaming about the Advisor Growth Retreat in Miami Beach! ???? There’s nothing like being surrounded by unstoppable energy, bold ideas, and a community of growth-minded Advisors committed to leveling up—together. From game-changing breakthroughs to powerful “aha” moments, this retreat was a reminder of why we do what we do. The momentum is real. The future is bright. And this is only the beginning. ?? #AdvisorGrowth #GrowthRetreat #AGR2025

Your tech stack shouldn’t slow you down—it should?power?your growth. ?? For Independent Advisors, a strong tech stack isn’t about more tools—it’s about the?right?tools working seamlessly together. ? Integrated ? Automated ? Scalable From portfolio management to productivity, here are the six key components every high-performing Advisor tech stack needs. ?? Read the full blog: ?https://lnkd.in/ewC3zcg7 Dr. Jordan Hutchison, Kaitlin Torke Grant #AdvisorTech #RIAoftheFuture

Advisors, are you ready to be part of the conversation? By 2030, women will control?67% of all U.S. stock market wealth—gaining financial power at a rate we’ve never seen before. But here’s the catch:?many female investors still don’t feel truly heard. That’s where YOU come in. Join us for an exclusive, RSVP-only dinner and dynamic discussion on how to?attract, engage, and genuinely serve today’s female clients—while building deeper, more loyal relationships. Come for the insights. Stay for the connections, wine, and a delicious meal on us. ???Carboy Winery, Denver, CO ???Thursday, April 17 | 5:30 – 7:30 PM MT Seats are limited—save your spot now!???

??? New episode of Game Film just dropped! Retirement planning has been running the same plays for decades—and it's time to change that! In this episode, Dr. Jordan Hutchison sits down with Justin Fitzpatrick, PhD, CFA, CFP?, Co-Founder of Income Lab, to challenge the old-school approach and introduce a dynamic, real-world model that helps clients focus less on charts and more on living. ?? Rethink rigid spending rules ?? Learn why tax strategy is your secret weapon ?? Discover how real-dollar conversations build lasting confidence If you’re ready to upgrade your retirement planning playbook, this is the episode you’ve been waiting for. Listen here: https://bit.ly/3DHuEeF

The Beatles once said: “Money can’t buy me love”—but it sure can complicate it. Couples often argue about finances, and Financial Advisors can find themselves playing the role of mediator. Ashley Quamme (former couples therapist turned financial behavior guru) recently joined us for the Advisor Growth Study Club. She breaks down what Advisors need to know about working with couples, including: ?? Why labeling one spouse as the “financial” one can create problems ?? How to navigate money conflicts without taking sides ?? Why blended families require a whole new approach to planning Helping clients build wealth is one thing—helping them stay aligned while doing it is another. Read more from Ashley’s insights here ?? https://bit.ly/4kXO3Zh

Ever notice how that first sip of coffee in the morning is amazing…but by the third cup, it’s just meh? ? If your favorite indulgences are starting to feel routine, this episode is your guide to bringing back the excitement—without spending a dime more. Brendan Frazier unpacks the second principle of Happy Money: The Science of Happier Spending: Make It a Treat. https://bit.ly/4iqWM4I

LinkedIn isn’t just for job seekers. It’s a powerful platform for Financial Advisors to build credibility, strengthen client relationships, and attract new prospects. But a profile alone won’t cut it. Here is what to consider when using LinkedIn as a marketing channel: ?? How do you position yourself as a thought leader?? ?? What kind of content actually drives engagement and leads?? ?? Does your audience live on LinkedIn? We cover it all in our latest blog—profile tips, content strategy, network growth, and more.? Read the full guide: ?? https://bit.ly/4bYMGFR

In case you missed it, we announced several new tech partnerships at the Advisor Growth Retreat in Miami! ?? ?? Our goal? Freeing up more time for what matters most: serving clients and building relationships. These latest enhancements to our tech stack are all about helping Advisors grow their businesses and deliver an exceptional client experience. Catch the full story via Christopher Robbins for Digital Wealth News: https://bit.ly/4iJFob5 | Dr. Jordan Hutchison

You don’t just wake up and decide to go independent. It starts with a feeling. A quiet knowing that you’ve outgrown your environment. ?? A feeling that your vision—for your clients, your business, and your future—no longer fits inside someone else’s mold. ?? So… how do you know when it’s time to take the leap? This blog breaks down four key signs you're ready—and what to consider if you're still unsure. Read now: https://bit.ly/4hExK0U #JoinRFG

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