RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory prides itself on being a service company first, a technology company second, and a hybrid-RIA third. RFG Advisory delivers a turn-key integrated platform that provides Advisors with all of the tools and resources they need to be the CEO of their practice, not the COO, including turn-key technology, institutional-caliber investment management, and marketing, compliance, business consulting, and operational support. Focused on amplifying independence, Advisors who affiliate with RFG Advisory maintain all of the equity in their business and pay a basis point fee for access to RFG’s investment and technology platform. Additionally, through RFG Capital, the firm buys stakes in advisor practices to facilitate succession planning and provides loans to advisors to enable the move to full independence.
We created RFG Assist because we recognize that admins’ potential to leverage the growth of an advisory practice is often untapped, and to achieve the growth we desire, we must motivate, train, and transition admins into the Force Multipliers they are. This not only has the potential to increase revenue and drive strong client satisfaction, but it will also help the firm stay ahead of others in the industry. RFG Assist offers a fractional allocation for an admin, one of the great benefits of RFG. Our advisors get the help they need to take their practice to the next level and get an A+ player backed by the great training opportunities we have with RFG University as well as our Intranet site and mentorship program.