RFG Advisory
@RFGAdvisory
Investment advice offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services.
ID:2338506134
https://rfgadvisory.com 11-02-2014 14:54:14
1,5K Tweets
232 Followers
120 Following
🎉 We are thrilled to announce we have been named one of the Best Financial Advisory Firms by USA TODAY and Statista for the 2nd year in a row 🎉🏆Learn more about our awards here hubs.li/Q02wn_GJ0. #RIAoftheFuture
Today we are excited to welcome Crescent Private Wealth to the RFG Family! 🎉👏 prnewswire.com/news-releases/…
What a way to kick-off the week! 👏 In case you missed it, we started off our Monday morning with cups of coffee in the podcast studio with a LIVE webinar conversation with Shannon Rosic for WealthManagement.com ! Thank you WealthManagement for having us!
Check out Jordan Hutchison's insightful chat with Steve Chen 🇺🇸 🚀's Stephen Chen! They delve into flow theory in financial planning and how tech boosts advisors at RFG. 🎙️ Listen here: newretirement.com/retirement/pod… #SupportedIndependence#RIAoftheFuture
🔥Join our CIO, Rick Wedell, as he takes on rapid-fire questions from Ed O'Farrell in RealAssetsAdviser's #HotMinute segment.
👉Discover Rick’s worst investment decision and dream dinner guest 🔗irei.com/video-and-podc…
#RIAoftheFuture #JoinRFG #SupportedIndependence
Chief Growth Officer Abby salameh offers proven strategies for RIAs to reach wirehouse advisors, adding that #SupportedIndependence provides them the confidence to breakaway. Read more here in the latest marcom roundtable from Janeesa Hollingshead for WealthSolutionsReport
wealthsolutionsreport.com/2024/04/22/mar…
Our president, Shannon Spotswood, shared insights at InvestmentNews' #RIAActivate on younger advisors driving growth. She sees a blend of digital and personalized strategies shaping their sales approach. Dive into Shannon's panel w/ James Burton: investmentnews.com/business-devel…
💫Our president Shannon Spotswood spoke with Steve Garmhausen (he/him) about dynamic career and the future of our firm in Barron's Advisor's latest Q&A series. You won't want to miss this one. barrons.com/advisor/articl…
#RIAoftheFuture #JoinRFG #SupportedIndependence
Covered-call strategies gain traction as volatility hits historic lows, but chief investment officer, Rick Wedell advises investors tread carefully due to diminishing returns compared to previous years. Learn more from Gregg Greenberg for InvestmentNews:investmentnews.com/investing/news…
🌟 #ICYMI we've welcomed leaders Abby salameh (CGO), Brendan Frazier (CBO), and Kenneth Kim (CFO). With their addition to our stellar team, RFG is the go-to firm for growth-minded advisors. Read more in this article by Janet Levaux for ThinkAdvisor: thinkadvisor.com/2024/03/07/rfg…
With a stellar new leadership team featuring marketing legend Abby salameh as CGO, Brendan Frazier as CBO, and Kenneth Kim as CFO, we're set to become the go-to choice for modern advisors. Read more here from Andrew Foerch for Citywire RIA: citywire.com/ria/news/rfg-a…
It's a monumental day as we welcome Abby salameh, chief growth officer, @jbrendanfrzier, chief behavioral officer, and Ken Kim, chief financial officer, to our executive team!
🚀 Together we're set to drive RFG and our advisors to new heights!
businesswire.com/news/home/2024…
📢📣 We've been recognized by InvestmentNews as a 2024 Best Place to Work for Advisors! This marks our 3rd time receiving this honor - kudos to our amazing team for their continued hard work! 🎉
prnewswire.com/news-releases/… #RIAoftheFuture