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It's about the impact. The more lives you change, the more successful you'll be. Dominate the financial game like a true warrior.- With RFG

RFG Advisory

Joining RFG Advisory

Transitioning to RFG signifies not just a change, but a transformative step towards achieving unparalleled success. Dedication, innovation, and excellence converge to redefine financial possibilities. Get ready to thrive and conquer new horizons with RFG!

Typical Transition Timeline

TRANSITION PREP - Weeks 1 – Week 8

Registration & Legal
Branding & Marketing
Operations
RFG Assist
Technology

GAME DAY

Resignation
Registration
Technology Launched
Branding & Website Launched
Client Announcement Sent
Social Media Launches
Operations Team Starts Paperwork

Transition – Up to 90 Days after Game Day

Assets in Motion
Training & Assistance

90-Days Post-Transition

Marketing and Branding

+ Build Your Client Experience
+ Plan Your First Event
+ Start Your Path to Growth

Technology

+ Learn Cutting Edge Tech
+ Meet With Your Development Lead
+ Start Planning With Your Clients

Talent

+ Start Fast With Your Team
+ Assess the Support You Need
+ Build Relationships With Your Clients

Compliance

+ Learn the Policies and Procedures
+ Get Your Firm Set Up for the Future
+ Get Plugged in to Share on Social

Operations

+ Wrap Up Your Transition
+ Salesforce Data organization
+ Get to Know Your Custodians

Finance

+ Get Paid
+ Learn Your Monthly Tasks
+ Hit the Ground Running

Testimonials

Hear From Our Advisors

90 days on this team. It's difficult to communicate how grateful I am to know this group and the people that make it what it is now, and what it will be in years to come. Whether as a client, or another Adviser, or even as the families associated with either, it's good to know that this group deserves the recognition. They are doing amazing things in this industry

    Brad Acton
    Brad Acton

    Lemzar Capital

    It amazes me with all these Advisors, the Marketing Team makes me feel like I am your only Advisor.

      Jack Burnette
      Jack Burnette

      Iter Financial Wellness

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