With massive seismic shifts impacting the wealth management industry in the next decade, financial advisors need to be prepared to not just survive but thrive. Wealth transfers to the next generation coupled with rapid advancements in technology will forever change the way advisors find and serve their clients.
Find out from two leading women in financial services how and why RFG is delivering the tools, services and support required to help their network of successful advisors capture and grow their client base.
What you can expect to learn:
- How RFG has created a growth program delivering double digit organic growth for advisors.
- Why an integrated technology stack is paramount to your success, but you should not do it yourself.
- What building an independent advisory business without compromise looks like.
Join us and uncover the industry’s best kept secret, RFG Advisory.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Shannon Spotswood
President
RFG Advisory
Abby Salameh
Chief Growth Officer
RFG Advisory
Shannon Rosic - Moderator
Director of WealthStack Content & Solutions
WealthManagement.com