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Passionately committed to being a disruptor in the RIA industry, RFG leads the industry with a cutting-edge fully-integrated platform designed for independent Advisors. We are a service company first, a technology company second and an RIA third. Advisors chose RFG because of our culture and our excellence in delivering all of the vital services an Advisor requires to be the CEO of their practice not the COO – technology, marketing, compliance, operations, investment management and educational support. This passion for RFG is not just a feeling, it is reflected in our 2019 Net Promotor Score from Advisors of 62 and our Team of 72. But we are just getting started, the wealth management industry is undergoing unprecendented change as clients demand an amplification of their 1-1 experience. We will be a leader as this inevitable change unfolds. To learn more visit rfgadvisory.com

Bobby White

Founder and CEO of RFG Advisory

Award Category

Non-Custodial RIA Support Platforms

Initiative

StrongHerMoney

StrongHerMoney (stronghermoney.com) is an educational and prospecting program focused on women.Born from a passion to help women live financially fearless by empowering them with financial knowledge, StrongHer Money is changing how Advisors engage, communicate and work with their female clients.In 2019, we hosted +300 women in intimate educational gatherings, launched the website and heard women say they now felt truly engaged with their Financial Advisor.For 2020 we are exploring a subscription model for younger women and more Advisors are becoming StrongHerMoney Ambassadors.
Resources
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We are a 2020 Financial Times Top 300 RIA!

Everything starts with mindset. RFG Advisory was selected out of a pool of 12,993 RIAs.

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The Future is Here. Join Us.
How we built the RIA of the Future.
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Coaching Women to LIVE FINANCIALLY FEARLESS
StrongHer Money empowers women with the tools they need to be confident in their financial future.
Securities offered by Registered Representatives through Private Client Services, member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor. RFG Advisory and Private Client Services are unaffiliated entities.

About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to:

Registration