RFG Advisory

RFG Advisory RFG Advisory is an award-winning, Corporate RIA platform designed to help Independent Advisors build their businesses without compromise.

RFG Advisory is a fully-supported platform designed to help Independent Advisors build their businesses without compromise. RFG empowers Advisors with a wide range of services, including transition and talent support, marketing, back-office solutions, investment services, technology, IT support, and more. RFG's award-winning, fully integrated platform enables Advisors to thrive while organically g

rowing their businesses. Advisors at RFG are supported through a community dedicated to helping them increase their enterprise value and build something bigger than themselves.

05/28/2026

22-year veterans don't make bold moves on impulse.

Something has shifted.

Experienced Advisors are leaving legacy models behind.

Not for a better check, but for ownership, control, and optionality they can actually build on.

Shannon Spotswood sat down with Louis Diamond, CEO of Diamond Consultants, to unpack what's driving the move, and what Advisors are building on the other side of it.

🎙️ Disruption Blueprint EP72 → https://hubs.li/Q04jcc_20

05/27/2026

Payout % is a W-2 mindset. Enterprise value is an owner's mindset.

The difference? When you own your business, every dollar you earn is yours to deploy. On people, on technology, on growth.

You're not negotiating a grid. You're building an asset.

In the latest drop from the Disruption Blueprint podcast, Shannon Spotswood and Ed Swenson discuss why that shift matters more in 2026 than ever before.

🎙️https://hubs.li/Q04h_-4p0

05/26/2026

Why do markets rise when uncertainty is elevated?

Because uncertainty was already priced in.

When outcomes exceed what investors anticipated, sentiment adjusts.

This week's Market Commentary with CIO Rick Wedell covers what's driving markets right now and what it means for your clients.

Watch the full breakdown: https://hubs.li/Q04hYSHT0

As the wealth management industry continues to consolidate, many Advisors are taking a closer look at how those changes ...
05/26/2026

As the wealth management industry continues to consolidate, many Advisors are taking a closer look at how those changes impact the future of their business.

From changing service models to added operational complexity and reduced flexibility, this article explores why more Advisors are rethinking independence, ownership, and long-term control.

Read the full article and access our exclusive downloadable guide to evaluate whether your current platform still supports the business you want to build by clicking the link below.

https://hubs.li/Q04hTbCG0

Honoring those who gave everything. RFG Advisory offices will be closed Monday, May 25 in observance of Memorial Day.
05/25/2026

Honoring those who gave everything.

RFG Advisory offices will be closed Monday, May 25 in observance of Memorial Day.

"Great tech is the baseline. Great culture is the bottom line."The industry talks a lot about platforms, AI, integration...
05/22/2026

"Great tech is the baseline. Great culture is the bottom line."

The industry talks a lot about platforms, AI, integrations, and automation. And yes, that matters. In fact, it's what we're building with ClickONE.

But technology alone doesn’t build a great business.

What actually changes the experience is the people behind it. The responsiveness. The collaboration. The willingness to solve problems together. The feeling that you’re building alongside a team that genuinely cares about your success.

At RFG, culture isn’t separate from the platform. It’s how the platform comes to life.

It’s the monthly town halls. The Annual Advisor Growth Retreat. The direct access to leadership. The collaboration between Advisors. The operational teams that step in to resolve issues, rather than sending you to a help desk queue.

The technology helps Advisors scale. The culture makes them want to stay.

That combination is what we believe the future of independence should look like.

05/21/2026

The Advisor of 2028 won't just have better tools.

They'll have a better operating model.

The firms that thrive will be built around one question:

Are you anticipating your clients' needs, and do you have the infrastructure to serve them when it counts?

→ Anticipating client needs before they're expressed
→ Delivering with a blend of AI efficiency and human judgment
→ Scaling the business without adding operational drag

The gap between today and that future isn't talent.

It's infrastructure.

In this episode of Disruption Blueprint, Shannon Spotswood sits down with Mark Gilbert, Co-Founder and CEO of Zocks, to unpack what AI really means for the future of Advisors.

Listen now: https://hubs.li/Q04hwP7h0

05/14/2026

The mindset is shaping everything we build across RFG Investment Solutions:

• Streamlined trading workflows
• Smarter account management capabilities
• Flexible solutions built around real Advisor needs
• Infrastructure designed to reduce friction, not add to it

Because at the end of the day, the question is simple:

Does this make the Advisor’s life easier?

That’s the standard at RFG. And it always will be.

05/13/2026

Technology will continue to evolve. But this industry has always been, and always will be, about relationships.

The Advisors who win in the long term will be the ones who use technology to strengthen trust, create clarity, and show up more intentionally for clients, not replace the human side of advice.

“That’s the goal, right?”

In this episode of the Disruption Blueprint podcast, Brandon Wilson and Richard Giannotti sit down with Shannon Spotswood to unpack what it really means to build confidence, trust, and deeper client relationships with professional athletes.

Check out the full episode and podcast drop: https://hubs.li/Q04gsvZy0

05/12/2026

Less than 3% of RIAs have a true digital strategy.

Not tools. Not integrations.

A real, unified data foundation.

That’s the gap.

And it’s exactly why RFG has been building the infrastructure for years, so Advisors don’t just collect data… they can actually use it.

Now comes the next layer: orchestration.

ClickONE is how we bring that data to life, turning it into intelligence, workflows, and real action inside the Advisor experience.

This is where scale starts.

Learn more: https://hubs.li/Q04ggx_q0

Address

1400 Urban Center Drive, Ste 475
Birmingham, AL
35242

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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