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Building the Growth RIA of the Future

DATE:
Monday
April 29, 2024

TIME:
1:00 PM ET
10:00 AM PT

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.

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits

have been applied for and are pending approval.

Shannon Spotswood

President

RFG Advisory

Abby Salameh

Chief Growth Officer

RFG Advisory

Shannon Rosic - Moderator

Director of WealthStack Content & Solutions

WealthManagement.com

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