BIRMINGHAM, Ala.--(BUSINESS WIRE)--RFG Advisory, one of the nation’s leading and fastest-growing RIA firms, announced today that it has been named a finalist in the prestigious 2020 WealthManagement.com Industry Awards Program. Now in its sixth year, the WealthManagement.com Industry Awards (“Wealthies”) is the only awards program of its kind to honor outstanding achievements by companies, organizations, and individuals that support financial advisor success.
RFG Advisory was named a finalist in the Non-Custodial RIA Support Platforms for StrongHer Money, an educational and prospecting program focused on women. This new initiative provides a turn-key, education and events platform that utilizes technology to create new client acquisition opportunities at scale.
“We are entering a new era in wealth tech—one that will radically change how we support a frictionless client acquisition journey,” said Bobby White, Chairman and CEO of RFG Advisory. “This was a breakthrough year for RFG and we spent millions of dollars engineering a state-of-the-art, fully integrated technology platform to meet this challenge head-on. StrongHer Money is just one example of how we can successfully leverage our platform to create a truly innovative marketing and prospecting engine for our advisors. The future is now, and our advisors are fully equipped to stay ahead of the curve.”
“The prime objective of StrongHer Money is to provide a client acquisition, best-in-class framework that provides exceptional value for our advisors,” said Shannon Spotswood, President of RFG Advisory. “At RFG Advisory, we have always had a mindset geared for accelerated growth. With technology driving every touchpoint in the customer journey, the StrongHer Money platform provides the mechanism to communicate and engage with female prospects that builds trust and create new opportunities at scale.”
A panel of independent judges made up of top names in the industry will determine the WealthManagement.com 2020 Industry Award winners who will be announced during a virtual ceremony on September 10, 2020.
Additional details about the WealthManagement.com Industry Awards and a full list of the 2020 finalists can be found on WealthManagement.com’s website at https://informaconnect.com/wealthmanagementcom-industry-awards/categories-and-criteria/.
About RFG Advisory
RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory prides itself on being a service company first, a technology company second and a hybrid-RIA third. RFG Advisory delivers a turn-key integrated platform that provides Advisors all of the tools and resources they need to be the CEO of their practice, not the COO, including turn-key technology, institutional-caliber investment management, marketing, compliance, business consulting and operational support. Focused on amplifying independence, Advisors who affiliate with RFG Advisory maintain all of the equity in their business and pay a basis point fee for access to RFG’s investment and technology platform. Additionally, through RFG Capital, the firm buys stakes in advisor practices to facilitate succession planning and provide loans to advisors to enable the move to full independence.
