RFG ADVISORY

FMG Suite Partners with RFG Advisory to Launch Digital Marketing Platform to Drive Business Growth for Financial Advisors

Retrieved on: 
Jeudi, mars 10, 2022
Other Professional Services, Software, Finance, Consulting, Banking, Small Business, Professional Services, Technology, Time, Industry, Content, Salesforce, Blog, Compliance, SEO, Software as a service, Marketing, Automation, Investment advisory, Social media, Partnership, NFL, Â, Registered investment adviser, Fear, RIA, Navy, Seamless, Conference, Multimedia, News, Philosophy, RIAS, One stop shop, FMG, Technology, Software, Solution, COO, RFG, CMO, CEO, Registered, Financial adviser, Public relations, Pathfinder, Scalability, RFG Advisory, FMG Suite, RFG ADVISORY, FMG SUITE

Our launch of Pathfinder in partnership with FMG Suite gives our financial advisors the ability to connect and engage with clients and prospects across every medium in a scalable and authentic basis.

Key Points: 
  • Our launch of Pathfinder in partnership with FMG Suite gives our financial advisors the ability to connect and engage with clients and prospects across every medium in a scalable and authentic basis.
  • Original pre-approved content Pathfinder allows RFG advisors to leverage custom content created by the RFG team as well as create their own content.
  • We are excited that the Pathfinder platform will soon be available to help RFG Advisory with this critical element of their business, said Susan Theder, CMO/CXO of FMG Suite.
  • FMG Suite powers an all-in-one marketing platform that helps financial advisors and insurance agents attract new leads, stay connected with clients and grow their businesses.

RFG Advisory Recognized as a 2022 Best Places to Work for Financial Advisers by InvestmentNews for Second Consecutive Year

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Lundi, février 7, 2022
Professional Services, Insurance, Finance, Consulting, Banking, Accounting, Registered investment adviser, WFA, News, Industry, Growth, Culture, Financial Times, The Last Best Place, Education, Woman, The Economist, Audio and Radio Industry Awards, Investment advisory, Research, Marketing, RFG, Registered, Compliance, Special adviser (UK), Founder, CEO, RIA, Environment, Intelligence, Financial adviser, COO, Domestic worker, MBA, Financial services, Public relations, InvestmentNews, RFG Advisory, INVESTMENTNEWS, RFG ADVISORY

RFG Advisory, an innovative and fast-growing platform for independent advisors, has been recognized as a 2022 Best Places to Work for Financial Advisers by InvestmentNews.

Key Points: 
  • RFG Advisory, an innovative and fast-growing platform for independent advisors, has been recognized as a 2022 Best Places to Work for Financial Advisers by InvestmentNews.
  • We are proud to announce that InvestmentNews has named RFG Advisory to their list of Best Places to Work for Financial Advisors for the second year in a row.
  • RFG Advisory has achieved accelerated growth and notable industry recognition in the wealth management industry beginning with this two-time recognition for Best Places to Work for Financial Advisers by InvestmentNews.
  • To learn more about the InvestmentNews 2022 Best Places to Work for Financial Advisers, please go to Bestplacesforadvisers.com .

Dany Martin of WFA and RFG Advisory Named to InvestmentNews’ 40 Under 40 Class of 2021

Retrieved on: 
Mardi, juin 8, 2021
Software, Finance, Consulting, Data management, Accounting, Professional services, Technology, Other Technology, Finance, Money, Financial advisors, Investment, Investment advisory, Financial adviser, Registered Investment Adviser, RFG Advisory, RFG ADVISORY

RFG Advisory "RFG", one of the nation's leading and fastest-growing RIA firms, announced that Dany Martin, MBA, Partner & Wealth Advisor of WFA (formerly Williams Financial Advisors) in Shreveport, LA, was named to InvestmentNews' 40 Under 40 Class of 2021 for his accomplishments to the financial advice industry.

Key Points: 
  • RFG Advisory "RFG", one of the nation's leading and fastest-growing RIA firms, announced that Dany Martin, MBA, Partner & Wealth Advisor of WFA (formerly Williams Financial Advisors) in Shreveport, LA, was named to InvestmentNews' 40 Under 40 Class of 2021 for his accomplishments to the financial advice industry.
  • "I am honored to be recognized by InvestmentNews for my work as an advisor," said Dany Martin, MBA, Partner & Wealth Advisor at WFA.
  • "Dany is an exceptional, passionate advisor and well-deserving of this honor," said Shannon Spotswood, President of RFG Advisory.
  • Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor.