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EP 4: Doing What It Takes

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Content provided by RFG Advisory. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RFG Advisory or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Bobby White and Dom Raso discuss the actions independent advisors must take in order to be successful, three, five, and ten years from now.
At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, one of the nation’s leading and fastest-growing RIA firms, is launching a new podcast series. ‘Become A Warrior Advisor’ provides financial advisors with actionable guidance, tips and practical tools to survive and thrive during periods of uncertainty and disruption.
The podcast series, presented by RFG Advisory, aims to inspire and empower a new breed of advisor with a curated curriculum designed to engage critical thinking and rapidly adapt to a new future, shaped by the current pandemic. The podcast kicks off with a series of six, exclusive behind-the-scenes interviews with Navy Seal Dom Raso and RFG Advisory Chairman & CEO Bobby White. The segments were filmed during RFG’s Annual Advisor Retreat on Captiva Island in Florida, exactly one week before the COVID-19 pandemic hit the United States.
Please reach out to your advisor or visit our website if you have any questions!
RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including cutting-edge technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority!
RFG Advisory
1400 Urban Center Drive, Suite 475
Vestavia Hills, AL 35242
(205) 397-2450
https://www.rfgadvisory.com/
hello@rfgadvisory.com
Full Disclosure: Nothing on this YouTube video should be considered advice, research, or an invitation to buy or sell securities. For a full disclaimer, please refer to the terms and conditions in our firm brochure.
Links to Disclosures: https://www.rfgadvisory.com/disclosures

  continue reading

9 episodes

Artwork
iconShare
 

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on February 26, 2024 10:19 (2M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 278474667 series 2824995
Content provided by RFG Advisory. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RFG Advisory or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Bobby White and Dom Raso discuss the actions independent advisors must take in order to be successful, three, five, and ten years from now.
At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, one of the nation’s leading and fastest-growing RIA firms, is launching a new podcast series. ‘Become A Warrior Advisor’ provides financial advisors with actionable guidance, tips and practical tools to survive and thrive during periods of uncertainty and disruption.
The podcast series, presented by RFG Advisory, aims to inspire and empower a new breed of advisor with a curated curriculum designed to engage critical thinking and rapidly adapt to a new future, shaped by the current pandemic. The podcast kicks off with a series of six, exclusive behind-the-scenes interviews with Navy Seal Dom Raso and RFG Advisory Chairman & CEO Bobby White. The segments were filmed during RFG’s Annual Advisor Retreat on Captiva Island in Florida, exactly one week before the COVID-19 pandemic hit the United States.
Please reach out to your advisor or visit our website if you have any questions!
RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including cutting-edge technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority!
RFG Advisory
1400 Urban Center Drive, Suite 475
Vestavia Hills, AL 35242
(205) 397-2450
https://www.rfgadvisory.com/
hello@rfgadvisory.com
Full Disclosure: Nothing on this YouTube video should be considered advice, research, or an invitation to buy or sell securities. For a full disclaimer, please refer to the terms and conditions in our firm brochure.
Links to Disclosures: https://www.rfgadvisory.com/disclosures

  continue reading

9 episodes

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