With massive seismic changes impacting the wealth management industry in the next decade, financial advisors must prepare to not only survive, but thrive. The transfer of wealth to the next generation coupled with rapid advances 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 providing the tools, services and support needed 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 that delivers double-digit organic growth for advisors.
• Why an integrated technology stack is essential to your success, but you don't have to go it alone.
• What building an independent consulting business without compromise looks like.

Join us and discover the industry's best kept secret, RFG Advisory.

CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and are awaiting approval.

Sponsored by

Shannon Spotswood
President
Consulting RFG

Abby Salameh
Head of Growth
Consulting RFG

Shannon Rosic – Moderator
WealthStack Director of Content and Solutions
WealthManagement.com