EP 1: The Disruption Blueprint ft. Bobby White, CEO, Rick Wedell, CIO | Disruption Blueprint Podcast

Описание: Introducing the Disruption Blueprint podcast, a support and coaching resource for Advisors that want to disrupt the norm, service their clients better, and gain success in the financial industry.

For the past two years we have been on a journey to bring Independent Financial Advisors content that can help them create a practice of the future. Now, it’s time for the next iteration, founded in our passion to be the disruptors instead of being disrupted.

Join us as we bring together industry experts, successful advisors, and professionals on the bleeding edge of our industry to help advisors maximize their independence, grow their personal balance sheet, and own their future.

In this inaugural episode, Bobby, Shannon, and Rick discuss why the podcast is named Disruption Blueprint, the history of RFG advisory, and what their platform for independent advisors is all about.

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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 innovative 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/
[email protected]

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.

This commentary reflects the personal opinions, viewpoints and analyses of RFG Advisory, LLC employees and should not be regarded as a description of advisory services provided by RFG Advisory, LLC or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. RFG Advisory, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment Advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No Advisory services may be rendered by RFG Advisory unless a Client agreement is in place.