- Tech Insights
- IE Events
Many qualities set Bobby White, CEO of RFG Advisory, apart from his peers. For Bobby, it is his ability and willingness to adapt to change and face it head-on. With over two decades of experience in the wealth management industry as both a CEO and a Financial Advisor, Bobby has built a successful, multi-faceted career. Stemming from his ability to get comfortable being uncomfortable, Bobby firmly believes the very thing that sets RFG Advisory apart is how we adapt to change. “I’d rather be a disruptor than be disrupted,” says Bobby. More than just words, his leadership style reflects the bold, decisive moves that have allowed his company to adapt while staying one step ahead of the competition.
Anchored by a culture combining a servant heart with a warrior mindset, RFG Advisory is on a mission to build the RIA of the future. Founded in 2003, RFG Advisory made the game-changing decision in 2015 to tear the house down and build RFG 2.0, a fully integrated best-in-class platform engineered to power the independent advisor in three distinct areas: 1. Amplify the 1-1 relationship with clients; 2. Optimize the day-to-day efficiency of the practice; and 3. Build enterprise value. RFG Advisory is a service company first and delivers for Advisors by combining their innovative technology tools with the leadership team to support it. “Our advisors run their business from anywhere - their phones, laptops, second homes - supported by a team of A-players. Our platform empowers them to optimize their most valuable resource, their time.”
"We have an eye on the future. The great firms of tomorrow are being built today. We strive for excellence and wake up committed to getting 1% better every day."
RFG Advisory is an innovator in the wealth management industry. Advisors join us to build the practice they’ve always dreamed of. Powered by a turn-key technology platform, cutting-edge branding and marketing, compliance and operational support and a chief investment officer to oversee client portfolios, Advisors become the CEO of their practice, not the COO. “With our investment management platform, Bluemonte, our advisors have the opportunity to deliver institutional-caliber investment management to their clients, all the while freeing up their day to focus on their clients and prospects. Our advisors know the value of their time and keep their eye focused on what’s truly important to their clients, their team, their family and their business,” explains Bobby.
Bobby continues, “We have an eye on the future. The great firms of tomorrow are being built today. We strive for excellence and wake up committed to getting 1% better every day.”
RFG Advisory strives to be a force multiplier for our independent advisors, and we are grateful to be recognized by our industry for our commitment to excellence and innovation. These awards include InvestmentNews 2021 Best Places to Work for Financial Advisers, InvestmentNews’ 2021 Innovation Awards Finalist, WealthManagement.com 2021 & 2020 Industry Award Finalist Top Non-Custodial RIA Support Platform, Financial Times Top Financial Advisors 2020, and Shannon Spotswood Women in Asset Management 2021 Advocate of the Year and InvestmentNews 2020 Women to Watch Honoree. Just recently, Rick Wedell, RFG Advisory’s Chief Investment Officer, was named a ThinkAdvisor Luminary for 2021 and RFG Advisory was named a Luminary for Become A Warrior and received Orion Advisor’s 2021 Partner Recognition Award. IE
Chairman & Chief Executive Officer of RFG Advisory
RFG Advisory is a hybrid RIA firm built around a service first culture – we take care of our Advisors so that they can take care of their clients. RFG delivers a fully-integrated platform engineered to power the independent Investment Advisor by offering a wide range of services, from a cutting-edge technology to compliance, investment management, operations, team management practice consulting and branding/marketing support. Experienced in M&A, we grow through succession-driven acquisitions or independent advisor affiliation. Our goal is to be the partner of choice for growth-oriented Advisors, to thrive in the midst of disruption in the wealth management industry and above all to enable Advisors to be in business for themselves, not by themselves.