FAQs: Conquer the Unknown
where advisors find answers to common questions. No excuses.
Do I own my data and client relationships?
Yes. 100% Your Clients, Your Data.
Can I have my own brand?
If you aren’t passionate about building your own brand, we aren’t a good fit!
Do you offer transition support?
Yes. Let’s talk about your unique situation.
Is every Advisor a good fit for RFG?
Nope!
You are a good fit if you are an:
- Advisor who want to grow organically
- Advisor who knows your time is valuable and resents wasting it
- Advisor who has a growth mindset
- Advisor who is an entrepreneur
- Advisor who believes their brand matters
- Advisor who wants to build enterprise value on their personal balance sheet and you are not a check chaser
How long does a typical transition take?
90 days start-to-finish. Depending on how much data you can take and
how engaged you are in the process, the timeframe can be shorter or
longer. Good news is that 90 days from today you would be DONE and,
on your way, to building enterprise value in your firm, for your family,
on your personal balance sheet.
90 days of doing something hard and the rest of your career building
your firm without compromise. Trust us, it’s worth it! You’ll wish you’d
done it sooner.
How long do I need to prepare to transition?
6 weeks at a minimum, 8 weeks is ideal But let’s be real, sometimes life comes at you fast and that timeline isn’t feasible. We’ve got your back and have successfully executed a transition with only a weeks notice.
What is your Payout?
Advisory: 100% pay-out
RFG charges a platform fee for all services provided to you to grow your business, serve your clients, handle asset management and trading and manage your team.
Brokerage & Financial Planning: 85% pay-out
Do you help me repaper?
Yes. We have a dedicated team of transition specialists that handle the paperwork preparation and execution
for you.
What are the biggest fears Advisors have about making a move?
- Will my clients come with me
- Lost income
- Stress of repapering
Based on our experience, since 2020 on average our Advisors have seen +100% of their estimated client assets transition
We can offer 3 months of support to ease the financial worry during the transition. After that, you are off to the races. The economics of independence are far better than what you have today
If someone tells you a transition is easy, RUN because they are lying to you. It’s a lot of work, but our team of professionals will be in the trench with you to get it done.
Am I a 1099 or W2?
1099.
RFG is a platform for independent, growth-minded Advisors.