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RFG Advisory introduced Wednesday a collaboration and know-how integration with Nitrogen, geared toward supporting RFG advisors’ enterprise development and shopper engagement efforts.
As Shannon Spotswood, RFG Advisory’s president, informed ThinkAdvisor, Nitrogen is the newest addition to RFG’s know-how stack, which has been assembled over the previous eight years to offer growth-minded advisors with a complete suite of follow administration options.
Through Nitrogen’s platform, RFG’s greater than 100 advisors achieve client-facing threat alignment instruments, portfolio comparability capabilities, proposal era help, shopper check-in options and customised portfolio administration instruments. Additionally they get what Spotswood known as “concierge-level buying and selling providers” that permit advisors to refocus their time away from portfolio administration work in favor of higher-value duties.
“Every thing that we do at RFG is centered round offering advisors with know-how and options that assist them deepen their shopper relationships, develop organically and scale their companies to create enterprise worth,” Spotswood emphasised.
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