BIRMINGHAM, Ala.--(BUSINESS WIRE)--RFG Advisory “RFG”, an innovative and fast-growing platform for independent advisors today announced it will host a live RFG Masterclass webinar for Advisors on Thursday, December 2, 2021 at 11:00 AM CT. This new Masterclass series will cover strategies to help financial advisors to unlock opportunities to drive growth and create enterprise value. It will include a special 1-1 conversation with Zane Tarence, Partner and Managing Director of Founders Advisors, an experienced investment banker, entrepreneur and recognized expert on the growth and monetization of privately owned companies.
Zane is a noted speaker at many national conferences and has authored numerous articles on how private companies raise growth capital and how they are bought and sold. He is also founder of the preeminent SaaS and Technology Summit, Silicon Y’all, and author of the book 17 Reasons Your Company is Not Investment Grade and What to Do About It.
Over the past 20 years, Zane has led and completed more than 90 technology deals, including facilitating the sale of some of the largest lead generation internet businesses in the United States.
“The announcement of this December event is very advantageous. There are 31.7 million small businesses in America[i], and they account for 99.9% of all U.S. firms,” said Bobby White, CEO and Founder of RFG Advisory. “Even if a small percentage retire, that’s low-hanging fruit for Financial Advisors offering business succession planning services. One hour with Zane Tarence can uncover hidden revenue opportunities for 2022 and create a 10x force multiplier effect on the growth of their business.”
“When it comes to maximizing business value, Zane Tarence wrote the book,” said Shannon Spotswood, President of RFG Advisory. “I’ve seen first-hand how Zane’s game-changing advice catapults a business and puts them on the fast track. With trillions of dollars about to change hands, this has massive implications for every single growth-minded, independent Financial Advisor.”
RFG Masterclass for Advisors Webinar Series aims to empower independent financial advisors and their teams with new business knowledge, strategies, tools, and resources to drive business growth in 2022. Future guests include CEOs, founders, industry thought-leaders, practitioners, and some of the best top business and wealth management thinkers.
The December 2nd virtual event is free. All registered attendees will receive a complimentary copy of Zane’s book 17 Reasons Your Company is Not Investment Grade and What to Do About It, containing inside tips and numerous real-world examples for building a great company.
To sign up for the live masterclass webinar, visit https://event.on24.com/wcc/r/3527351/A98CA493B1C6EB5B628E4C620AC75829
About RFG Advisory
RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory prides itself on being a service company first, a technology company second and a hybrid-RIA third. RFG Advisory delivers a turn-key integrated platform that provides Advisors all of the tools and resources they need to be the CEO of their practice, not the COO, including turn-key technology, institutional-caliber investment management, marketing, compliance, business consulting and operational support. Focused on amplifying independence, Advisors who affiliate with RFG Advisory maintain all of the equity in their business and pay a basis point fee for access to RFG's investment and technology platform. Additionally, through RFG Capital, the firm buys stakes in advisor practices to facilitate succession planning and provide loans to advisors to enable the move to full independence.
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. RFG Advisory and Zane Tarence are separate and unaffiliated, and are not responsible for one another's policies, services, or opinions.