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Thinking about transitioning to a new broker-dealer or becoming fully independent? You’re not alone. Financial services is an industry constantly on the move.

But what exactly do you need to consider and do?

In this episode, Matt Halloran welcomes Abby Salameh — Chief Growth Officer at RFG Advisory — to explore the support RFG provides to advisors transitioning to their platform. This includes financial analysis and projections, branding and marketing assistance, and a dedicated team to manage the transition process, ensuring a smooth move for both advisors and their clients.

Matt and Abby discuss:

• The most common reasons why advisors want to switch broker-dealers
• The unique aspects that make RFG Advisory stand out from the crowd
• The challenges and legal complexities of making a move
• How a client communication strategy can make or break a move
• Why due diligence is an important but often overlooked step
• Questions to consider before signing on the dotted line (especially with aggregators)
• And more

Resources: 

• Service: RFG Talent

Connect With Abby Salameh:

• LinkedIn: Abby Salameh
• Website: RFG Advisory
• Twitter/X: @AbbySalameh 

Connect With ProudMouth:

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• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Abby Salameh is a seasoned C-suite executive with extensive expertise in expanding financial advisory, alternative investment, fintech, and financial services organizations, particularly those undergoing transformation.

As the Chief Growth Officer at RFG Advisory, Abby draws on a distinguished career, having held CMO positions at top RIAs like Private Advisor Group and Hightower Advisors, as well as alts platform CAIS.