RFG Advisory—an innovator in the wealth management industry committed to serving independent financial advisors and their clients—announced three key appointments to its executive team. The addition of these proven industry executives bolsters the team of A-players at RFG, all aligned to serve the ever-evolving needs of independent advisors.
Abby Salameh – an industry pioneer with over 25 years of building growth services for independent financial advisors – joins RFG as chief growth officer. Salameh (who previously served as the chief marketing officer, head of strategic partnerships, and managing director of CAIS IQ) is well-positioned to propel the growth model of the registered investment advisory (RIA).
Brendan Frazier, the incoming chief behavioral officer at RFG, will join Salameh in her new role. As the founder of Wired Planning, Frazier will use his deep experience to support RFG’s advisors and their clients.
Further strengthening the new RFG exec team is Kenneth J. Kim (chief financial officer). Previously the head of corporate development and strategy for North America at FNZ (through YieldX acquisition), Kim brings over two decades of experience spanning fintech, investment banking and strategic corporate development.
KEY QUOTES:
“RFG is the most industry awarded firm advisors have never heard of and we are about to change that. RFG’s fully integrated platform is precisely what advisors need to enhance their client experience, drive organic growth and build enterprise value. RFG empowers advisors to define success on their own terms. Joining a team that’s so focused on innovation and defining what the future of the industry means is incredibly exciting for me.”
– Abby Salameh
“The future of advice in our industry is where the human components of the profession intersect with technical knowledge and strategy. RFG is embracing this sea change in our industry by adding a talented chief behavioral officer to our experienced investment team.”
“This powerhouse team is going to transform and set the standard for the future of the wealth management industry. Abby, Brendan, and Ken each bring their own stellar attributes to the table, and we are lucky to have them. Combining them with the existing talent on our team – we are the firm for growth mindset advisors to build their business without compromise. It is an exciting time for advisors to look at joining RFG.”
– Shannon Spotswood, president at RFG
