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At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, an award-winning and fast-growing RIA firm, is launching a new podcast series. ‘Become A Warrior Advisor’ provides financial advisors with actionable guidance, tips and practical tools to survive and thrive during periods of uncertainty and disruption. The podcast series, presented by RFG Advisory, aims to inspire and empower a new breed of advisor with a curated curriculum designed to engage critical t ...
 
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One Year Later on from their prescient conversation on Captiva Island in 2020, Bobby White and Dom Raso reunite for an invigorating, energetic live event from the RFG Podcast studio. What does it mean to crush everything? It means to get 1% better every day, to have the will to fight, and to persevere in the face of hardship, and to have your minds…
 
In this episode, Bobby and Dom discuss how to apply Dom Raso’s Crush Everything philosophy around your actions, behaviors, and beliefs to grow your practice and serve your clients. At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, one of the nation’s leading and fastest-growing RIA firms, is launching a new p…
 
In this episode, Bobby White talks about how to be the CEO not the COO+ – How to structure your time and efficiently manage the right set of activities to build your dream team. At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, one of the nation’s leading and fastest-growing RIA firms, is launching a new podc…
 
In this episode, Bobby White and Dom Raso discuss the actions independent advisors must take in order to be successful, three, five, and ten years from now. At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, one of the nation’s leading and fastest-growing RIA firms, is launching a new podcast series. ‘Become A…
 
In this episode, Bobby White and Dom Raso talk about the importance of mindset for financial advisors as a foundation for success and to take their practice to the next level. At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, one of the nation’s leading and fastest-growing RIA firms, is launching a new podcas…
 
In this episode, Bobby White and Dom Raso discuss how fear is one of the biggest factors holding financial advisors back from reaching their full potential. At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, one of the nation’s leading and fastest-growing RIA firms, is launching a new podcast series. ‘Become A…
 
In this episode, Bobby White and Dom Raso discuss tactics to train your mind and body to begin a bullet-proof morning routine aligned with purpose. At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, one of the nation’s leading and fastest-growing RIA firms, is launching a new podcast series. ‘Become A Warrior …
 
In this episode of the CX Show, we talk to Scott Tannen, Founder & CEO of Boll & Branch, about customer experience and how he's been able to grow the company by placing the customer and the company's ethical practices front and center.We also discuss Boll & Branch's first physical retail location and how they're bringing the digital experience to b…
 
In this episode of CX Insider, we talk to Kerri Nelson, Founder & CEO of CustomersFirst Now, about how customer journey mapping can really serve as a vital exercise for improving the customer experience. We'll also discuss the importance of understanding not only what customers say, but also what they do.Finally, we'll learn what it takes to operat…
 
In this episode, we talk to Ernan Roman about leveraging the voice of the customer to improve the customer experience. In particular, we’ll spend time digging into Ernan’s work with MassMutual and how their customers ended up influencing their marketing.We’ll also examine the gap between what customers expect and what brands deliver.…
 
SaleMove CEO Dan Michaeli chats with Seth Hall, SVP of Customer Service at Philadelphia Insurance Companies, about building a customer-centric support organization using Voice of the Customer. Seth also talks about a common customer support metric that has taken a back seat in his org.To learn more about SaleMove, visit bit.ly/2mjjX7H…
 
SaleMove CEO Dan Michaeli chats with Teron Douglas, Head of Platforms at Bank of America, about the unique challenges faced by Financial Services companies in delivering a top-notch customer experience. We also discuss how bots can be leveraged to move customers towards a real human interaction.To learn more about SaleMove, visit bit.ly/2mjjX7H…
 
SaleMove CEO Dan Michaeli chats with influential thought-leader, Steve Anderson, about the unique customer experience challenges currently being faced by the Insurance industry. We also discuss the role that AI can play and the importance of keeping the human element in the customer journey.To learn more about SaleMove, visit http://bit.ly/2mjjX7H…
 
SaleMove CEO Dan Michaeli chats with Karl Haller, Retail and Consumer Products Center of Competence Leader at IBM, about leveraging data to empower individual store manager to deliver a top-notch customer experience during his time at Brooks Brothers.By SaleMove
 
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