RFG Advisor Growth Retreat 2025

March 10-13, 2025

The Advisor Growth Retreat is RFG Advisory's annual gathering for the advisors on its platform. RFG operates as a hybrid platform supporting independent advisors with investment management, compliance, marketing and technology, and the retreat is where the year's platform priorities are set out and worked through with the advisors who use them.

Who attends

RFG-affiliated advisors and their teams, RFG home-office leadership, and the platform and technology partners supporting the network.

What it covers

• Organic growth strategy and advisor marketing

• Platform, technology and service roadmap

• Practice management and team development

• Investment management and portfolio support

Why platform advisors care about the data layer

Advisors on a supported platform get a great deal handed to them, but they still make their own choices around the edges — a niche planning tool, a preferred CRM, systems carried over from a previous affiliation. Getting one clean view across what the platform provides and what the advisor chose independently is the gap that shows up when a practice tries to scale.

Milemarker is the data infrastructure layer for wealth management, connecting platform and independently chosen systems across 130+ integrations.

Talk to us about your firm's data layer