RFG Summit 2025

March 10, 2025 · Dallas, TX

The RFG Summit gathers advisors on RFG Advisory's hybrid platform for a day focused on growth strategy, leadership and the innovations shaping independent advice. RFG supports affiliated advisors with investment management, compliance, marketing and technology, and the summit is where the year's platform priorities get set out.

Who attends

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

What was on the agenda

• Growth strategy and scaling an advisory practice

• Leadership and team development

• Platform, technology and service roadmap

• Peer networking across the RFG network

Why platform advisors still care about the data layer

Advisors on a supported platform get a great deal provided for them, but they still make independent 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 supplies and what the advisor chose is the gap that appears 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