Trigger Alert: Ed Swenson Named President at RFG Advisory

🚀 Battle Card: RFG Advisory

• Ed Swenson, President · 🔗 [LinkedIn](https://www.linkedin.com/in/edswenson/)

• Capitalize on this RFG Advisory sales trigger—new leadership will double down on advisor-centric tech and growth services. → Source

• Independent advisors need scalable integrated platforms to manage client portfolios and operations.

• Achieving double-digit organic growth and maximizing enterprise value.

• Primary: Advisor-centric tech platform → Streamlined operations & enhanced advisor experience.

• Expansion: Growth services & coaching → Accelerated organic growth (19.5% avg).

• Use the RFG Advisory sales trigger to frame your pitch around leadership’s growth mandate.

• HQ: Birmingham, AL

• Employees: ≈ 150

• Rev: ≈ $50 M

• Website: [rfgadvisory.com](https://rfgadvisory.com/)

🤼 Competitive Intel

• Envestnet — Wealth management platform
• Unique edge: Deep data integration & institutional-grade reporting
• Evaluated by CIO & VP Ops for platform breadth

• Orion — Advisory operations suite
• Unique edge: Customizable portfolio management & billing
• Evaluated by Head of Ops for flexibility

• Broadridge — Integrated wealth tech
• Unique edge: End-to-end client communications & compliance
• Evaluated by CCO & CIO for compliance depth

• Tamarac — Portfolio & rebalancing tools
• Unique edge: Seamless integration with custody platforms
• Evaluated by IT & Portfolio Managers for integration ease

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Advisor-centric tech platform streamlines advisor operations❑
PROOF_METRIC  = ❑19.5% organic growth❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Ed
COMPANY     = RFG Advisory
DEPT        = Executive Team
SIZE        = ≈150
BOTTLENECK  = lack of scalable integrated platform
EVENT       = Appointment of Ed Swenson as President
DETAIL      = Ed Swenson as President
PAIN        = Independent advisors need scalable integrated platforms
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251001280950&div=41152219
SIM_CO      = Dynasty Financial Partners
WIN_METRIC  = 19.5% organic growth
NEXT_SIZE   = ≈250
EMP_EST     = ≈150
REV_EST     = ≈$50M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈150-person Executive Team

Ed—noticed your Executive Team is ≈150.

That’s when lack of scalable integrated platform slows growth.

We helped Dynasty Financial Partners fix this with Advisor-centric tech platform streamlines advisor operations.

Result: 19.5% organic growth.  
Quick call?

PS—next bottleneck hits ≈250.

DM ≤45 words, TONE:
Saw your post about Ed Swenson as President — Independent advisors need scalable integrated platforms.  
Advisor-centric tech platform streamlines advisor operations. 19.5% organic growth. Quick chat?```