This War Room Huddle episode with guest Mark Green, CEO, Founder, and President at GFG Wealth Advisors, will leave you fired up and ready to take on the world. Based in College Station, Texas, Mark very intentionally made the decision to become independent.
“I was scared to make the move just like anybody else was,” Mark says. “I was worried about my clients making the transition.” But ultimately it boiled down to one big reason. “RFG just fit in.”
After feeling restless with the decisions the CEOs were making, Mark chose to go independent with RFG Advisory instead because he wanted to “be my own person, be my own advisor.” He wanted to make his own decisions and have a partner rather than a boss. He wanted to be the CEO of his own practice, not the COO, with his wife Sherry right by his side.
Listen to this fearless episode with Mark Green, CEO, Founder, and President at GFG Wealth Advisors.
Join the conversation to hear about:
- Mark’s origin story (3:04)
- Why Mark was seeking independence (4:51)
- Keeping relationships and family top of mind (6:54)
- Building multigenerational relationships with clients (8:37)
- Leveraging your resources (13:37)
- Creating longevity and legacy that lasts (18:00)
- Let’s go Aggies! Being a spotter for the stadium announcer (21:28)
- The power of faith (27:39)
- Discipline, gratitude, and intentionality (30:20)
- What it’s like for Mark and Sherry to work together (32:33)
- Empowering women to live financially fearless with StrongHer Money (35:16)
Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.
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