Ep. 8 Take a Seat on the Rocket Ship ft. Rick Wedell, CIO of RFG Advisory

This War Room Huddle episode featuring Rick Wedell Chief Investment Officer at RFG Advisory dives into topics on building the future, navigating the succession planning process, why he prefers video content above all else, and the big answer to why choose RFG?

“If anyone ever offers you a seat on the rocket ship, you don't argue about whether or not it's an aisle or a window, you just take the seat,” Rick says.

Rick is a veteran investor and brings institutional street cred to RFG and its advisors as the Chief Investment Officer. He holds degrees from Harvard University and Stanford University, was named Henry Ford Scholar, and spent 12 years at Bain Capital before joining RFG in 2016. He was recently recognized by ThinkAdvisor as a 2021 LUMINARY in the Thought Leadership & Education category. RFG Advisory was also named to the LUMINARIES Class of 2021, receiving firm-wide recognition in the same category for RIAs.

Rick hosts client events and in-person roadshows on average 15 days a month. Needless to say, he’s wracking the Delta miles. He’s wired as a thought-leadership machine, ready to go in a moment’s notice armed with an artillery of knowledge. There are few industry CIOs to come close to Rick’s herculean efforts. Find out more and listen to this incredible episode of War Room Huddle podcast..

Join the conversation to hear about:

• Welcome Rick to War Room Huddle (0:35)
• Rick’s education and background (1:30)
• If someone offers you a ride on a rocket ship, just take the seat (7:00)
• Why choose RFG? (8:35)
• Building the future: how RFG goes about the investment process (12:05)
• The story of making it on the fridge (17:00)
• The rewarding feeling of helping clients get from point A to point B (20:00)
• Navigating the succession planning process (22:15)
• Goodbye white papers, video content is the wave of the future (28:35)
• Human emotion and why it’s important to have a financial advisor (33:30)

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.