Take the Seat on a Rocket Ship Ft. RFG Advisory CIO Rick Wedell (Ep. 9)

Take the Seat on a Rocket Ship Ft. RFG Advisory CIO Rick Wedell (Ep. 9)

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“If someone offers you a seat on a rocket ship, you don’t ask questions. You just sit down and get to work”

This Disruption Blueprint 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 Disruption Blueprint podcast.

Join the conversation to hear about:

  • Welcome Rick to Disruption Blueprint
  • Rick’s education and background
  • If someone offers you a ride on a rocket ship, just take the seat
  • Why choose RFG?
  • Building the future: how RFG goes about the investment process
  • The story of making it on the fridge
  • The rewarding feeling of helping clients get from point A to point B
  • Navigating the succession planning process
  • Goodbye white papers, video content is the wave of the future
  • Human emotion and why it’s important to have a financial advisor

Referenced Materials:

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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