Tag: GFG Wealth Advisors

The Impact of “The Golden Rule” Ft. Mark Green (Ep. 8)

The Impact of “The Golden Rule” Ft. Mark Green (Ep. 8)

“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.”

This Disruption Blueprint 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.

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 
  • Why Mark was seeking independence 
  • Keeping relationships and family top of mind 
  • Building multigenerational relationships with clients 
  • Leveraging your resources 
  • Creating longevity and legacy that lasts 
  • Let’s go Aggies! Being a spotter for the stadium announcer 
  • The power of faith
  • Discipline, gratitude, and intentionality
  • What it’s like for Mark and Sherry to work together
  • Empowering women to live financially fearless with StrongHer Money

Referenced materials:

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.