RFG Advisory Uses Feathery to Accelerate Advisor Transitions
RFG Advisory, an independent registered investment advisor managing over $8 billion in assets and supporting more than 100 advisors, has significantly improved its advisor transition process by implementing Feathery's AI operational system. The platform enabled RFG to double the speed of form generation for repapering transitions while increasing day-one execution efficiency. Previously reliant on manual spreadsheets and repetitive data entry across multiple systems, RFG now benefits from a streamlined workflow that identifies missing information, pre-fills forms, and generates ready-to-send envelopes. This has led to improved accuracy, fewer errors, and greater predictability in the transition process as advisor recruiting and M&A activity continue to rise. Feathery's solution helps wealth management firms reduce manual work while maintaining a high-touch client experience during transitions.
Topics: advisor transitions operational efficiency technology adoption