Why You Need A Money Mission Statement EP 08 | RFG ADVISORY

If you've ever felt lost when making financial decisions or wondered how to prioritize your goals, the answer is likely something you've never considered before.
A "Money Mission Statement."
Of course, it's more than just a statement. It’s a guide for all your financial decisions.
In this episode of Wisdom in Wealth, Brendan Frazier, RFG Advisory's Chief Behavioral Officer, explains the power and importance of creating a "Money Mission Statement."
Here’s what you’ll learn:
• Why a Money Mission Statement is essential to making financial decisions
• The risks of making financial decisions without a money mission statement
• A step-by-step process to create your own money mission statement
This is a must-watch if you want to gain clarity, feel in control, and build a life in which your finances serve your values-not the other way around.
Please reach out to your advisor or visit our website if you have any questions!
RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including innovative technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority!
RFG Advisory
1400 Urban Center Drive, Suite 475
Vestavia Hills, AL 35242
[phone]
www.rfgadvisor...
[e-mail]
Full Disclosure: Nothing on this UA-cam video should be considered advice, research, or an invitation to buy or sell securities. For a full disclaimer, please refer to the terms and conditions in our firm brochure.
This commentary reflects the personal opinions, viewpoints and analyses of RFG Advisory, LLC employees and should not be regarded as a description of advisory services provided by RFG Advisory, LLC or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. RFG Advisory, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
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. 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.