RFG Advisory Adds Industry Veteran Abby Salameh

Salameh Previously Served As Chief Marketing Officer, Head Of Strategic Partnerships And Managing Director of CAIS IQ

RFG Advisory said Thursday it made three key appointments to its executive team, including the addition of Abby Salameh, an industry veteran with 25 years of building growth services for independent financial advisors, as Chief Growth Officer.

Abby Salameh, appointed Chief Growth Officer at RFG Advisory
Abby Salameh, appointed Chief Growth Officer at RFG Advisory

The appointments “bolster” RFG’s executive team, according to the company.

Salameh previously served as Chief Marketing Officer and Head of Strategic Partnerships for CAIS and Managing Director for CAIS IQ, a tech-enabled education platform.

She was recognized by Wealth Solutions Report last year as one of the CMO 10: Top Wealth Management CMOs.

Salameh was hired by RFG to “drive advisor recruitment, marketing and organic growth among RFG’s existing network of advisors,” it said.

Brendan Frazier, appointed Chief Behavioral Officer at RFG Advisory
Brendan Frazier, appointed Chief Behavioral Officer at RFG Advisory

“RFG’s fully integrated platform is precisely what advisors need to enhance their client experience, drive organic growth and build enterprise value,” said Salameh. “RFG empowers advisors to define success on their own terms. Joining a team that’s so focused on innovation and defining what the future of the industry means is incredibly exciting for me.”

She is being joined in her new role by behavioral finance expert Brendan Frazier, the incoming Chief Behavioral Officer at RFG, and Kenneth J. Kim, who has been named Chief Financial Officer at the firm.

As the founder of Wired Planning, Frazier will “leverage his deep experience to support RFG’s advisors and their clients,” according to the firm.

Brendan Frazier, appointed Chief Behavioral Officer at RFG Advisory
Kenneth J. Kim, appointed Chief Financial
Officer at RFG Advisory

Commenting on the addition of Frazier, Shannon Spotswood, President of RFG, said: “The future of advice in our industry is where the human components of the profession intersect with technical knowledge and strategy. RFG is embracing this sea change in our industry by adding a talented chief behavioral officer to our experienced investment team.”

Previously the Head of Corporate Development & Strategy – North America at FNZ, Kim brings more than two decades of experience that includes fintech, investment banking and strategic corporate development.

Spotswood added: “This powerhouse team is going to transform and set the standard for the future of the wealth management industry. Abby, Brendan, and Ken each bring their own stellar attributes to the table, and we are lucky to have them.”

“Combining them with the existing talent on our team – we are the firm for growth mindset advisors to build their business without compromise.”

Shannon Spotswood, President of RFG Advisory
Shannon Spotswood, President of RFG Advisory

The new executives will be introduced to the entire team and to RFG’s advisors at the Annual RFG Growth Conference in Naples, Florida, March 11-14, the firm said.

During the four-day event, RFG will reflect on a transformative year in 2023, which included a strategic growth investment from Long Ridge Equity Partners.

The retreat’s speakers will include Eric Clarke, former CEO of Orion, Aaron Klein, Co-Founder and former CEO of Nitrogen, and financial services fintech expert Joel Bruckenstein, Producer of the T3 Advisor Technology Conference.

Also appearing on stage will be Jud Mackrill, Co-Founder of Milemarker, and Stacy Havener, Founder and CEO of Havener Capital Partners.

Jeff Berman, Contributing Editor & Reporter at Wealth Solutions Report, can be reached at jberman@wealthsolutionsreport.com

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