Strategic Advisors
When you partner with RFG, you’ll have a Strategic Advisor to evaluate your challenges and opportunities throughout the year. Averaging 10 years of “client-side” financial marketing experience, your Strategic Advisor will deliver a custom Earnings Improvement Plan to you every six months. Your Strategic Advisor will offer strategies and tactics to help improve overall performance -- in terms you can quantify: ROA, ROI, services per household, average balances, etc.

Earnings Improvement Plans
Every six months the Strategic Advisor assigned to your institution will complete a comprehensive Earnings Improvement Plan. Your custom Earnings Improvement Plan will identify your best opportunities for growth and improved performance through an assessment of your CEO Strategies Group report, competitive landscape, past financial and marketing performance, and annual goals and objectives.

Marketing Strategy
One of your Strategic Advisor’s responsibilities is to provide your institution with the strategies that help you make the best use of your marketing dollars targeting the right people, using the right message, at the right time.

Board & Management Presentations
Rely on your Strategic Advisor to present your institution’s strengths, weaknesses, opportunities, and threats to your Board of Directors and management team.