RFG Advisory - Latest News & Updates

"Vegan's On Egan" by RFG Advisor, Dany Martin

by: Dany Martin
published: March, 09th 2017


Vegan’s On Egan

Good morning from the desk of a proud husband.  As you probably know by now, I like to send things out that aren’t always related to investments, the market, money, or anything financial for that matter. I wanted to take a quick minute to let you into my personal life just a bit.  As you may or may not know, my wife (Lindsi) and her business partner (Ashley) have had a cold pressed juice business in Bossier City for a little over 2 years now called Well+Fed Louisiana.  About 6 months ago they were told about an old abandon house/café named the Healthy Planet that stands at the corner of Egan St. and Louisiana Ave (behind Monjuni’s).  As you know, all great business ideas start with a simple “no way” or “we’re not there yet” but then leads to a “well maybe we should just look at it” or “I think we can make this work if we work.”  That is exactly what happened to Lindsi and Ashley. 

At the Bossier location, the max capacity for juice was around 70-80 per day in their 200 square foot kitchen.  They worked countless hours every day and it seemed there was never any juice left in the shop to sell (because it sold out which is good).  This is when the “entrepreneur” in both of them came out.  Once looking at the old Healthy Planet building, talking to current customers, talking to the city, and putting together a business plan, it was time to either be happy with where they were OR invest, expand, and grow. 

Starting in September of 2015, the expansion process began; purchasing, licensing, renovating, crying, praying, smiling, and much more became the norm.  I am happy to say that on Tuesday morning, they passed the health inspection for Shreveport and are now open to the public.  The house looks fantastic, the juice is fantastic, and the movement has begun. 

Slow and steady wins the race so they are starting with cold-pressed juice but will slowly introduce vegan and gluten free options including smoothie bowls, artisanal toast, salads, and sandwiches.  Eventually specialty lunch items (meatloaf, Caribbean beans and rice, buddha bowls, and more) will hit the menu. 

KTBS did a news story on them on February 27th and I have attached the link below.

http://www.ktbs.com/story/34618788/whats-that-green-stuff-shreveport-attracting-more-healthy-restaurants

The Shreveport Times also did a news story on them on March 8th and I have attached the link below as well.

http://www.shreveporttimes.com/story/news/2017/03/08/wellfed-juice-bar-moves-highland/98899658/

I write this to show you how proud I am of my wife and her business partner for trying to make Shreveport a better place.  If you happen to be around the area of Louisiana Ave, Line Ave, Jordan St, and Egan St, take a stop by, try a juice, and see why I am so proud to call Lindsi my wife (and now business partner).  I have included a picture showing the before and after of the renovation.

As always, thank you for your time and have a nice rest of the week.

Best of Health, 

-Dany-

 


Garrett Keyes of Financial Advisor IQ features Bobby White, CEO and founder of RFG Advisory in an article detailing the firm's latest business decision to change broker-dealers.

Toby Salinger from Financial Planning interviews Bobby White, chairman and CEO of RFG Advisory, about the firm's broker-dealer change that is aligned with their level of growth and embraces the hybrid model. "We feel that our potential is unlimited at thi

WealthManagment.com highlights RFG Advisory news of the firm's broker-dealer change in the outlet's daily brief. The decision comes in order to expand service offers to its 38 independent advisors.

RFG Advisory is featured in InvestmentNews for the firm's recent broker-dealer change to propel its growth. The article highlights that this change, "Will allow us to streamline our process for client and operational support," according to the release.

RFG Advisory Repositions with RIA-Friendly Broker-Dealer to Support Growth Goals

Renee Morad from Forbes features Shannon Spotswood, president of RFG Advisory, in an article detailing how her creative break from the financial space prepared her for her current C-Suite role.

Michael Foster of Kiplinger includes Rick Wedell, CIO of RFG Advisory, in his article discussing funds that can provide income during a volatile market.

Shannon Spotswood, president of RFG Advisory, is featured in Jamie Green's ThinkAdvisor article about how the firm is disrupting the RIA space and leveraging technology.

Forbes reporter JJ Kinahan includes insight from Rick Wedell, CIO at RFG Advisory, which he discussed during a previous TD Ameritrade Network appearance.

Rick Wedell, CIO of RFG Advisory, appears on TD Ameritrade Network alongside host Oliver Renick to discuss the latest in the market headlines.

Shannon Spotswood, president of RFG Advisory, appears with RIA Channel's Julie Cooling to discuss how the firm partners with advisors for growth and optimized practice management.

The Wall Street Journal features Rick Wedell, CIO of RFG Advisory Group. "U.S. Stocks Wobble as Investors Parse Corporate Results,"

Rick Wedell, CIO at RFG Advisory, appears on TD Ameritrade Network's "Morning Trade Live"

April 3, 2018 RFG Advisory Investment Team Weekly Commentary

Shannon Spotswood is Interviewed on "How to Start a Career that ends in the C-Suite"

RFG Advisory CEO, Bobby White sheds light on the continued concept of being a "fiduciary" given the news of voiding the DOL fiduciary rule.

RFG Advisory's Chief Investment Officer, Rick Wedell featured in U.S. News and World Report

March 6, 2018 RFG Advisory Investment Team Weekly Commentary

Advisor News author Brian O'Connell quotes RFG Advisory CIO Rick Wedell "Pay no heed to February stock market swoon, analysts say"

RFG Advisory President Shannon Spotswood featured in the Wall Street Journal "Servicing Clients by Empowering and Training Advisors"

Rick Wedell, CIO of RFG Advisory Group, is featured on a TD Ameritrade Network segment discussing market outlook amid earnings season

From our Investment Team | Weekly Commentary 2.12.18

From RFG Advisor, Tommy Williams | The Efficiencey of a Circular Economy

From our CIO | Quick Market Update 2.5.18

From our Investment Team | Weekly Commentary 2.5.18