Fiduciary Availability Independent investment advisor with fiduciary standard under Alan E. Becker presents an opportunity to discuss outsourced CIO services, fee-based advisory models, and expanded fiduciary support for high-net-worth clients in retirement planning.

Retirement Focus Specialized in comprehensive retirement planning and journey through retirement. Sales trigger: cross-sell retirement income strategies, Rollover guidance, and Medicare/Long-Term Care planning services to current clients and prospects seeking retirement security.

Small Firm Agility Firm size 11-50 employees signals flexibility and potential for personalized, high-touch service. Opportunity to propose scalable technology platforms, CRM enhancements, and digital marketing packages tailored to a boutique advisory model.

Tech Stack Current tools include WordPress, Salesforce, Calendly, and Wistia. Upsell potential for advanced client portals, data analytics, digital onboarding, and enhanced marketing automation to attract new clients and improve client engagement.

Revenue Scale Revenue range $50M-$100M positions RSG Investments as an established mid-market advisory. Prospect for strategic partnerships, cross-sell with scalable tech providers, and services that support growth, compliance, and risk management as they expand.