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November 2021

Kristen Vitale Joins Financial Resources Group as Director of Business Consulting

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Fort Mill, SC. – October 31, 2021 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announced today that Kristen Vitale has become the firm’s next Director of Business Consulting. Vitale is the eighth member of the company’s business consulting team dedicated to helping advisors grow their books of business. Vitale will be supporting […]

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5 Easy Ways to Stay Top of Mind in a Virtual World

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It’s no mystery that our methods of communication have drastically changed over the last two years due to the impact of COVID coupled with the advancements in our ever-changing technology. Social distancing has caused us to replace traditional in-person interactions with email, texting, social media and video conferencing, to name a few. These digital mediums

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3 Marketing Strategies to Promote Long-Term Care Awareness

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November is Long-Term Care Awareness Month and what better way to kick off the month than with three timely marketing strategies to build into your marketing plan. Through utilizing LPL and Financial Resources Group’s pre-approved content, you can efficiently promote long-term care awareness among your clients and prospects. Automated Campaign Tool (ACT) Available through Marketing

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Financial Resources Group Investment Services
360 Kingsley Park Dr. | Suite 100 | Fort Mill, SC 29715
Direct (704) 816-8000

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Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered Investment Advisor. Financial Resources Group Investment Services, and LPL Financial are separate entities. To view our Business Continuity Plan Disclosure, please click HERE.

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