Month: January 2022

3 Simple E-Marketing Wellness Checks For the New Year

Happy New Year!  As many of you may already know, January kicks off Financial Wellness month. This is not only a great opportunity for you to ensure your clients are working toward financial wellness, but also an opportunity to give yourself a wellness check… an e-marketing wellness check! As we enter the new year, now …

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Warren Bausert Receives Top Directors Award

Warren Bausert, CFP®, ChFC® and Partner & Director of Business Consulting at Financial Resources Group was recently recognized as a Top Director for large firms with 25-50 advisors by Kehrer Bielan Research and Consulting. The Kehrer Bielan 2021 Top Director Awards were organized into four categories: Small Firms, with less than 7 advisors Mid-size Firms, …

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