Can you believe 2022 is almost at an end?! With the new year rapidly approaching, now is the time to start thinking about your 2023 marketing efforts! It’s a great opportunity to reflect on the goals you’d like to achieve and define your target audiences. Did you know that it takes seven touchpoints to even …
3 Marketing Tools to Kick-Start Your 2023 Campaign Planning Read More »
Financial Resources Group proudly hosted an informative, engaging webinar, Post-Election Economic Update, presented by Jeffrey Roach, PhD, Chief Economist, LPL Financial. The event was held on November 9th. He shared economic updates and insights on how the market will respond following mid-terms. Jeffrey also touched on questions submitted by financial advisors. Special thanks to Justin Novara, …
Financial Resources Group is pleased to announce that we have entered into an agreement to be acquired by LPL Financial. We will continue to operate independently as a wholly-owned subsidiary of LPL. “We couldn’t be more pleased to join forces with LPL,” said CEO/Founder Bruce Miller. “We look forward to leveraging LPL’s financial strength and resources to …
Financial Resources Group Deepens Relationship with LPL Read More »
Financial Resources Group Investment Services
360 Kingsley Park Dr. | Suite 100 | Fort Mill, SC 29715
Direct (704) 816-8000
