Our Business Consulting Team’s Insightful Week with Symetra in Bellevue, Washington At Financial Resources Group, collaboration is at the heart of everything we do. Last week, our Business Consulting team had the privilege of visiting Symetra’s beautiful Bellevue, Washington, home office for an insightful “Students of the Industry” training session. This incredible opportunity allowed our […]
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Continuing our “Ask Away” Advisor Spotlight Series! In our featured “Ask Away” Advisor Spotlight Series, learn more about some exceptional LPL Financial advisors partnering with Financial Resources Group — incredible minds with interesting backgrounds. Discover their distinct insights, strategies, and personal stories that have fueled their success. Each month, we’ll cast a spotlight on a different advisor, unveiling
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Financial Resources Group hosted its fifth Regional Meeting for 2024 in San Diego, CA. Hosted at LPL Financial’s main office, 20 advisors and program leaders from institutions, solo practices, and team businesses came together to learn, collaborate, and network. The day was packed with valuable insights into partner best practices and resources that our advisors
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Financial Resources Group continues their Year of Celebration where each month an employee will be recognized for their outstanding efforts in their role at the firm. We are proud to announce August’s Employee of the Month winner – MJ Mulligan, Director of Training MJ is recognized for her exceptional dedication and commitment to service excellence.
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Financial Resources Group hosted another fantastic Regional Advisor Meeting at the Mohegan Sun in Uncasville, CT! Our financial advisors gathered to network, exchange best practices, and gain valuable insights from a dynamic lineup of speakers. Highlights included Dr. Rick Jensen’s session on accelerating business growth and Matthew Kansy, RD, CPT’s impactful keynote on optimizing health
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Financial Resources Group hosted its third Regional Meeting for 2024 in Nashville, TN. The 2-day conference brought together financial advisors from banks, credit unions, and independent practices to network, learn best practices, and hear from inspiring speakers, including Justin Gatlin, Olympic and World Champion sprinter. “Our regional meetings are great opportunities for our advisors to
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Financial Resources Group Investment Services
360 Kingsley Park Dr. | Suite 100 | Fort Mill, SC 29715
Direct (704) 816-8000
