Jenny Franchi, Senior Marketing Account Manager

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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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Supporting Communities in Schools

Financial Resources Group CEO Bruce Miller discusses the company’s partnership with Communities in Schools of Charlotte-Mecklenburg. Miller highlights the passion behind supporting this organization and how the company’s six fundamentals are paramount to their work in helping Communities in Schools work toward their mission of empowering students to stay in school and achieve life.

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Kristen Vitale Joins Financial Resources Group as Director of Business Consulting

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

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

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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Valley Wealth Group-Group-Pic

Financial Resources Group Investment Services Announces Partnership with Valley Wealth Group

Fort Mill, SC. – October 27, 2021 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announces their partnership with Valley Wealth Group of Roanoke, VA. Valley Wealth Group will be registered under the nation’s largest independent broker-dealer*, LPL Financial, and brings over $350 million in assets under management. “We are excited to work

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Celebrating American Business Women’s Day

In honor of American Business Women’s Day, we’d like to celebrate the women advisors in our industry. One advisor in particular began her financial advising career over 20 years ago and discovered her niche through the help of some very special people. Specializing in helping women pursue their financial independence, NJ native Gina Lindsey has

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FRG Press Release

FRGIS Announces New President

Fort Mill, SC. – April 7, 2021 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announced today that Stephen Lank has been appointed as the company’s next President effective May 3, 2021. Bruce Miller, founder and current President, will become CEO. Lank’s securities career spans over 25 years. Most recently, he was Chief

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