Jennifer Hallmark, Director of Marketing

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April’s “Ask Away” Advisor Spotlight

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 unique 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 Hosts Leadership Symposium

Last week Financial Resources Group hosted a 3-day conference, the Financial Institution Leadership Symposium, which drew approximately 50 program leaders and executives from partnering banks and credit unions across the country. This networking and engaging opportunity held at LPL Financial headquarters in Fort Mill, SC, included peer panels, discussions on growth best practices, insights into LPL Institution

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February’s “Ask Away” Advisor Spotlight

Introducing our “Ask Away” Advisor Spotlight Series! Say hello to our brand-new “Ask Away” Advisor Spotlight Series launching today! Learn more about some exceptional LPL Financial advisors partnering with Financial Resources Group — incredible minds with interesting backgrounds. Discover their unique insights, strategies, and personal stories that have fueled their success. Each month, we’ll cast a spotlight on

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It’s the Most Wonderful Time of Year!

Financial Resources Group’s team gathered for the annual holiday dinner party, hosted by CEO Bruce Miller and Ann Miller at Charlotte City Club this past Saturday. Associates and guests raised their glasses to commemorate an outstanding year, applauding the firm’s remarkable collaborative efforts in serving our advisor community and partnering programs. Another highlight of the evening was

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Financial Resources Group Hosts Rock The Street, Wall Street Field Trip at LPL Financial

Financial Resources Group had the opportunity to host a field trip last fall at LPL Financial for the Fort Mill High School (FMHS) students who participated in Rock The Street, Wall Street (RTSWS), a financial and investment literacy program designed to spark the interest of high school girls into financial literacy and careers in finance. This classroom program was put into action by

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Financial Resources Group Sponsors Financial Literacy Program

Fort Mill, SC. – October 18, 2022 – Financial Resources Group Investment Services is pleased to announce the opportunity to sponsor “Rock the Street, Wall Street” (RTSWS) at Fort Mill High School. Designed to spark the interest of high school girls into financial literacy and careers in finance, RTSWS was founded 11 years ago and

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3 Reasons for Posting Personal Content on Business Social Media Accounts

In our firm’s Marketing Department, we’re often asked, “Should I post personal updates on my social media business pages…particularly LinkedIn and Facebook?” In most cases, your business accounts should consist of content that’s dedicated to your professional side. But that doesn’t mean you should go overboard with posting strictly third-party canned content and keep yourself

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