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 Jenny Franchi, Marketing Account Manager   January 11, 2022

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 …

3 Simple E-Marketing Wellness Checks For the New Year Read More »


 Chris Thompson, Partner & Director of Business Consulting   December 17, 2021

As we head into the new year, now is the time to fine tune your 2022 business goals. There are many strategies to consider to help you work towards achieving …

SMART Business Goal Setting Read More »


 Jenny Franchi, Marketing Account Manager   December 1, 2021

Financial Resources Group Investment Services supports women in leadership who have gone above and beyond to achieve for the benefit of our firm as well as the financial services industry. …

Women in Leadership Spotlight Read More »


 Jenny Franchi, Marketing Account Manager   November 8, 2021

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. …

5 Easy Ways to Stay Top of Mind in a Virtual World Read More »


 Jenny Franchi, Marketing Account Manager   November 1, 2021

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 …

3 Marketing Strategies to Promote Long-Term Care Awareness Read More »


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