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Best Practices for Hosting an Effective Client Appreciation Event 

 Financial Resources Group Marketing Department   March 17, 2023

Client appreciation events are a wonderful way to express gratitude, build engagement, and improve customer retention. They are also great for boosting your credibility and allowing your clients to see …


3 Marketing Tools to Kick-Start Your 2023 Campaign Planning 

 Financial Resources Group Marketing Department   November 18, 2022

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 …


Celebrating American Business Women’s Day 

 Financial Resources Group Marketing Department   September 22, 2022

As we celebrate American Business Women’s Day, we’d like to showcase one of our advisors who recognized an enjoyment for numbers and saving early on in her childhood years.  Today, …


3 Creative Ways to Promote College Savings Through Your Website 

 Financial Resources Group Marketing Department   August 25, 2022

September is College Savings Month and what better way to promote this timely topic then through your most valuable online vehicle – your website! Your website is your most important …


Women in Leadership Spotlight 

 Financial Resources Group Marketing Department   May 26, 2022

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. …


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