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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 you in a more personable, relatable way! Hosting a memorable client appreciation event can even help with getting more referrals and testimonials through building loyalty …

Best Practices for Hosting an Effective Client Appreciation Event Read More »

Customers are the heart of any business. They are also the lifeline to each of our businesses’ success. Keeping them top-of-mind should be a top priority as well as taking the time to get to know them on a deeper level. “Get to Know Your Customers Day” brings new opportunities for businesses to better understand …

Actionable Methods for Knowing Your Customers Read More »

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 opportunity to reflect on the goals you’d like to achieve and define your target audiences. Did you know that it takes seven touchpoints to even …

3 Marketing Tools to Kick-Start Your 2023 Campaign Planning Read More »

Financial planning is more than spreadsheets, cash flow and balance statements. Financial planning is the ability to link the client’s financial life to their whole life. This holistic planning starts and ends with the client, not the advisor. These questioning strategies may feel uncomfortable for some because you are getting personal, and perhaps emotional. Partners …

Using Financial Planning to Uncover More Opportunities for Business Growth Read More »

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, we honor Laura Marzano, MBA, AIF®, as she shares with us her path that led her to creating her own business – driven by her …

Celebrating American Business Women’s Day Read More »

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 online presence and your “hub” for all things digital so it’s important to not only have an up-to-date website, but a website that houses new …

3 Creative Ways to Promote College Savings Through Your Website Read More »

As a Financial Planning and Wealth Advisor, understanding the clients’ situation in the broadest context is very important. All advice given is in the best interest of the client. Understanding this allows us to help the client work toward achieving their personal and financial goals. Broadening the conversation around the issues that impact the clients’ …

Engage Your Clients With Financial Planning Read More »

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. Over the coming months, we will be featuring a series of articles spotlighting women leaders at our firm and beyond. Katie Mills, SHRM-SCP, shares with …

Women in Leadership Spotlight Read More »

Each year in May, the U.S. president makes a proclamation reminding Americans of the importance of our U.S. Armed Forces and the role they have played in the history and development of our country. This month was chosen because it has many individual days marked to note our military’s achievements, including Loyalty Day, established in 1921, …

May is Military Appreciation Month Read More »

As we prepare to celebrate Financial Advisor Day this month, we first and foremost would like to extend our sincere gratitude to each and every one of our advisors.  It is an absolute pleasure getting to serve you and we are honored to be partnered with you as we help to guide you on your …

Celebrating Financial Advisor Day – April 18th Read More »