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Celebrating Women’s History Month

In honor of Women’s History Month, we want to take this opportunity to spotlight Kelly Perkins, a top producing female advisor partnered with Financial Resources Group. During her 28-year career working as a financial advisor, Kelly has successfully navigated a professional field mainly dominated by men. As a seventh generation Texan, born and raised in …

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Marketing Tips for Promoting America Saves Week

Originating in 2007, America Saves Week has become an annual observance we acknowledge to help Americans commit to saving successfully. During the week of February 21st, individuals are encouraged to do a financial checkup that helps them get a clear visual on their finances, set goals for saving, and create a plan to work toward …

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3 Simple E-Marketing Wellness Checks For the New Year

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 working toward financial wellness, but also an opportunity to give yourself a wellness check… an e-marketing wellness check! As we enter the new year, now …

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