News and Events

Financial Resources Group continues their Year of Celebration where each month an employee will be recognized for their outstanding efforts in their role at the firm. We are proud to announce November’s Employee of the Month winner – Casey Hall, Director of Onboarding & Integration Since day one, Casey has been a powerhouse of positivity, […]

Financial Resources Group continues their Year of Celebration where each month an employee will be recognized for their outstanding efforts in their role at the firm. We are proud to announce October’s Employee of the Month winner – Adam Rean Bohlen, Director of Business Consulting Adam brings a level of energy and passion that’s felt

Our Business Consulting Team’s Insightful Week with Symetra in Bellevue, Washington At Financial Resources Group, collaboration is at the heart of everything we do. Last week, our Business Consulting team had the privilege of visiting Symetra’s beautiful Bellevue, Washington, home office for an insightful “Students of the Industry” training session. This incredible opportunity allowed our

Financial Resources Group hosted its fifth Regional Meeting for 2024 in San Diego, CA. Hosted at LPL Financial’s main office, 20 advisors and program leaders from institutions, solo practices, and team businesses came together to learn, collaborate, and network. The day was packed with valuable insights into partner best practices and resources that our advisors

Financial Resources Group continues their Year of Celebration where each month an employee will be recognized for their outstanding efforts in their role at the firm. We are proud to announce August’s Employee of the Month winner – MJ Mulligan, Director of Training MJ is recognized for her exceptional dedication and commitment to service excellence.

Financial Resources Group hosted another fantastic Regional Advisor Meeting at the Mohegan Sun in Uncasville, CT! Our financial advisors gathered to network, exchange best practices, and gain valuable insights from a dynamic lineup of speakers. Highlights included Dr. Rick Jensen’s session on accelerating business growth and Matthew Kansy, RD, CPT’s impactful keynote on optimizing health

Financial Resources Group hosted its third Regional Meeting for 2024 in Nashville, TN. The 2-day conference brought together financial advisors from banks, credit unions, and independent practices to network, learn best practices, and hear from inspiring speakers, including Justin Gatlin, Olympic and World Champion sprinter. “Our regional meetings are great opportunities for our advisors to

Financial Resources Group continues their Year of Celebration where each month an employee will be recognized for their outstanding efforts in their role at the firm. We are proud to announce August’s Employee of the Month winner – Jenn Wallace, Practice Management Consultant Jenn’s dedication to learning and helping whenever needed has made a significant

As the sun set over San Diego, the atmosphere at Focus 2024 was anything but ordinary. Financial Resources Group had the incredible opportunity to host our advisors, executives, and their guests for a truly wild experience at the San Diego Zoo’s Elephant Odyssey exhibit. This special event was the perfect blend of professional engagement and

Financial Resources Group continues their Year of Celebration where each month an employee will be recognized for their outstanding efforts in their role at the firm. We are proud to announce July’s Employee of the Month winner – Adesh Hariprashad, Associate Trainer Adesh is recognized for his exceptional dedication and professionalism. His ability to expertly