News and Events

Financial Resources Group Investment Services is announcing today that Mark Stieve, Managing Director of Business Development, intends to retire from the firm at the end of the first quarter of 2025 concluding a successful career of more than 40 years of dedicated service. “We’ve been fortunate to have Mark as a leader for more than […]

Last week, Financial Resources Group proudly welcomed our banking and credit union partners to the 2025 Program Leadership Symposium in Uptown Charlotte. This three-day event brought together over 60 participants for insightful discussions, innovative strategies, and collaborative learning—all designed to drive growth and strengthen partnerships in the ever-evolving financial landscape. From firm resources and early

Last week, Charlotte was buzzing with energy as our Business Consulting team, executives, and leadership came together for the 2025 BC Sales Summit! This annual event is more than just a gathering—it’s a time to connect, collaborate, and stay ahead of the curve in an ever-evolving industry. Throughout the summit, our team engaged in dynamic

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