FRG Engaged!

Practice Management Capstone Event

Financial Resources Group wrapped up their invitation-only practice management training series with an in-person capstone event held at LPL Financial’s headquarters in Fort Mill, September 20-22.  FRG Engaged was designed to help our advisors be successful by sharing ideas and strategies to help them grow their businesses, assets and profits.

The capstone event featured keynote speakers, Dr. Rick Jensen, Performance Coach, Sport Psychologist, Speaker and Author and Duncan MacPherson, CEO of Pareto Systems with special guest speakers, Anders Smith, Vice President, Managing Director, National Sales Consulting Delaware Life Marketing, LLC, Jeng Chiu, Vice President National Sales Consulting Delaware Life, Dr. Jeffrey Roach, PhD, Chief Economist at LPL, Rich Gates, VP Wealth Consultant at LPL, Stanley Andre, Jr., VP National Sales Consulting at LPL, Mariam Koril, Executive Marketing Consultant at White Glove and Tom Grainger and Jamal Ford of Security Benefit.

The event featured a series of workshops that included topics such as, accelerating business growth, building client relationships, M&A and succession planning, strategies to keep your pipeline full and the importance of building your digital footprint, to name a few.

“We are so thrilled to have had the opportunity to host this amazing event for our advisors,” said president Steve Lank. “We are grateful to our keynote and special guest speakers for providing enlightening presentations for our advisors so that they could look at their businesses through different lenses in an effort to help each of them work towards business growth.”

A few lucky attendees even had the opportunity to visit the LPL studios to record their own value proposition videos to help them promote their businesses!

A big thank you again to our sponsors, Delaware Life, First Trust, Security Benefit, White Glove and State Street for helping us host this event along with NASCAR Cup Series driver Ty Dillon #77 who joined us for dinner one evening!

Check out our gallery below for some of the event highlights!

Picture of Financial Resources Group Marketing Department

Financial Resources Group Marketing Department

We are grateful to our sponsors for providing enlightening presentations for our advisors so that they could look at their businesses through different lenses in an effort to help each of them work towards business growth.” - Steve Lank, President

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