Growth & Strategy

Support

Learning

Premier Services

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Information

presentations:

The Power of Partnership (IS) (Rev 07.11.25)
LPL FRGIS Overview IS Rev 7-2025Download

Commercial Workshop (To be customized)
Commercial Workshop PresDownload

Rebrand-Relaunch Deck
FRGIS-Program-Relaunch-DeckDownload

The Power of Partnership (IAS) (Rev 03.05.24)
LPL FRGIS Overview IAS REV 7-2025Download

Institutional Services Compliance Overview (REV 03.22)  
File Available SoonDownload

Building Addt’l Basis Points of Value
FRG Building Additional Basis Points PresDownload

Retail Workshop (To be customized)
Retail Workshop PresDownload

Turning Clients into Raving Fans
Turning Clients into Raving Fans Deck. PresDownload

enhanced branch training topics:

The Importance of Credit Education NEW!
Credit EducationDownload

College Savings Plan
College Savings PlanDownload

Fixed Annuity
Fixed AnnuityDownload

Managing Healthcare Costs During Retirement
Effectively Managing Healthcare Costs During RetirementDownload

Out of the Box Solutions
Out of the Box SolutionsDownload

Second Opinion
Second OpinionDownload

Long-Term Care & the PPA
Long-term Care & the PPADownload

Women & Investing NEW!
Women-and-Investing-Enhanced-Branch-Training-524646Download

Distribution Preparation
Distribution PreparationDownload

Individual Retirement Account
Individual Retirement AccountDownload

Maximizing Your Retirement Income
Maximizing-Your-Retirement-Income-531572-1Download

Pension Maximization Strategies
Pension Maximization StrategiesDownload

Team Builder Profile
Team Builder ProfileDownload

Understanding Beneficiaries
1-05188319-Understanding-BeneficiariesDownload

Make Financial Planning a Family Matter
Make-Financial-Planning-a-Family-MatterDownload

Financial Planning
Financial PlanningDownload

Life Insurance Reviews
Life Insurance ReviewsDownload

Non-Qualified Deferred Compensation Plan
Non-Qualified Deferred Comp PlanDownload

Realize Your Dreams
Realize Your DreamsDownload

Understanding Buy-Sell Agreements
Understanding Buy-Sell AgreementsDownload

FRG Templates:

FRGIS Word Template 
FRGIS Word TemplateDownload

FRGIS Agenda Template
FRGIS-2025-HOV-AGENDADownload

FRGIS Letterhead
FRGIS Letterhead Rev-2025Download

program/practice templates:

IS Advisor Leaving a New Advisor Taking Over Letter – (459752)
IS-Advisor-Leaving-and-New-Advisor-Taking-OverDownload

LPL Update Contact Info Letter – (1-05148769)
LPL-Update-Contact-Info-Letter-1-05148769Download

Advisor Leaving Template (1-762959)
Advisor-Leaving-Template-1-762959Download

IS Mortgage Client Intro to DBA Letter (519661)
IS-Mortgage-Client-Intro-Letter-to-DBA-519661Download

New Team Member Announcement Letter – (1-05240700)
New-Team-Member-Announcement-Letter-1-05240700Download

Logos:

FRGIS Logo with Slogan Color- Horizontal
FRGIS-Logo-HorDownload

FRGIS Logo with Slogan White – Stacked
FRGIS-Stacked-Logo-WhiteDownload

FRGIS Logo White – Horizontal
FRGIS-Hor-Logo-White-1Download

FRGIS Logo with Slogan Color – Stacked
FRGIS-Logo-StackedDownload

FRGIS Logo Color- Horizontal
FRGIS-Logo-Hor-NSDownload

FRGIS Logo White – Stacked
FRGIS-Stacked-Logo-1-2025-white-no-sloganDownload

FRGIS Logo with Slogan White – Horizontal
FRGIS-Hor-Logo-WhiteDownload

FRGIS Logo Color – Stacked
FRGIS-Stacked-Logo-1-2025-NSDownload

additional materials:

Corporate Snapshot Q1 2025
FRGIS-Corporate-Snapshot-Q1-2025-418231-1Download

Optimizing Advisor Performance
Optimizing Advisor PerformanceDownload

Managed vs. Dual Program Study
Managed-Advisor-Study-210126Download

2021-2022 Kehrer-Bielan CU Investment Services Study Dashboard Report
2021-2022-CU-Study-Dashboard-ReportDownload

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