News and Events
FRG Engaged!
Financial Resources Group Marketing Department September 29, 2023
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 …
Attending Focus 2023
Financial Resources Group Marketing Department August 17, 2023
Focus 2023, LPL Financial’s flagship conference, was held August 4-7 at the San Diego Convention Center in San Diego, California. Over 10,000 attendees, including 8,500+ advisors convened for this premier …
FRGIS Featured in Kehrer Group’s 2023 Annual Industry Checkup
Financial Resources Group Marketing Department May 23, 2023
Financial Resources Group is proud to sponsor Kehrer Group’s 2023 Annual Industry Checkup, which provides annual long-term trends in the number and nature of banks and credit unions selling investments, …
CanvasRebel Magazine Features Rob Matricardi, Jr. CFP®, ChFC®
Financial Resources Group Marketing Department May 22, 2023
Financial Resources Group’s Head of Financial Planning Rob Matricardi Jr, CFP®, ChFC® was recently featured in CanvasRebel Magazine’s online publication. CanvasRebel Magazine was designed to artistically share the stories of …
2023 BC Summit
Financial Resources Group Marketing Department May 10, 2023
Financial Resources Group hosted their annual BC Sales Summit from May 2-4. This 3-day event was held at Horizon Investments in South Charlotte, where members of their Business Consulting and …
