LAUNCHING REGIONAL MEETINGS IN THE WINDY CITY

Financial Resources Group kicked off the first Regional Advisor Meeting of the year in Chicago on Tuesday, marking the beginning of a series of accessible gatherings for our advisors and programs. 



Kristen Vitale, Director of Business Consulting at Financial Resources Group, spearheaded the event. “Our regional meetings are off to a fantastic start,” she said. “We welcomed over 40+ advisors, featured a diverse panel of speakers, and created opportunities to exchange experiences and build meaningful connections.”



Stephen Lank, President of Financial Resources Group, remarked, “It was an energizing few days and a great kickoff to our meeting series. The advisors were engaged, collaborative, and generous in sharing best practices.”



The conference brought together financial advisors from banks, credit unions, and independent practices, providing a valuable opportunity for networking, idea sharing, and discussing best practices. Additionally, the Advisor School of Growth debuted with Dr. Rick Jensen — renown performance coach, author, & speaker in financial services — offering targeted strategies to support the growth of independent financial advisors.



The day concluded with a lively evening at Weber Grill where participants had an opportunity to take a grill class, including a friendly competition for best plate. The winners are pictured with their aprons.



Additional meetings are coming to a city near you! Check with your business consultant for dates and details! 



A special thank you to our sponsors: Advisors Capital, Allianz, Clearstead, Delaware Life Insurance Company, A Group 1001 Company, and Security Benefit.