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 and performance for sustained success.
The meeting featured a fun social event with games, bowling, and plenty of networking opportunities. Adding to the excitement, the Connecticut Sun faced off against the Indiana Fever in Game 2 of the WNBA (Women’s National Basketball Association) playoffs the same evening, and several advisors had the chance to catch the game and witness Caitlin Clark’s amazing talent in action!
MJ Mulligan, Director of Training, FRG Advisor & Institution Training lead a session on Resources & Support at FRG to share updates about LPL Technology and pilots that are currently underway. “These regional meetings not only energize our advisors but also equip them with actionable strategies to grow their businesses and prepare for the future,” said Heather Rossitto, Director of Business Consulting, “Our Business Consulting team is looking forward to taking action with our advisors to implement new strategies to accelerate their growth and help them reach their goals.”
Special thank you to our sponsors: Capital Group/American Funds, Delaware Life Insurance Company, A Group 1001 Company, Eagle Life Insurance Company, Symetra, Allianz, Security Benefit , Advisors Capital Management, and AcquireUp.
If you haven’t already, please contact your dedicated Business Consultant to learn about our upcoming regional events and plan to attend one coming to a city near you!
Enjoy these photos from the event below!
