Financial Resources Group hosted its fifth Regional Meeting for 2024 in San Diego, CA. Hosted at LPL Financial’s main office, 20 advisors and program leaders from institutions, solo practices, and team businesses came together to learn, collaborate, and network. The day was packed with valuable insights into partner best practices and resources that our advisors can leverage to drive growth and improve their business operations.
Jessica Silver, CFP®, AVP Financial Planning, LPL presented on the financial planning support LPL offers and highlighted the unique benefits of their partnership with FRG. “These events focus on bringing the best out of our advisors by highlighting the best of what FRG and our partners bring to the business,” said Adam Rean Bohlen, CSSCS, Managing Director of Business Consulting – Independent, Dual Institution & VSS, who additionally presented on strengthening ties with heirs and trusted contacts.
A special thanks to our sponsors! AcquireUp, Advisors Capital Management, Allianz, Capital Group/American Funds, Delaware Life Insurance Company, A Group 1001 Company, Eagle Life Insurance Company, Security Benefit, and Symetra.
If you didn’t chance to attend one of our regional events this year, be on the lookout for our regional events in 2025!
Enjoy these photos from the event below!
