Advisor Spotlight Series
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Advisor Overview Day 1
Training December 19, 2023
Advisor Overview Day 1
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
Form CRS Walkthrough
Training December 19, 2023
Form CRS Walk Through
FMG Suite Video
Training December 19, 2023
Financial Resources Group Investment Services
In Their Own Words – David Rich
Corporate Videos March 16, 2023
The "In Their Own Words" video series consists of insights from our leadership team. In this video, David Rich, Chief Compliance Officer of Financial Resources Group, touches on topics such as how the evolution of technology has changed Compliance, the importance of our partnership with LPL Financial, what he likes most about his role as Chief Compliance Officer, and how he measures success in his department.
In Their Own Words – Bruce Miller
Corporate Videos February 28, 2023
The "In Their Own Words" video series consists of insights from our leadership team. In this video, CEO Bruce Miller talks about the formation and history of Financial Resources Group, what he learned in founding our firm, what he's most proud of and what he envisions for Financial Resources Group, why he chose Stephen Lank as President, his favorite inspirational quote, and more.
