MARKETING: SPOTLIGHT OF THE MONTH

Each month, we spotlight timely, relevant content designed to support you, your clients, and your business. From educational resources and seasonal marketing materials to industry insights and planning tools, this page serves as your go-to hub for fresh ideas and meaningful engagement. Stay informed, stay connected, and make the most of each month with CFG marketing.

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FEATURED CONTENT

December 2025: Wrap Up The Year Right

December is the season of giving—and a key time to help clients tie up their financial loose ends before the new year. Whether it's reviewing investment performance, maxing out contributions, or setting fresh goals, this month is all about finishing strong and planning ahead with confidence and cheer.

Investment Basics
Right in line with the theme of this month, utilize this folder of seminar content to create a powerful and informative lesson for your clients about investment basics. That way, they will “invest” in great gifts this season!
Hearsay is home to a variety of compliance approved social media posts. It is an easy way to build client engagement on various social media platforms with these premade posts!
Log in to check out relevant posts for the month of August.
Hearsay

Sample Instagram Post:

Caption: From all of us at Commonwealth Financial Group, we wish you a joyful and peaceful holiday season. Here's to moments that matter most—now and in the year ahead.