Welcome to the ever-growing and developing Advisor Activity Hub. CFG provides a wealth of materials and resources to help you grow and maintain a successful practice with the firm.

Please use the resources below to help you in your model week/Marketing 6-Week Jumpstart! There is also an Airtable tracker that you will use to stay on top of your ongoing activities in your beginning weeks with CFG.

Please reach out to Mitch Gessay and he will share the tracker template to your Airtable account. After receiving access to your own tracker, please fill out the Jumpstart Activity #’s in the first six weeks and then transition to the Ongoing tab after. The Jumpstart Key is a tab that explains the “why” behind each activity, and the importance of each.