Materials Library

Flyers, Ads, Brochures, & Postcards

Pre-Approved Event Materials

Client Engagement Materials

About CFG & About My Services Materials

Business Planning Materials

Vignettes

Custom Digital Creations

Bios

A biography is a great way to present your information, tell your story, and distinguish yourself from other advisors in the industry. Today’s consumers are increasingly online savvy. Having a bio on both the CFG and MassMutual websites will provide potential clients with an easy way to find and connect with you digitally.

Personal Websites

A website is an effective way for our top producers to continue expanding their brand through a CFG or DBA lens. Our individual/team website packages can be simple and sleek or more complex and robust, depending on what you desire.

On average, websites tend to take 2-3 months and are available to our top 25 producers.

Splash Pages

In essence, a splash page is a “learn more about me” page that serves as an extension of a bio. Advisors have the ability to list their service offerings, discuss their target markets, explain the CFG approach, and introduce their team members (if applicable) in a user-friendly and visually appealing way.

Splash pages are available to leaders-level advisors who have been with CFG for at least one year.

The Financial Planning Experience

Advisors who charge a financial planning fee can tap into our proprietary technology tool, The Financial Planning Experience. This advanced platform includes advisor- and client-facing portals for enhanced user functionality. Designed to build ongoing advisor-client experiences, the platform features a comprehensive set of resources, strategies, and concepts, including:

  • Quarterly conversations

  • “Learn Me” videos

  • Timely articles

  • Book of the quarter

  • Goalsetting expertise

For further information, please reach out to info@thefinancialplanningexperience.com..

Special Event Landing Pages

Event landing or registration pages are an important way to promote large events that may need a lead capture. These customized pages are available to advisors who are leaders qualified.

Example pages include:

  • The ABC’s of Equity Planning

  • Post-Webinar Consultations

  • TOP & CFG SpecialCare Planning Registration/Consultation

Contact us

Contact us

Need help with your next project? Reach out to us at cfgmarketing.financialguide.com