Materials Library
A centralized, compliance-ready hub of customizable marketing and client education resources specifically built for our financial planners and advisors. Easily browse a variety of flyers, brochures, presentations, emails, social posts, and client worksheets you can brand and deploy fast—keeping messaging consistent, professional, and on-strategy.
Browse Flyers, Ads, Brochures & Postcards
Flyers, ads, brochures, and postcards are professionally designed print and digital materials that help financial advisors communicate their value, promote services, and attract new clients. These marketing pieces highlight key offerings, build brand credibility, and support client engagement at events or through direct outreach. Customizable and compliant, they are essential tools for boosting visibility and growing a financial practice. Take a look at materials our team created, ready for your use.
Event Materials: Seminars, Invites, Flyers
Event materials for financial advisors include branded signage, presentations, handouts, and giveaways that enhance professionalism and client engagement during seminars, workshops, and networking events. These materials help communicate key messages clearly, reinforce brand identity, and create a memorable experience for attendees. Designed to be both informative and compliant, they support successful event execution and follow-up. Access our variety of materials for your event below.
Client Engagement Materials
Client engagement materials include personalized touchpoints and supporting documents that strengthen relationships and enhance the client experience. These resources help communicate complex information clearly and professionally. By delivering timely, relevant materials throughout the client journey, advisors build trust and reinforce the value of their guidance.
About CFG & About My Services
Need content to describe CFG and what your services are? Access our carefully created premade materials, an easy and informative way to share with clients, all while upholding the CFG brand image.
Business Planning Materials
Business planning materials provide structured tools and resources to support goal setting, growth strategy, and practice management. Designed to align vision with action, they help advisors build efficient, scalable, and client-focused practices. View our business planning materials below.
Vignettes & Video Explainers
We have put together a variety of concepts that are available for use. Eric Spindt runs through each vignette and how to position to clients. These videos are approved for advisor use only. There is also a corresponding PPT deck with animations so you can run through the concept digitally via Zoom.
Have any questions or need help? Submit a marketing ticket or email us at