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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July

August

September

FEATURED CONTENT

September 2025: Back to School, Back to Financial Basics

September marks the back-to-school season—and a great time for clients to get back to financial basics: college planning. As routines return and schedules settle, it’s the perfect opportunity to revisit goals, and refresh financial plans just before the kids leave for school. This month is all about structure, learning, and setting up for a successful financial finish to the year.

College Planning
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 college planning.
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 September.
Hearsay

Sample Instagram Post:

Caption: Never to early to learn about college planning with CFG.

Download post here.

Example Hearsay Posts:

College Saving

August 2025: Hot Tips for Cool Financial Moves

As summer winds down this August, it's a great time to blend relaxation with financial reflection. This month, we're encouraging clients to take a moment between vacations and barbecues to check in on their financial wellness. Whether it's reviewing investment goals or starting a college fund before school begins, August offers the perfect pause to plan.

Financial Wellness
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 financial wellness.
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
Reach out to check out our own Financial Wellness Experience content, right in line with this month’s theme.

Sample Instagram Post:

Caption: Scoop up what’s left of summer with us here at CFG!

Download post here.

Example Hearsay Posts:

Financial Wellness

July 2025: Celebrating Financial Independence

This July, we’re celebrating Financial Independence Month—a time to recognize the freedom, confidence, and peace of mind that comes from taking control of your financial future. Just as we commemorate our nation's independence, it’s the perfect opportunity to reflect on goals and milestones. Whether you're helping clients plan for retirement, building their wealth, or simply striving for financial clarity, we're here to support you with carefully created content.

Becoming Financially Independent
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 becoming financially independent.
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 July.
Hearsay
Goal Development for Your Financial Plan
Short-Mid-Long Term Bucket Strategy
6-Step Planning Approach
Financial Planning with Distinction
Financial Planning- Business & Personal Planning
Looking for relevant information to send to your clients? Check out these featured marketing materials focused on goal setting and planning, key components of becoming financially independent.