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

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.