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
FEATURED CONTENT
November 2025: Financial Planning You’ll Be Thankful For
November is a season of gratitude—and the perfect time to reflect on financial progress and prepare for a strong close to the year. This month, focus on helping clients, specifically business owners, feel thankful, confident, and in control of their financial future.
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Financial Planning For Businesses
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 planning for businesses.
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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.
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Sample Instagram Post:
Caption: Happy Thanksgiving from all of us at CFG!
Example Hearsay Posts:
Thanksgiving Posts
Financial Planning for Businesses
Have any questions or need help? Submit a marketing ticket or email us at