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

October 2025: No Tricks, Just Treats For Your Finances

This October, give your clients something sweeter than candy—greater financial peace of mind. As Halloween approaches, use spooky season to your advantage with playful, themed messaging that reminds clients to scare off financial uncertainty and pay attention to common money mistakes.

  • Common Money Mistakes

    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 to “scare off” common money mistakes.

  • 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

Sample Instagram Post:

Caption: Happy Halloween from all of us at CFG!

Example Hearsay Posts:

Halloween Posts

Money Mistakes


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