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
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.
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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.
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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 September.
Sample Instagram Post:
Caption: Never to early to learn about college planning with CFG.
Example Hearsay Posts:
College Saving
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