CFG Resources
Collectively, we bring more value to our clients.
“In today’s world, size and scale matter! CFG has 140+ financial professionals, in multiple states, supported by our self-funded Super OSJ. CFG is able to maximize relationships with our Broker/Dealer and Business Partners to gain access to technology, education and resources. These resources allow us to better serve advisors, their prospects and clients giving us a competitive advantage in the marketplace.”
— Jeff Bigler, Managing Partner
Practice Support
- Team Support/Business Development
- Contracting & Commissions
- Fixed Insurance Solutions
- Fixed Insurance Sales Desk
- Self-funded OSJ-Securities Support Division (SSD)
- Supervision/Compliance delivered in a sales friendly & proactive manner
- Technology Support
- Virtual Admin Subscription Service
Business Continuity/Succession Opportunities
- Co-branding & Promotional Support
- Joint work with Jr & Sr Financial Professionals
- Practice Acquisition
- Business Continuity & Succession Planning
- Practice evaluation tools with B/D
- Tools for crafting legal documentation.
Education & Practice Management
- Group Meetings offering practice management and CE
- Networking/Peer sharing
- Strong relationships with Industry Business Partners
- Study Groups
- Customized Practice Management tools
- Mentoring & Coaching
- CFG Annual National Conference
Rewards & Recognition
- Fortunaire Recognition Production Levels
- Business Development Allowance
- Annual Leader’s Trip & Recognition
- Producer Referral Program
- Fortunaire Foundation Non-profit Charitable Organization