Advisor Marketing Tools

TPFG Account Maintenance FAQ

All completed New Account and Service request forms via email to teamcs@tpfg.com or via fax at 425.451.7731 Should you have any questions, please call our client services team @ 800.735.7199

Social Media Guidebook for Financial Professionals

NEW! Financial advisors are increasingly landing clients via social media marketing while some are still struggling to define and execute their own plan. Our Social Media Guidebook can help jumpstart your own social media content marketing strategy. 

Marketing Materials

Corporate Overview

Corporate Overview

Download
Playbook For Advisors

Playbook For Advisors

Download
Back On Course

Back On Course

Download
Back On Course - FINRA

Back On Course - FINRA

Download
Manager Summary

Manager Summary

Download
The Value Of An Advisor

The Value Of An Advisor

Download
Lifecycle Solutions

Lifecycle Solutions

Download
Advice Matters

Advice Matters

Download
SDBA Account Management

SDBA Account Management

Download
Freedom of Choice (SDBA for Your Retirement Plan)

Freedom of Choice (SDBA for Your Retirement Plan)

Download
Grow Your AUM

Grow Your AUM

Download
Get The Most Out of Your Retirement Benefits

Get The Most Out of Your Retirement Benefits

Download
Benefits of Working With an Advisor

Benefits of Working With an Advisor

Download
Asset Allocation Quarterly Breakdown

Asset Allocation Quarterly Breakdown

Download
457 Plans 

457 Plans 

Download
403b Plans

403b Plans

Download
Asset Allocation Committee Summary

Asset Allocation Committee Summary

The Pacific Financial Group's Asset Allocation Committee features a group of our partners and strategists.  Each shared their viewpoints and outlook on the market and their strategies.