ELEVATE

Your Choices

ELEVATE

Your Client Experience

ELEVATE

Your Practice

ELEVATE

Your Legacy

We’re Invested in Your Success!

Financial Advocates helps financial advisors discover their desired path to independence. Our expert service in regulatory compliance, back-office administration, business development, marketing, and technology can simplify obstacles, and make doing business easier.

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SHAPE YOUR FUTURE

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EXPERIENCE GREATER CHOICE

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ELEVATE YOUR CLIENT EXPERIENCE

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BUILD A LEGACY

Refine, Strengthen and Grow Your Practice

Our custom advisor solutions can support you in a multitude of areas.

BUSINESS DEVELOPMENT

Stay competitive with ongoing practice management and support.

CLIENT CARE

Increase processing efficiency and deliver an enhanced client experience.

COMPLIANCE

Be compliant and in-the-know with experienced regulatory support and guidance.

MARKETING

Increase brand awareness, stay connected and expand your reach with professional advisor marketing.

INVESTMENT MANAGEMENT / FINANCIAL PLANNING

Increase the value of your service but not your hours with a comprehensive, sound approach.

TECHNOLOGY

Innovate your practice with leading technology.

TRANSITION SERVICES

Transition to greater independence with a custom-tailored plan.

“Financial Advocates’ technology group has helped me make decisions on complementary software that I can use to become more organized, have a greater capacity for growth, and bring on more clients.”

Steve Fuller Financial Strategies

How to Grow Now

A growth strategy involves more than simply envisioning long-term success. It requires a plan that can be easily implemented no matter where you are on the bridge towards increased independence.

In this whitepaper, we review six growth strategies that Financial Advisors, like yourself, need to increase their revenue and stay proactive about their business.

Create a Top Dollar Practice

We help advisors strategize for the next adventure, which may be a leisurely retirement or a new venture. No matter what your vision of the future, if you want to receive top dollar for your practice, it’s best to start planning now.

Together We Achieve More

Our strength lies in the connection we share between our vast community of independent financial advisors and the dedicated staff who continuously strive for mutual, ongoing success.

Insight

Look to us for valuable insights into the latest industry news, trends, best practices, technology updates, research and more!

5 Considerations When Buying or Selling a Practice

Whether you are buying or selling your practice, there are five key components to consider. Why? Because others will be looking at your business...

Why You Should Start Thinking About Succession Planning Today

The pandemic caused many of us to step back and take stock of our lives. For financial advisors, it meant seriously reviewing the future of their...

Now That You Know Your Numbers, Find Your Marketing Opportunities

What if you had a crystal ball to help you with your marketing plan? A plan to help focus your marketing efforts and minimize your potential fallout...

Know Your Numbers; Know Your Business

Advisors keep hearing about the “great wealth transfer” that will take place over the next 20 to 25 years. The amount transferred has been reported...

Looking to grow or expand your financial practice?

We support an expansive network of independent financial advisors across the nation. If you are thinking about increasing your independence and opportunities for success, let’s talk.