ADVISOR BENEFITS

BUSINESS DEVELOPMENT

Stay competitive with ongoing strategic support

What is on the horizon in financial planning and wealth management? Where is the industry headed? How should your practice evolve to stay competitive? The Financial Advocates Business Development team helps independent financial advisors answer these questions and more.
 

Financial Advocates’ Best Kept Secret!

Advisors utilizing the services of the Business Development Team tell us it’s our best-kept secret. Here’s why…

Our Consultants Have Your Best Interests in Mind

Our diverse team of business development experts has over 100 years of collective industry experience. They serve as an independent advisor’s primary strategic resource to kick-start a practice and maximize advisory firm potential over the long-term.

Here’s what you can expect from the Financial Advocates Business Development Team:

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Ongoing Practice Management Guidance

We regularly collaborate so you stay updated on new strategies and resources.

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Extensive Industry Knowledge

We’ve helped hundreds of advisors strengthen and grow their practice.

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Influential Relationships with LPL Financial and Multi-Custodial Partners

We’ve built strong relationships throughout the industry allowing us to access information quickly.

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CONNECT AND COLLABORATE

Enjoy entrepreneurship along with comradery by connecting with those who share similar values. Our annual conference and regional meetings provide learning and networking opportunities.

Financial Advocates Business Development Services

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In-Office Consultation

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Client Segmentation and Servicing

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Advisor Recruiting, Registration and Onboarding

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Portfolio Review

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Pricing/Fee Structures

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Advisor and Staff Training

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Technology Integrations

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Regional Meetings and Study Groups

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Succession and Contingency Planning

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.

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