Custom Services for Advisors

Expand your expertise and your value, but not your staff.

When you expand the expertise of your practice, you open the door to more opportunity. Instead of hiring more staff to deliver what you need, rely on qualified custom service representatives to help you grow and manage your practice. Our Custom Service offerings provide complementary expertise in marketing, technology, operations, compliance, financial planning and more.

Whether you need permanent support or temporary support, our Custom Services provide value-added expertise in a variety of areas, as if they were located right in your office.

Professional, experienced support staff at your fingertips

Here’s what you can expect from Financial Advocates’ Custom Services Teams:


Experienced Support

Our team of professionals have extensive knowledge in their fields.


System and Process Knowledgeable, No Training Required

Each virtual services professional has in place the systems and processes needed to get the job done.


No Extra Office Space or Equipment Costs

Save your money for more important things.


No Salary or Employee-Related Taxes to Pay

You pay only for the time and work completed.

Financial Advocates Custom Services

Virtual Administrative Services
  • Open and Maintain Client Accounts
  • Research and Resolve Account Notifications and NIGOs
  • Answer and Return Client Calls
  • Schedule Client Appointments
  • Accept and Place Client Trade Instructions
  • Maintain Client Account Data in CRM, etc.
  • Setup LPL Account View and Wealth Vision
  • Client Meeting Preparation
  • Audit Preparation and Follow-up
  • Create Email Announcements
  • Manage Email Marketing and Social Media
  • Special Project Assistance
Virtual Financial Planning
  • Virtual or In-Person Advanced Case Design
  • Advisor Coaching
  • Joint Appointments with Clients in a Consultant Capacity
Virtual Para-Planning
  • Data Entry into Financial Plan or Reports utilizing your preferred software
  • Creation of Financial Plan or Report utilizing your preferred software
Virtual Transition Support
  • Moving or Transferring of Client Accounts
  • Paperwork Processing
  • Training on CRM such as RedTail
  • Training in BranchNet & ClientWorks
  • Assistance with other network platforms
Virtual Recruiting/Hiring
  • Create a clear and concise job description that appropriately outlines the objective, duties and requirements of the position
  • Place your listing on Craigslist or other job board (Indeed)
  • Accept and review resumes
  • Pre-Screen Applicants
  • Conduct Initial + Second Phase Interviews
  • Post Opening on Financial Advocates Website
  • Blast Opening via our Social Media Networks
  • Create a Listing in our Monthly Advocates Opportunities which is sent to all advisors and staff under our OSJ as well as wholesalers within the region
Virtual IT Support
  • Configuring BranchNet
  • Email Setup and Configuration
  • Verifying Compliance with LPL Security Policy
  • Troubleshooting Technical Issues
  • Custom Projects
Virtual Marketing
Graphic Design

  • Logo Design
  • Typography/Branding Kit
  • Posters, Event Cards, Flyers & Brochures
  • Business Cards
  • Stationery Design
  • Envelopes & Notecards
  • PowerPoint Presentation
  • Print Ads/Banners for Websites
  • Email Marketing Templates
  • Social Media Banners/Imagery
  • Custom Projects

Copywriting & Content Creation

  • Blog Posts
  • Website Copy
  • Press Releases
  • Social Media Content Creation/Research for Schedule
  • Email Newsletter Content
Virtual Website Design
Custom Website Design Package

  • Creative Consultation
  • Layout, Format & Placement of Content
  • Setup of Blog (News/Insights) Section
  • Setup of Map on Contact Page + Form
  • Social Media Icon Placement on Site
  • Install BrokerCheck on Header & Footer
  • Link to LPL Account View
  • Install Backup & Security Plug-ins
  • Install Additional Plug-ins on Site for Functionality
  • Audio/Video Integration
  • Newsletter Sign-up Section
  • Google Analytics Account Setup
  • SEO Keyword Setup + Configuration
  • Sitemap Creation & Submission to Google
  • Submit site to Google, Bing & Yahoo
  • All sites are built to be mobile & tablet friendly
Virtual Website Support
  • Adding new pages with content
  • Revising existing pages with content or photo changes.
  • Revision to Layout or Format
  • Add SEO keywords on-page
  • SEO Keyword Setup + Configuration
  • Updating Plug-ins or CMS (For WordPress sites)
  • Audio/Video Integration
  • Newsletter Sign-up Integration
  • Google Analytics Account Setup
  • Submit site to Google, Bing & Yahoo

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.