INSIGHTS
News, Articles and Financial UpdatesFINANCIAL ADVOCATES’ ADVISOR AND PARTNER IN PHILANTHROPY, JULIE ROTHMEIER, HONORED BY INVEST IN OTHERS
Rothmeier Earns Honorable Mention for the Volunteer of the Year Award in the 2019 Invest in Others Awards.OLYMPIA, WA., July 18,...
5 Ways Your Clients Can Help You Increase Your Bottom Line
There are always opportunities. If opportunities aren't what is lacking when it comes to making more money, what is? Financial advisors miss...
Financial Advocates Continues To Attract Advisors with Expanded Custom Services Program
OLYMPIA, WA., July 11, 2019 – Financial Advocates welcomes nine new independent advisors to the firm in the first half of 2019 with...
Turning Should into Must!
Now’s the Time to Register for Ignite!In April, we brought the best to the Pacific Northwest to create an easy to access, top tier event for...
Charity Spotlight: Fors Financial / “Hog Wild” for Olympic Medical Center Foundation
Advisor Goes Hog Wild to Improve HealthcareThere are many differences between living in an urban area versus a rural one, but access...
Financial Advocates Named as a Finalist for Two WealthManagement.com 2019 Industry Awards
OLYMPIA, WA., JUNE 26, 2019 – Financial Advocates has been named a finalist for WealthManagement.com’s 2019 Industry Awards in two...
How to Create Compelling Prospecting Offers
What is a prospecting offer? It’s an invite or a reason for someone who has become aware of your business to connect with you. Think of a coupon....
Are you Leading Your Firm or Managing It?
One area that may keep advisors from elevating is a lack of strong leadership in their practice. While businesses need both leaders and managers...
CASE STUDY: Indigo Wealth Management
FIRM FACTS Michael Colvin| Indigo Wealth ManagementVancouver, WA — Independent Since 2017— 19 Years in Business— Serves 50 Households— Avg....
Financial Advocates’ Elevate Conference Brings Leading Financial Service Industry Experts to Seattle
SEATTLE, WA., May 3, 2019 – Over two hundred financial advisors, assistants, partners, and industry leaders converged this week at...
