INSIGHTS
News, Articles and Financial UpdatesFinancial Advocates Celebrates 25 Years in Business, Expands Marketing Consulting Services to Support Financial Advisors in 2021
The company’s high-touch service continues to strengthen the arsenal of tools independent advisors need for success in 2021 Olympia, WA —...
Building a Strong Succession Plan is a Marathon, Not a Sprint
The oldest and most prestigious road race in America – the Boston Marathon – is a bucket list race for runners. Between its grueling Heartbreak...
The Financial Planning Trends to Leverage in 2021 and Beyond
The year 2020 has been all about resilience. While advisors know to expect levels of volatility within the market, the ways in which we conduct...
Financial Advocates Investment Management Selects KCD PR as Agency of Record
Financial Advocates will capitalize on KCD PR’s advanced capabilities to boost the company’s strategic communications platform San Diego, CA —...
How The COVID-19 Pandemic Is Changing Priorities When It Comes To Financial Planning
More than six months into the worst pandemic in over 100 years, it goes without saying that the COVID-19 crisis has upended life for nearly...
Providing The Best Financial Guidance For An Underserved Client Segment: Those Already In Retirement
It’s that wonderful time of year again – and we don’t just mean the fall weather, beautiful foliage, and pumpkin spice lattes. October is...
Financial Advocates Investment Management Named to Barron’s 2020 List of Top U.S. RIA Firms
The RIA Firm Continues to Attract Top Financial Advisors with Unmatched Partner Support Olympia, WA, Oct. 09, 2020 -- Financial Advocates...
Financial Advocates Welcomes Michael Wren, Long Time KMS Financial Services Advisor
Financial Advocates Continues to Attract Pacific Northwest Advisors OLYMPIA, WA., August 24, 2020 – Financial Advocates, a leading provider of...
How to Secure Your Remote Work Environment
During the onset of COVID-19, many advisors began working from home. This was a temporary solution to protect themselves and others – but for...
The Sales Funnel and Your Advisory Business
When it comes to making marketing decisions for your advisory business, it is best to start by referring to the sales funnel. The sales funnel is...
