INSIGHTS
News, Articles and Financial UpdatesWhy 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...
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...
Financial Advocates Launches Truelytics to Promote Business Best Practices for Independent Advisors and Wealth Managers
Olympia, Wash. — June 21, 2022 — Financial Advocates, LLC (FA), one of the largest Offices of Supervisory Jurisdiction (OSJ) with LPL in the...
The Importance of Valuations
We’re often asked the question “Why do I need a valuation, especially if I have no intention of selling the business any time soon?” We always...
Would You Hire You?
How often have you gone to a website to better understand a business and walked away more confused and less informed than when you first Googled...
FAs Must Go Beyond Technical Expertise to Drive Effective Post-Pandemic Client Service
With technology ubiquitous and remote work the norm, wealth management firms are focusing on helping FAs drive deeper client relationships as...
Financial Advocates Expands Footprint and Welcomes New Advisors Following LPL’s Acquisition of Waddell & Reed
OLYMPIA, WASH. (PRWEB) SEPTEMBER 28, 2021 Financial Advocates, LLC (FA), the largest Office of Supervisory Jurisdiction (OSJ) with LPL in the...
LPL Nabs $150M FA Practice from Blucora’s Avantax
LPL Financial says it has lured another wealth management team from Avantax Investment Services, part of Blucora. Longview, Texas-based Benchmark...
Cracking the Code in Financial Services From a Catamaran
Running a business of any kind is a daunting task in the best of times. But on a boat in the middle of a pandemic? That’s a gamble Christian D’...
