Blog post by Joan-Marie Ebert, Digital, Social and Content Strategist - Guest Contributor To kick-off Financial Advocates’ annual conference last year, Gary and Angie discussed six independent variables occurring in the industry that will ultimately determine how well...

In real-estate, when you want to list a property for sale, you consult with a realtor to help you determine the best possible price. Sometimes it can be downright shocking to learn that what we think our home is worth differs significantly from the opinions of others....

There is a phenomenon that occurs over time to those who are kidnapped or held hostage in dangerous and traumatic situations. The captive begins to rationalize, identify with, and even care for their captors. Stockholm syndrome occurs unconsciously and is a...

We wrapped up our annual conference at the beautiful Suncadia Resort a few weeks ago. Each year, this is an exciting opportunity for our team and network of independent advisors to learn, collaborate, get better prepared for whatever lies ahead, and dream. We are...

If this article’s headline appeals to you, it’s likely you are thinking about dropping your Series 7, saying goodbye to the associated FINRA constraints, and saying hello to increased flexibility. Firms structured as PURE RIAs have more CHOICE with how they want to...