INSIGHTS
News, Articles and Financial Updates5 Critical Questions Advisors Need to Answer in a Crisis
For the past several months, COVID-19 has thrown us into a time of intense uncertainty. Like all crises, COVID-19 has called on us to adapt...
Financial Advocates Announces New Senior Vice President of Business Development
Elvis Medica to Drive the Firm’s Focus on Recruitment, Sales, Business Consulting and Advisory SolutionsOLYMPIA, WA., May 13, 2020 –...
Remember to S.M.I.L.E. When Working from Home
Since the end of March, millions of Americans have been ordered to stay at home. If you aren't used to working remotely, the transition can leave...
Coronavirus and What Advisors Need to Know about Business Continuity and Contingency Buyout Planning
Financial advisors are in the business of risk management. They are responsible for helping their clients mitigate market risk, insurance risk,...
Event Marketing for Your Advisory Practice
Events serve as critical marketing and communication tools for your wealth management firm. Advisors can host a variety of events to satisfy...
Growing Your Team and Developing Future Leaders
There is so much value in having reliable, professional, positive, and motivated staff to support you and your clients! Independent financial...
Keys to Scaling Your Advisory Business
You’ve heard the word scale, but what exactly does this mean when it comes to your advisory business? Simply put, if your business is operating...
Three Common Concerns Clients Have During an Election Year and How to Address Them
It’s an election year, which means you cannot avoid politics. There are debates and rebukes, polls and pontifications, and clients who want to...
Advisor Technology Solutions to Embrace in 2020
If you weren’t successful with your goal to implement new technology last year, let’s make it happen in 2020! When it comes to leading advisory...
Six Financial Advisors Seeking Independence Partner With Financial Advocates
OLYMPIA, WA., January 26, 2020 – Financial Advocates, a leading provider of superior, concierge-level services to independent...