INSIGHTS
News, Articles and Financial UpdatesHow 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...
Angela Vlach Named to the LPL Advisor Council
OLYMPIA, WA., August 4, 2020 – Angela Vlach from Financial Advocates, based in Olympia, WA, announced that she has been named by LPL Financial...
Financial Advocates Welcomes T. Scott Dudley and David W. Mc Quade of Stirling Financial Group
Longtime Northwestern Mutual Advisors Join Financial Advocates OLYMPIA, WA., July 24, 2020 – Financial Advocates, a leading provider of superior,...
Herrin Financial Joins Financial Advocates from Raymond James
Financial Advocates continues to attract top advisors with their leadership and growth initiatives OLYMPIA, WA., July 23, 2020 – Financial...
To Sell or Not to Sell Your Advisory Business
One of the hardest decisions a financial advisor will make is whether or not to sell their business. After years of hard work, building lasting...
How to Look Like a Pro When Using Video
Posting original video content is a great way to create a robust online presence and engage with current and potential clients but delving into...
Reopening Your “New Normal” Office
As of recent, more states across the country plan to lift stay-at-home orders and reopen non-essential businesses. Many states are reopening in...
Charity Spotlight: Belinda Petshow / Oregon Lions Sight and Hearing Foundation
An Eye-Opening Moment Inspires a Life-Long CommitmentBelinda Petshow, an independent financial advisor since 2008 and founder of...
5 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...
