INSIGHTS
News, Articles and Financial UpdatesFinancial 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...
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,...
