by Financial Advocates | Jul 28, 2025 | Uncategorized
This month, we’re spotlighting how advisors are using AI to save time—without switching platforms. One advisor we work with who runs a lean practice and works just three days a week, recently adopted embedded AI tools and gained back 9 hours in their week. That’s a...
by Financial Advocates | Jul 15, 2024 | Blog
Resources Articles, Press Releases and Useful Downloads 5 Considerations When Buying or Selling a Practice 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 business,...
by Financial Advocates | Jun 17, 2024 | Blog
Resources Articles, Press Releases and Useful Downloads Why 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...
by Financial Advocates | May 13, 2024 | Blog
Resources Articles, Press Releases and Useful Downloads 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...
by Financial Advocates | Apr 15, 2024 | Blog
Resources Articles, Press Releases and Useful Downloads 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 reported as high as $68 trillion....
