by Financial Advocates | Aug 29, 2022 | Blog
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES 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 fallout from...
by Financial Advocates | Aug 29, 2022 | Blog
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES 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. With an...
by Financial Advocates | Jul 21, 2022 | Press Release
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES Financial Advocates Launches Truelytics to Promote Business Best Practices for Independent Advisors and Wealth Managers Olympia, Wash. — June 21, 2022 — Financial Advocates, LLC (FA), one of the largest Offices of...
by Financial Advocates | Mar 1, 2022 | Blog
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES The Importance of Valuations We’re often asked the question “Why do I need a valuation, especially if I have no intention of selling the business any time soon?” We always respond that knowing the baseline value of your...
by Financial Advocates | Mar 1, 2022 | Blog
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES Would You Hire You? How often have you gone to a website to better understand a business and walked away more confused and less informed than when you first Googled the company? Are your prospects and clients finding the...
