Cracking the Code in Financial Services From a Catamaran

by Financial Advocates | Apr 12, 2021 | Blog

INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES Cracking the Code in Financial Services From a Catamaran Running a business of any kind is a daunting task in the best of times. But on a boat in the middle of a pandemic? That’s a gamble Christian D’ Urso, founder of...

Financial Advocates Celebrates 25 Years in Business, Expands Marketing Consulting Services to Support Financial Advisors in 2021

by Financial Advocates | Mar 24, 2021 | Press Release

INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES Financial Advocates Celebrates 25 Years in Business, Expands Marketing Consulting Services to Support Financial Advisors in 2021 The company’s high-touch service continues to strengthen the arsenal of tools independent...

Building a Strong Succession Plan is a Marathon, Not a Sprint

by Financial Advocates | Jan 19, 2021 | Blog

INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES Building a Strong Succession Plan is a Marathon, Not a Sprint The oldest and most prestigious road race in America – the Boston Marathon – is a bucket list race for runners. Between its grueling Heartbreak Hill and winding...

The Financial Planning Trends to Leverage in 2021 and Beyond

by Financial Advocates | Dec 14, 2020 | Blog

INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES The Financial Planning Trends to Leverage in 2021 and Beyond The year 2020 has been all about resilience. While advisors know to expect levels of volatility within the market, the ways in which we conduct our businesses...

Financial Advocates Investment Management Selects KCD PR as Agency of Record

by Financial Advocates | Nov 12, 2020 | Press Release

INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES Financial Advocates Investment Management Selects KCD PR as Agency of Record Financial Advocates will capitalize on KCD PR’s advanced capabilities to boost the company’s strategic communications platform San Diego, CA —...