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 —...

How The COVID-19 Pandemic Is Changing Priorities When It Comes To Financial Planning

by Financial Advocates | Nov 5, 2020 | Blog

INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES How The COVID-19 Pandemic Is Changing Priorities When It Comes To Financial Planning More than six months into the worst pandemic in over 100 years, it goes without saying that the COVID-19 crisis has upended life for...