by Financial Advocates | Dec 1, 2022 | Blog
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES 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 business,...
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 | 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...
by Financial Advocates | Nov 12, 2021 | Blog
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES FAs Must Go Beyond Technical Expertise to Drive Effective Post-Pandemic Client Service With technology ubiquitous and remote work the norm, wealth management firms are focusing on helping FAs drive deeper client...
