by Financial Advocates | Oct 23, 2020 | Blog
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES Providing The Best Financial Guidance For An Underserved Client Segment: Those Already In Retirement It’s that wonderful time of year again – and we don’t just mean the fall weather, beautiful foliage, and pumpkin spice...
by Financial Advocates | Aug 15, 2020 | Blog
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES How to Secure Your Remote Work Environment During the onset of COVID-19, many advisors began working from home. This was a temporary solution to protect themselves and others – but for some advisors, they have decided that...
by Financial Advocates | Aug 11, 2020 | Blog
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES The Sales Funnel and Your Advisory Business When it comes to making marketing decisions for your advisory business, it is best to start by referring to the sales funnel. The sales funnel is a tool that breaks down the...
by Financial Advocates | Jul 21, 2020 | Blog
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES To Sell or Not to Sell Your Advisory Business One of the hardest decisions a financial advisor will make is whether or not to sell their business. After years of hard work, building lasting client relationships, growing...
by Financial Advocates | Jul 10, 2020 | Blog
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES How to Look Like a Pro When Using Video Posting original video content is a great way to create a robust online presence and engage with current and potential clients but delving into the world of video can be daunting. It...
by Financial Advocates | Jun 22, 2020 | Blog
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES As of recent, more states across the country plan to lift stay-at-home orders and reopen non-essential businesses. Many states are reopening in phases and have provided detailed instructions and requirements that employers...
