INSIGHTSNEWS, ARTICLES AND FINANCIAL UPDATES
Financial Advocates’ Elevate Conference Brings Leading Financial Service Industry Experts to Seattle
SEATTLE, WA., May 3, 2019 – Over two hundred financial advisors, assistants, partners, and industry leaders converged this week at the Bell Harbor International Conference Center in Seattle, Washington for the start of Financial Advocates’ two-day conference, Elevate. Elevate provides financial advisors in the Pacific Northwest a close-to-home opportunity to connect, collaborate and learn innovative best practices from leading industry experts, key support staff and each other.
“Financial advisors lead busy lives which often makes it difficult for them to get away and attend a conference,” said Gary Campbell, CEO, and Founder of Financial Advocates. “We wanted to create a top-notch event for advisors in the Pacific Northwest that is more easily accessible and offers the innovative insight they need to overcome new business challenges, grow their practices, and build a lasting legacy.”
Elevate offered over forty-five sessions and workshops including key note presentations including:
Duncan MacPherson, CEO of Pareto Systems, who presented best practices on how advisors can become franchise ready by mastering organic and scalable growth.
Paul Cahill, National Sales Director at Virtus Investment Partners, Inc., who provided insight into how the industry is evolving and how advisors can capitalize on this phase of creative destruction in their practices.
Conference attendees chose from a variety of breakout sessions focused on marketing, financial planning, investor behavior trends, mergers and acquisitions, retirement planning, and more.
To view the entire agenda and to learn more about the conference, please visit: https://faconference.com/seattle/
About Financial Advocates
Financial Advocates, LLC (FA) provides servant leadership in the financial advice market and serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. Organized in 1996, FA now serves over $8.8 billion in brokerage and advisory assets; $3 billion in advisory assets managed through the registered investment advisor, Financial Advocates Investment Management (FAIM) as of 12/31/2018; $1.1 billion in advisory assets managed through the registered investment advisory subsidiary to LPL Financial (LPL) as of 12/31/2018; $3 billion in brokerage assets served through LPL as of 12/31/2018 and $1.6 billion in advisory assets
under advisement through the registered investment advisor, Financial Advocates Investment Management (FAIM) as of 12/31/2018.
FA’s experienced and diverse staff delivers intensive support to advisors as they transition to an Independent Broker-Dealer, a Hybrid RIA, or RIA to achieve pure independence. Advisors then enjoy concierge-level service in business development, regulatory compliance oversight, operations, IT, marketing and investment management. FA provides services to more than 200 independent financial advisors, several banks and credit unions, and more than 100 support staff.
Financial Advocates and its affiliates have 28 home office employees with office locations in Olympia, WA and Tacoma, WA. For more information, please visit www.financialadvocates.com.
*As of December 2018
Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Investment advice offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management, Financial Advocates, Pareto Systems, Virtus Investment Partners, Duncan MacPherson, Paul Cahill, and LPL Financial are separate entities.