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Financial Advocates Investment Management Selects KCD PR as Agency of Record

by | Nov 12, 2020 | Press Release

Financial Advocates will capitalize on KCD PR’s advanced capabilities to boost the company’s strategic communications platform

San Diego, CA November 4, 2020 Financial Advocates, LLC (FA) and its Hybrid RIA, Financial Advocates Investment Management (FAIM), announced that it has selected the fintech communications firm, KCD PR as its agency of record. Named a top-ranking financial services agency by O’ Dywers, KCD PR will leverage its decades long expertise in the fintech industry to elevate Financial Advocates’ brand across its integrated marketing and strategic communications platforms. For the last 24 years, Financial Advocates has served as financial advisors’ primary ally through the transition, growth, and ongoing management of an independent practice and will benefit from KCD PR’s digital marketing and communications experience as the company scales under new leadership.

“Financial Advocates is a natural match for KCD PR because their dedication to amplifying the voices within their advisor network with the tools they need to succeed is one that mirrors the dedication we have to our own clients,” said Kevin Dinino, president of KCD PR. “We look forward to playing an integral role in expanding the firm’s reach and accelerating their growth.”

With their RIA Financial Advocates Investment Management recently named to the prestigious Barron’s 2020 list of top RIA firms in the U.S., FA is primed for rapid expansion in the new year as the company continues to attract top advisors with its leadership and growth initiatives. In 2020, FA has seen a significant increase in advisors and Financial Advocates Investment Management has seen an increase in Assets Under Management (AUM). Additionally, CEO Angela Vlach was named as a new member of the LPL Financial Advisor Council. As a member, Ms. Vlach will share ideas and suggestions to help drive the development of upcoming LPL programs, communications, products and services.

Since taking the helm, Ms. Vlach has prioritized the re-organization of FA’s leadership team and management structure in order to deliver high touch, white glove, concierge services to advisors affiliated with Financial Advocates. KCD PR will be tasked with centralizing the company’s branding and messaging and creating a streamlined strategic communications platform to effectively convey the ways in which FA is empowering a new generation of independent financial advisors.

“Financial Advocates is a company that provides a multitude of resources and has supported the professional growth of independent financial advisors across the country for over two decades. We are confident that KCD PR will provide us with the strategic guidance necessary to enable more advisors to follow suit and take their practice to the next level of profitability and growth,” said Elvis Medica, Chief Growth Officer for Financial Advocates. “KCD PR’s streamlined and results-driven approach to communications, as well as its history of capabilities in public and media relations in the financial services industry, made the partnership an obvious choice.”

Today, Financial Advocates is the largest OSJ (Office of Supervisory Jurisdiction) in the Pacific Northwest with LPL Financial and serves just under 200 advisors.

 

About Financial Advocates

Financial Advocates, LLC (FA) and their Hybrid RIA, Financial Advocates Investment Management (FAIM), provide 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. FA’s experienced and diverse staff delivers intensive support to advisors as they transition to an Independent Broker-Dealer, a Hybrid RIA, or pure RIA model to achieve greater independence. Advisors then enjoy concierge-level service in business development, regulatory compliance oversight, operations, IT, marketing and investment management. Financial Advocates and Financial Advocates Investment Management provide services to more than 200 independent financial advisors, several banks and credit unions, and more than 100 support staff.

Financial Advocates, Financial Advocates Investment Management, and its affiliates have 35 home office employees with office locations in Olympia, WA and Tacoma, WA. For more information, please visit www.financialadvocates.com.

About KCD Public Relations Inc.

KCD Public Relations Inc. (KCD PR) is a San Diego-based public relations and marketing agency that delivers award-winning strategic public relations, marketing communications and social media campaigns, and counsel to financial services and B-to-B companies. Our mission is to create and communicate a brand’s vision through highly visible campaigns focused on messaging development, marketing material creation, media relations, social media marketing, and more. For more information on our stellar client results and case studies, please visit www.kcdpr.com.

 

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 and Financial Advocates are separate entities from LPL Financial.

KCD Public Relations Inc. is a separate entity from Financial Advocates, Financial Advocates Investment Management, and LPL Financial.

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