Generated by All in One SEO v5.0.1.1, this is an llms.txt file, used by LLMs to index the site. # Financial Advocates Bridging Alliances for Advisors ## Sitemaps - [XML Sitemap](https://financialadvocates.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [Your Website Is Your Hardest Working Marketing Asset](https://financialadvocates.com/your-website-is-your-hardest-working-marketing-asset/) - By the time a prospective client contacts your firm, they have already formed an opinion. In most cases, that opinion was shaped by your website. For advisors, a website is no longer a digital business card. It is a conversion tool, credibility check, and the central hub that supports every other marketing effort. Referrals Start - [Client Plan Updates & Financial Planning Limits](https://financialadvocates.com/client-plan-updates-financial-planning-limits/) - It’s finally here! The highly requested College for Financial Planning Annual Limits has been updated for 2026. In addition to the published limits, here are a few notable changes worth keeping in mind as you review client plans this year: Mandatory Catch-Up Contributions for High-Earners Individuals who earned more than $150,000 in FICA wages in - [Why Financial Advisors Should Love Their Marketing](https://financialadvocates.com/why-financial-advisors-should-love-their-marketing/) - February is often associated with relationships, trust, and long-term commitment. These sample principles apply to effective digital marketing for financial advisors. The firms seeing the strongest results are not chase trends. They are building steady, trust driven marketing systems that support their marketing year-round. If your marketing feels inconsistent or disconnected, it may be time - [Year-End Efficiency and Tech Updates](https://financialadvocates.com/year-end-efficiency-and-tech-updates/) - Year-End Efficiency As we wrap up 2025, now’s the time to streamline operations. Focus on automating scheduling, cleaning CRM data, and leveraging proposal tools for quick, compliant year-end reviews. These steps free up time for client conversations and set you up for a strong start in 2026. LPL Tech Updates ClientWorks Proposal: Streamlined workflows for - [2026 Pricing Changes: Your Options and Path Forward](https://financialadvocates.com/2026-pricing-changes-your-options-and-path-forward/) - Just over a month ago, LPL announced pricing changes that will take effect in 2026. These changes may impact your business, and I’m here to help you understand what they mean, explore your options, and identify the best pathways forward. Below are several strategies we can discuss: 1. Operational Assistance Loan (OAL) To ease the - [The Role of Analytics in Digital Marketing](https://financialadvocates.com/the-role-of-analytics-in-digital-marketing/) - In today's digital age, the ability to effectively market your services is more crucial than ever. As financial advisors, you manage your clients' wealth and build and maintain a strong brand presence. One of the most powerful tools at your disposal is analytics. By leveraging data, you can gain valuable insights into your marketing efforts, - [Creating Client Service Calendars](https://financialadvocates.com/creating-client-service-calendars/) - As you look to map out your 2026 Client Service Calendar, here are a few samples Michael Kitces picked out Creating Client Service Calendars To Show Advisor Value. Why have a Client Service Calendar? It will add value to your practice: Makes Invisible Work Visible: Advisors often do a lot of “shadow work” behind the - [Supporting You Through Capital Gains Distribution Season](https://financialadvocates.com/supporting-you-through-capital-gains-distribution-season/) - Tools to Help You Navigate Year-End Tax Planning As capital gains distribution season approaches, LPL and our partners offer several resources to help you proactively manage client portfolios and minimize tax impact. BlackRock Tax Evaluator Tool As year-end distributions approach, use the Tax Evaluator to: Spot High Distribution FundsIdentify mutual funds likely to distribute gains - [Looking Ahead to 2026: Time to Plan Your Marketing and Digital Strategy](https://financialadvocates.com/looking-ahead-to-2026-time-to-plan-your-marketing-and-digital-strategy/) - As the leaves turn and the air grows crisp, we find ourselves at the threshold of a new year. November is the perfect time to start planning for 2026, and I wanted to share some thoughts on how you can make the most of the coming year, particularly in the realm of marketing and digital - [Post-Conference Technology Touchbase](https://financialadvocates.com/post-conference-technology-touchbase/) - It was great connecting with so many of you at last month’s conference! Your feedback and ideas continue to inspire how we shape technology consulting for your practice. Here’s what’s new and noteworthy this month: LPL Tech UpdatesWe’ve rolled out enhancements to ClientWorks Rebalancer, including Trade to Model Target and Swap From Cash functionality, giving - [Streamline Workflows with Tech Tools](https://financialadvocates.com/streamline-workflows-with-tech-tools/) - This Month’s Focus: Faster proposal generation, smarter meetings, and small wins that improve client onboarding. What’s New?These tools are helping advisors streamline workflows without adding complexity: ClientWorks Proposal now supports report templates, drag‑and‑drop section ordering, a modern Risk Tolerance Questionnaire, and the ability to import SAM models—so you can build proposals faster and keep branding tight. Model Screener & Proposal - [Spread the Cheer: Client Gifting and Holiday Cards](https://financialadvocates.com/spread-the-cheer-client-gifting-and-holiday-cards/) - As the holiday season approaches, it’s the perfect time to strengthen your relationships with clients and show them how much you value their trust and business. This month, we’re focusing on two key strategies: client gifting and sending out holiday cards/emails. These simple yet powerful gestures can go a long way in building loyalty and - [Due Diligence Best Practices: Supporting Your Advisory Process with Strategic Oversight](https://financialadvocates.com/due-diligence-best-practices-supporting-your-advisory-process-with-strategic-oversight/) - Initial & Ongoing Due Diligence To maintain a robust investment oversight process, we recommend: Monthly Strategist Reviews Quarterly Investment Committee Meetings These practices help ensure alignment with your investment philosophy and risk tolerance. New Manager Evaluations When evaluating new managers, leverage the MWP Performance Report for a comprehensive view of models and SMAs, including key risk/return metrics. - [Financial Planning Updates](https://financialadvocates.com/financial-planning-updates/) - WealthVision Essentials - FREE tech for account aggregation and light planning. Financial Advocates Exclusive Webinar: WealthVision Essentials Live Demo, alongside, New ClientWorks Proposal Tool Live Demo, please hold your calendars 9/18 at 1:30pm PT, registration link coming soon! Integrated with ClientWorks and Account View, WealthVision Essentials is an end-to-end goal planning solution available at no - [Due Diligence Resources](https://financialadvocates.com/due-diligence-resources/) - Often, I am asked to review a firm’s due diligence process. The goal of the review is to improve upon a structured process and provide additional insights & resources. If you’d like for me to review your due diligence process, please click here to access my calendar and select a date and time that works - [The Power of Storytelling: 5 Strategies to Humanize Your Brand and Attract Ideal Clients](https://financialadvocates.com/the-power-of-storytelling-5-strategies-to-humanize-your-brand-and-attract-ideal-clients/) - As a financial advisor, you understand the importance of building trust with your clients. In an industry often perceived as complex and impersonal, it can be challenging to establish a connection with your ideal client. However, by leveraging the power of storytelling, you can humanize your brand and attract high-quality leads who are more likely - [Reflections from Focus 2025](https://financialadvocates.com/reflections-from-focus-2025/) - This year’s Focus was electric. The most impactful moments for me were the announcement of LPL’s new commission system, rolling out in waves and powered by AI, and a clear commitment to further enhancements in ClientWorks. AI dominated the conversation, from the main stage to the questions we were getting at the Tech Consulting booth. - [Financial Planning Updates & Webinars](https://financialadvocates.com/financial-planning-updates-webinars/) - A few updates to keep you in the loop on what’s happening in Financial Planning this month: The “One Big Beautiful Bill” was signed into law on July 4, 2025 — but what does this 1,044-page legislation mean for your business, your clients, and your financial future? Join the LPL Financial Planning Group as we - [Understanding Website Visibility: Is Your Site User-Friendly?](https://financialadvocates.com/understanding-website-visibility-is-your-site-user-friendly/) - A website is often the first point of contact between a potential client and a financial services firm, making it crucial for the site to be user-friendly and visually appealing. A website's visibility is more than just its search engine ranking; it's about how easily potential clients can find and use the site to get - [Unlocking Growth: Advisory Adoption](https://financialadvocates.com/unlocking-growth-advisory-adoption/) - Advisors who embrace advisory platforms and planning tools are seeing significant growth in their practices. Here are some key growth multipliers based on recent data: Advisory Adoption & Growth Advisors with >70% in AdvisoryAchieve 4x more Net New Asset (NNA) growth compared to those below this threshold. Advisors with >50% Centrally ManagedExperience 3x more NNA growth than those without. - [AI That Works Where You Work](https://financialadvocates.com/ai-that-works-where-you-work/) - This month, we’re spotlighting how advisors are using AI to save time—without switching platforms. One advisor we work with who runs a lean practice and works just three days a week, recently adopted embedded AI tools and gained back 9 hours in their week. That’s a full day reclaimed for deep work, client strategy, or - [Know Your Numbers; Know Your Business](https://financialadvocates.com/know-your-numbers-know-your-business-2/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [Now That You Know Your Numbers, Find Your Marketing Opportunities](https://financialadvocates.com/now-that-you-know-your-numbers-find-your-marketing-opportunities/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [5 Considerations When Buying or Selling a Practice](https://financialadvocates.com/5-considerations-when-buying-or-selling-a-practice/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.14.7″ da_disable_devices=”off|off|off” global_colors_info=”{}” theme_builder_area=”post_content” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_fullwidth_header title=”Resources” subhead=”Articles, Press Releases and Useful Downloads” text_orientation=”center” background_overlay_color=”RGBA(255,255,255,0)” admin_label=”INSIGHTS” _builder_version=”4.14.7″ title_font=”Montserrat|||on|||||” title_font_size=”18px” content_font=”|on||on|” subhead_font=”Newsreader|700|||||||” subhead_font_size=”36px” background_color=”#00538B” background_enable_image=”off” parallax=”on” max_width_tablet=”50px” subhead_font_size_tablet=”30px” subhead_font_size_phone=”” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” global_colors_info=”{}” button_one_text_size__hover_enabled=”off” button_one_text_size__hover=”null” button_two_text_size__hover_enabled=”off” button_two_text_size__hover=”null” button_one_text_color__hover_enabled=”off” button_one_text_color__hover=”null” button_two_text_color__hover_enabled=”off” button_two_text_color__hover=”null” button_one_border_width__hover_enabled=”off” button_one_border_width__hover=”null” button_two_border_width__hover_enabled=”off” button_two_border_width__hover=”null” button_one_border_color__hover_enabled=”off” - [Why You Should Start Thinking About Succession Planning Today](https://financialadvocates.com/why-you-should-start-thinking-about-succession-planning-today/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [Financial Advocates Continues to Attract Top Advisors](https://financialadvocates.com/financial-advocates-continues-attract-top-advisors/) - [et_pb_section bb_built=”1″ fullwidth=”on”][et_pb_fullwidth_header admin_label=”INSIGHTS” title=”INSIGHTS” subhead=”News, Articles and Financial Updates” background_layout=”dark” text_orientation=”center” background_url=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” background_overlay_color=”rgba(0,86,107,0.82)” parallax=”on” title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_font_size_tablet=”30px” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” header_fullscreen=”off” header_scroll_down=”off” image_orientation=”center” content_orientation=”center” custom_button_one=”off” button_one_letter_spacing=”0″ button_one_icon_placement=”right” button_one_letter_spacing_hover=”0″ custom_button_two=”off” button_two_letter_spacing=”0″ button_two_icon_placement=”right” button_two_letter_spacing_hover=”0″ background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” _builder_version=”3.0.62″ /][/et_pb_section][et_pb_section bb_built=”1″][et_pb_row _builder_version=”3.0.88″][et_pb_column type=”2_3″][et_pb_post_title _builder_version=”3.0.88″ title=”on” meta=”on” author=”on” date=”on” categories=”on” comments=”on” featured_image=”on” featured_placement=”above” text_color=”dark” text_background=”off” title_font=”|600|||||||” meta_font_size=”12″ - [Financial Advocates Welcomes Lawrence Weller](https://financialadvocates.com/financial-advocates-welcomes-lawrence-weller/) - [et_pb_section bb_built=”1″ fullwidth=”on”][et_pb_fullwidth_header admin_label=”INSIGHTS” title=”INSIGHTS” subhead=”News, Articles and Financial Updates” background_layout=”dark” text_orientation=”center” background_url=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” background_overlay_color=”rgba(0,86,107,0.82)” parallax=”on” title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_font_size_tablet=”30px” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” header_fullscreen=”off” header_scroll_down=”off” image_orientation=”center” content_orientation=”center” custom_button_one=”off” button_one_letter_spacing=”0″ button_one_icon_placement=”right” button_one_letter_spacing_hover=”0″ custom_button_two=”off” button_two_letter_spacing=”0″ button_two_icon_placement=”right” button_two_letter_spacing_hover=”0″ background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” _builder_version=”3.0.62″ /][/et_pb_section][et_pb_section bb_built=”1″][et_pb_row _builder_version=”3.0.88″][et_pb_column type=”2_3″][et_pb_post_title _builder_version=”3.0.88″ title=”on” meta=”on” author=”on” date=”on” categories=”on” comments=”on” featured_image=”on” featured_placement=”above” text_color=”dark” text_background=”off” title_font=”|600|||||||” meta_font_size=”12″ - [Financial Advocates Welcomes Eight Independent Advisors](https://financialadvocates.com/financial-advocates-welcomes-eight-independent-advisors/) - [et_pb_section bb_built=”1″ fullwidth=”on” next_background_color=”#000000″][et_pb_fullwidth_header admin_label=”INSIGHTS” title=”INSIGHTS” subhead=”NEWS, ARTICLES AND FINANCIAL UPDATES” background_layout=”dark” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” parallax=”on” title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_font_size_tablet=”30px” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” header_fullscreen=”off” header_scroll_down=”off” image_orientation=”center” content_orientation=”center” custom_button_one=”off” button_one_icon_placement=”right” custom_button_two=”off” button_two_icon_placement=”right” background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” _builder_version=”3.0.101″ max_width_tablet=”50px” /][/et_pb_section][et_pb_section bb_built=”1″ prev_background_color=”#000000″][et_pb_row][et_pb_column type=”2_3″][et_pb_post_title _builder_version=”3.0.88″ title=”on” meta=”on” author=”on” date=”on” categories=”on” comments=”on” featured_image=”on” featured_placement=”above” text_color=”dark” text_background=”off” title_font=”|600|||||||” meta_font_size=”12″ title_text_color=”#117788″ custom_css_post_image=”padding-bottom: 35px;” - [New Marketing Messages for 2018](https://financialadvocates.com/new-marketing-messages-2018/) - [et_pb_section bb_built=”1″ fullwidth=”on” next_background_color=”#000000″][et_pb_fullwidth_header admin_label=”INSIGHTS” title=”INSIGHTS” subhead=”NEWS, ARTICLES AND FINANCIAL UPDATES” background_layout=”dark” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” parallax=”on” title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_font_size_tablet=”30px” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” header_fullscreen=”off” header_scroll_down=”off” image_orientation=”center” content_orientation=”center” custom_button_one=”off” button_one_icon_placement=”right” custom_button_two=”off” button_two_icon_placement=”right” background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” _builder_version=”3.0.101″ max_width_tablet=”50px” /][/et_pb_section][et_pb_section bb_built=”1″ prev_background_color=”#000000″][et_pb_row][et_pb_column type=”2_3″][et_pb_post_title _builder_version=”3.0.88″ title=”on” meta=”on” author=”on” date=”on” categories=”on” comments=”on” featured_image=”on” featured_placement=”above” text_color=”dark” text_background=”off” title_font=”|600|||||||” meta_font_size=”12″ title_text_color=”#117788″ custom_css_post_image=”padding-bottom: 35px;” - [Financial Advocates' Growth Continues with the On-boarding of Wealth Management Solutions, LLC](https://financialadvocates.com/financial-advocates-growth-continues-boarding-wealth-management-solutions-llc/) - [et_pb_section bb_built=”1″ fullwidth=”on” next_background_color=”#000000″][et_pb_fullwidth_header admin_label=”INSIGHTS” title=”INSIGHTS” subhead=”NEWS, ARTICLES AND FINANCIAL UPDATES” background_layout=”dark” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” parallax=”on” title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_font_size_tablet=”30px” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” header_fullscreen=”off” header_scroll_down=”off” image_orientation=”center” content_orientation=”center” custom_button_one=”off” button_one_icon_placement=”right” custom_button_two=”off” button_two_icon_placement=”right” background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” _builder_version=”3.0.101″ max_width_tablet=”50px” /][/et_pb_section][et_pb_section bb_built=”1″ prev_background_color=”#000000″][et_pb_row][et_pb_column type=”2_3″][et_pb_post_title _builder_version=”3.0.88″ title=”on” meta=”on” author=”on” date=”on” categories=”on” comments=”on” featured_image=”on” featured_placement=”above” text_color=”dark” text_background=”off” title_font=”|600|||||||” meta_font_size=”12″ title_text_color=”#117788″ custom_css_post_image=”padding-bottom: 35px;” - [Financial Advocates Welcomes Kelly Wamble to Olympic Investment Group](https://financialadvocates.com/financial-advocates-welcomes-kelly-wamble-olympic-investment-group/) - [et_pb_section bb_built=”1″ fullwidth=”on” next_background_color=”#000000″][et_pb_fullwidth_header admin_label=”INSIGHTS” title=”INSIGHTS” subhead=”NEWS, ARTICLES AND FINANCIAL UPDATES” background_layout=”dark” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” parallax=”on” title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_font_size_tablet=”30px” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” header_fullscreen=”off” header_scroll_down=”off” image_orientation=”center” content_orientation=”center” custom_button_one=”off” button_one_icon_placement=”right” custom_button_two=”off” button_two_icon_placement=”right” background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” _builder_version=”3.0.101″ max_width_tablet=”50px” /][/et_pb_section][et_pb_section bb_built=”1″ prev_background_color=”#000000″][et_pb_row][et_pb_column type=”2_3″][et_pb_post_title _builder_version=”3.0.88″ title=”on” meta=”on” author=”on” date=”on” categories=”on” comments=”on” featured_image=”on” featured_placement=”above” text_color=”dark” text_background=”off” title_font=”|600|||||||” meta_font_size=”12″ title_text_color=”#117788″ custom_css_post_image=”padding-bottom: 35px;” - [Four New Advisors Join Financial Advocates in the First Quarter](https://financialadvocates.com/four-new-advisors-join-financial-advocates-in-the-first-quarter/) - [et_pb_section bb_built=”1″ fullwidth=”on” next_background_color=”#000000″][et_pb_fullwidth_header admin_label=”INSIGHTS” title=”INSIGHTS” subhead=”NEWS, ARTICLES AND FINANCIAL UPDATES” background_layout=”dark” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” parallax=”on” title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_font_size_tablet=”30px” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” header_fullscreen=”off” header_scroll_down=”off” image_orientation=”center” content_orientation=”center” custom_button_one=”off” button_one_icon_placement=”right” custom_button_two=”off” button_two_icon_placement=”right” background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” _builder_version=”3.0.101″ max_width_tablet=”50px” /][/et_pb_section][et_pb_section bb_built=”1″ prev_background_color=”#000000″][et_pb_row][et_pb_column type=”2_3″][et_pb_post_title _builder_version=”3.0.88″ title=”on” meta=”on” author=”on” date=”on” categories=”on” comments=”on” featured_image=”on” featured_placement=”above” text_color=”dark” text_background=”off” title_font=”|600|||||||” meta_font_size=”12″ title_text_color=”#117788″ custom_css_post_image=”padding-bottom: 35px;” - [Financial Advocates Recognizes Two Advisors Named by Barron's as National Leaders](https://financialadvocates.com/financial-advocates-recognizes-two-advisors-named-by-barrons-as-national-leaders/) - [et_pb_section bb_built=”1″ fullwidth=”on” next_background_color=”#000000″][et_pb_fullwidth_header admin_label=”INSIGHTS” title=”INSIGHTS” subhead=”NEWS, ARTICLES AND FINANCIAL UPDATES” background_layout=”dark” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” parallax=”on” title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_font_size_tablet=”30px” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” header_fullscreen=”off” header_scroll_down=”off” image_orientation=”center” content_orientation=”center” custom_button_one=”off” button_one_icon_placement=”right” custom_button_two=”off” button_two_icon_placement=”right” background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” _builder_version=”3.0.101″ max_width_tablet=”50px” /][/et_pb_section][et_pb_section bb_built=”1″ prev_background_color=”#000000″][et_pb_row][et_pb_column type=”2_3″][et_pb_post_title _builder_version=”3.0.88″ title=”on” meta=”on” author=”on” date=”on” categories=”on” comments=”on” featured_image=”on” featured_placement=”above” text_color=”dark” text_background=”off” title_font=”|600|||||||” meta_font_size=”12″ title_text_color=”#117788″ custom_css_post_image=”padding-bottom: 35px;” - [Five Dreams to Pursue Today](https://financialadvocates.com/five-dreams-to-pursue-today/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [Overcoming Advisor Fears of Transition](https://financialadvocates.com/overcoming-advisor-fears-of-transition/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [Why Financial Advisors Should Invite a Robo-Advisor to their Table](https://financialadvocates.com/why-financial-advisors-should-invite-a-robo-advisor-to-their-table/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [Financial Services, Financial Advocates, and You in 2019](https://financialadvocates.com/financial-services-financial-advocates-and-you-in-2019/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [The Anatomy of a Sound Financial Plan](https://financialadvocates.com/the-anatomy-of-a-sound-financial-plan/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [Technology Updates You Should Act on Immediately](https://financialadvocates.com/technology-updates-you-should-act-on-immediately/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [Financial Advocates' Elevate Conference Brings Leading Financial Service Industry Experts to Seattle](https://financialadvocates.com/financial-advocates-elevate-conference-brings-leading-financial-service-industry-experts-to-seattle/) - 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[Financial Advocates Continues To Attract Advisors with Expanded Custom Services Program](https://financialadvocates.com/financial-advocates-continues-to-attract-advisors-with-expanded-custom-services-program/) - [et_pb_section bb_built=”1″ fullwidth=”on” next_background_color=”#000000″][et_pb_fullwidth_header admin_label=”INSIGHTS” title=”INSIGHTS” subhead=”NEWS, ARTICLES AND FINANCIAL UPDATES” background_layout=”dark” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” parallax=”on” title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_font_size_tablet=”30px” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” header_fullscreen=”off” header_scroll_down=”off” image_orientation=”center” content_orientation=”center” custom_button_one=”off” button_one_icon_placement=”right” custom_button_two=”off” button_two_icon_placement=”right” background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” _builder_version=”3.0.101″ max_width_tablet=”50px” background_color=”rgba(255, 255, 255, 0)” button_one_text_size__hover_enabled=”off” button_one_text_size__hover=”null” button_two_text_size__hover_enabled=”off” button_two_text_size__hover=”null” button_one_text_color__hover_enabled=”off” button_one_text_color__hover=”null” button_two_text_color__hover_enabled=”off” button_two_text_color__hover=”null” button_one_border_width__hover_enabled=”off” button_one_border_width__hover=”null” button_two_border_width__hover_enabled=”off” button_two_border_width__hover=”null” button_one_border_color__hover_enabled=”off” button_one_border_color__hover=”null” button_two_border_color__hover_enabled=”off” button_two_border_color__hover=”null” - 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[Financial Advocates' Ignite Conference Delivers New Perspectives, Strategies, and A Vision For The Future](https://financialadvocates.com/financial-advocates-ignite-conference-delivers-new-perspectives-strategies-and-a-vision-for-the-future/) - [et_pb_section bb_built=”1″ fullwidth=”on” next_background_color=”#000000″ inner_width=”auto” inner_max_width=”1080px”][et_pb_fullwidth_header admin_label=”INSIGHTS” title=”INSIGHTS” subhead=”NEWS, ARTICLES AND FINANCIAL UPDATES” background_layout=”dark” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” parallax=”on” title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_font_size_tablet=”30px” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” header_fullscreen=”off” header_scroll_down=”off” image_orientation=”center” content_orientation=”center” custom_button_one=”off” button_one_icon_placement=”right” custom_button_two=”off” button_two_icon_placement=”right” background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” _builder_version=”3.0.101″ max_width_tablet=”50px” background_color=”rgba(255, 255, 255, 0)” button_one_text_size__hover_enabled=”off” button_one_text_size__hover=”null” button_two_text_size__hover_enabled=”off” button_two_text_size__hover=”null” button_one_text_color__hover_enabled=”off” button_one_text_color__hover=”null” button_two_text_color__hover_enabled=”off” button_two_text_color__hover=”null” button_one_border_width__hover_enabled=”off” button_one_border_width__hover=”null” button_two_border_width__hover_enabled=”off” button_two_border_width__hover=”null” button_one_border_color__hover_enabled=”off” button_one_border_color__hover=”null” - [Twelve Financial Advisors Seeking Independence Join Financial Advocates](https://financialadvocates.com/twelve-financial-advisors-seeking-independence-join-financial-advocates/) - [et_pb_section bb_built=”1″ fullwidth=”on” next_background_color=”#000000″ inner_width=”auto” inner_max_width=”1080px”][et_pb_fullwidth_header admin_label=”INSIGHTS” title=”INSIGHTS” subhead=”NEWS, ARTICLES AND FINANCIAL UPDATES” background_layout=”dark” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” parallax=”on” title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_font_size_tablet=”30px” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” header_fullscreen=”off” header_scroll_down=”off” image_orientation=”center” content_orientation=”center” custom_button_one=”off” button_one_icon_placement=”right” custom_button_two=”off” button_two_icon_placement=”right” background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” _builder_version=”3.0.101″ max_width_tablet=”50px” background_color=”rgba(255, 255, 255, 0)” button_one_text_size__hover_enabled=”off” button_one_text_size__hover=”null” button_two_text_size__hover_enabled=”off” button_two_text_size__hover=”null” button_one_text_color__hover_enabled=”off” button_one_text_color__hover=”null” button_two_text_color__hover_enabled=”off” button_two_text_color__hover=”null” button_one_border_width__hover_enabled=”off” button_one_border_width__hover=”null” button_two_border_width__hover_enabled=”off” button_two_border_width__hover=”null” button_one_border_color__hover_enabled=”off” button_one_border_color__hover=”null” - [Angela Vlach named President and CEO of Financial Advocates](https://financialadvocates.com/angela-vlach-named-president-and-ceo-of-financial-advocates/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [Six Financial Advisors Seeking Independence Partner With Financial Advocates](https://financialadvocates.com/six-financial-advisors-seeking-independence-partner-with-financial-advocates/) - [et_pb_section bb_built=”1″ fullwidth=”on” next_background_color=”#000000″ inner_width=”auto” inner_max_width=”1080px”][et_pb_fullwidth_header admin_label=”INSIGHTS” title=”INSIGHTS” subhead=”NEWS, ARTICLES AND FINANCIAL UPDATES” background_layout=”dark” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” parallax=”on” title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_font_size_tablet=”30px” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” header_fullscreen=”off” header_scroll_down=”off” image_orientation=”center” content_orientation=”center” custom_button_one=”off” button_one_icon_placement=”right” custom_button_two=”off” button_two_icon_placement=”right” background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” _builder_version=”3.0.101″ max_width_tablet=”50px” background_color=”rgba(255, 255, 255, 0)” button_one_text_size__hover_enabled=”off” button_one_text_size__hover=”null” button_two_text_size__hover_enabled=”off” button_two_text_size__hover=”null” button_one_text_color__hover_enabled=”off” button_one_text_color__hover=”null” button_two_text_color__hover_enabled=”off” button_two_text_color__hover=”null” button_one_border_width__hover_enabled=”off” button_one_border_width__hover=”null” button_two_border_width__hover_enabled=”off” button_two_border_width__hover=”null” button_one_border_color__hover_enabled=”off” button_one_border_color__hover=”null” - [Financial Advocates Announces New Senior Vice President of Business Development](https://financialadvocates.com/financial-advocates-announces-new-senior-vice-president-of-business-development/) - [et_pb_section bb_built=”1″ fullwidth=”on” next_background_color=”#000000″ inner_width=”auto” inner_max_width=”1080px”][et_pb_fullwidth_header admin_label=”INSIGHTS” title=”INSIGHTS” subhead=”NEWS, ARTICLES AND FINANCIAL UPDATES” background_layout=”dark” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” parallax=”on” title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_font_size_tablet=”30px” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” header_fullscreen=”off” header_scroll_down=”off” image_orientation=”center” content_orientation=”center” custom_button_one=”off” button_one_icon_placement=”right” custom_button_two=”off” button_two_icon_placement=”right” background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” _builder_version=”3.0.101″ max_width_tablet=”50px” background_color=”rgba(255, 255, 255, 0)” button_one_text_size__hover_enabled=”off” button_one_text_size__hover=”null” button_two_text_size__hover_enabled=”off” button_two_text_size__hover=”null” button_one_text_color__hover_enabled=”off” button_one_text_color__hover=”null” button_two_text_color__hover_enabled=”off” button_two_text_color__hover=”null” button_one_border_width__hover_enabled=”off” button_one_border_width__hover=”null” button_two_border_width__hover_enabled=”off” button_two_border_width__hover=”null” button_one_border_color__hover_enabled=”off” button_one_border_color__hover=”null” - [How To Grow Now Download](https://financialadvocates.com/h2gndld/) - [et_pb_section fb_built=”1″ _builder_version=”4.4.8″ da_disable_devices=”off|off|off” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row _builder_version=”4.4.8″][et_pb_column type=”4_4″ _builder_version=”4.4.8″][et_pb_text _builder_version=”4.4.9″] Thank you for downloading our How to Grow Now whitepaper! We have also emailed a copy to the address you provided. [/et_pb_text][et_pb_code _builder_version=”4.4.9″ hover_enabled=”0″][dflip id=”8415″][/dflip][/et_pb_code][/et_pb_column][/et_pb_row][/et_pb_section] - [Herrin Financial Joins Financial Advocates from Raymond James](https://financialadvocates.com/herrin-financial-joins-financial-advocates-from-raymond-james/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”3.22″ da_disable_devices=”off|off|off” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_fullwidth_header title=”INSIGHTS” subhead=”NEWS, ARTICLES AND FINANCIAL UPDATES” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” admin_label=”INSIGHTS” _builder_version=”3.16″ title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” background_color=”rgba(255, 255, 255, 0)” background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” parallax=”on” max_width_tablet=”50px” subhead_font_size_tablet=”30px” subhead_font_size_phone=”” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” button_one_text_size__hover_enabled=”off” button_one_text_size__hover=”null” button_two_text_size__hover_enabled=”off” button_two_text_size__hover=”null” button_one_text_color__hover_enabled=”off” button_one_text_color__hover=”null” button_two_text_color__hover_enabled=”off” button_two_text_color__hover=”null” button_one_border_width__hover_enabled=”off” button_one_border_width__hover=”null” button_two_border_width__hover_enabled=”off” button_two_border_width__hover=”null” button_one_border_color__hover_enabled=”off” button_one_border_color__hover=”null” - [Financial Advocates Welcomes T. Scott Dudley and David W. Mc Quade of Stirling Financial Group](https://financialadvocates.com/financial-advocates-welcomes-t-scott-dudley-and-david-w-mcquade-of-stirling-financial-group/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”3.22″ da_disable_devices=”off|off|off” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_fullwidth_header title=”INSIGHTS” subhead=”NEWS, ARTICLES AND FINANCIAL UPDATES” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” admin_label=”INSIGHTS” _builder_version=”3.16″ title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” background_color=”rgba(255, 255, 255, 0)” background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” parallax=”on” max_width_tablet=”50px” subhead_font_size_tablet=”30px” subhead_font_size_phone=”” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” button_one_text_size__hover_enabled=”off” button_one_text_size__hover=”null” button_two_text_size__hover_enabled=”off” button_two_text_size__hover=”null” button_one_text_color__hover_enabled=”off” button_one_text_color__hover=”null” button_two_text_color__hover_enabled=”off” button_two_text_color__hover=”null” button_one_border_width__hover_enabled=”off” button_one_border_width__hover=”null” button_two_border_width__hover_enabled=”off” button_two_border_width__hover=”null” button_one_border_color__hover_enabled=”off” button_one_border_color__hover=”null” - 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[Advisor Technology Solutions to Embrace in 2020](https://financialadvocates.com/advisor-technology-solutions-to-embrace-in-2020/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [The Greatest Wealth Transfer: Challenges and Solutions](https://financialadvocates.com/the-greatest-wealth-transfer-challenges-and-solutions/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [What We’ve Learned from Our Partners in Philanthropy in 2019](https://financialadvocates.com/what-weve-learned-from-our-partners-in-philanthropy-in-2019/) - [et_pb_section bb_built=”1″ fullwidth=”on” next_background_color=”#000000″ inner_width=”auto” inner_max_width=”1080px”][et_pb_fullwidth_header admin_label=”INSIGHTS” title=”INSIGHTS” subhead=”PARTNERS IN PHILANTHROPY” background_layout=”dark” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” parallax=”on” title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_font_size_tablet=”30px” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” header_fullscreen=”off” header_scroll_down=”off” image_orientation=”center” content_orientation=”center” custom_button_one=”off” button_one_icon_placement=”right” custom_button_two=”off” button_two_icon_placement=”right” background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” _builder_version=”3.0.105″ max_width_tablet=”50px” background_color=”rgba(255, 255, 255, 0)” button_one_text_size__hover_enabled=”off” button_one_text_size__hover=”null” button_two_text_size__hover_enabled=”off” button_two_text_size__hover=”null” button_one_text_color__hover_enabled=”off” button_one_text_color__hover=”null” button_two_text_color__hover_enabled=”off” button_two_text_color__hover=”null” button_one_border_width__hover_enabled=”off” button_one_border_width__hover=”null” button_two_border_width__hover_enabled=”off” button_two_border_width__hover=”null” button_one_border_color__hover_enabled=”off” button_one_border_color__hover=”null” button_two_border_color__hover_enabled=”off” button_two_border_color__hover=”null” - [Don’t Abandon Traditional Marketing, Just Yet!](https://financialadvocates.com/dont-abandon-traditional-marketing-just-yet/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [Charity Spotlight: Integrity Wealth / All People Free](https://financialadvocates.com/charity-spotlight-integrity-wealth-all-people-free/) - [et_pb_section bb_built=”1″ fullwidth=”on” next_background_color=”#000000″ inner_width=”auto” inner_max_width=”1080px”][et_pb_fullwidth_header admin_label=”INSIGHTS” title=”INSIGHTS” subhead=”PARTNERS IN PHILANTHROPY” background_layout=”dark” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” parallax=”on” title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_font_size_tablet=”30px” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” header_fullscreen=”off” header_scroll_down=”off” image_orientation=”center” content_orientation=”center” custom_button_one=”off” button_one_icon_placement=”right” custom_button_two=”off” button_two_icon_placement=”right” background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” _builder_version=”3.0.105″ max_width_tablet=”50px” background_color=”rgba(255, 255, 255, 0)” button_one_text_size__hover_enabled=”off” button_one_text_size__hover=”null” button_two_text_size__hover_enabled=”off” button_two_text_size__hover=”null” button_one_text_color__hover_enabled=”off” button_one_text_color__hover=”null” button_two_text_color__hover_enabled=”off” button_two_text_color__hover=”null” button_one_border_width__hover_enabled=”off” button_one_border_width__hover=”null” button_two_border_width__hover_enabled=”off” button_two_border_width__hover=”null” button_one_border_color__hover_enabled=”off” button_one_border_color__hover=”null” button_two_border_color__hover_enabled=”off” button_two_border_color__hover=”null” - [How to Communicate a Change of Hands to Your Staff](https://financialadvocates.com/how-to-communicate-a-change-of-hands-to-your-staff/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [Five Reasons Advisor Succession Plans Fail](https://financialadvocates.com/five-reasons-advisor-succession-plans-fail/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [Trends Impacting Your Ability to Grow](https://financialadvocates.com/trends-impacting-your-ability-to-grow/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [How to Survive Your Broker-Dealer Compliance Audit](https://financialadvocates.com/how-to-survive-your-broker-dealer-compliance-audit/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [How to Respond to Questions or Concerns About Fees](https://financialadvocates.com/how-to-respond-to-questions-or-concerns-about-fees/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [LinkedIn Success Tips for Financial Advisors](https://financialadvocates.com/linkedin-success-tips-for-financial-advisors/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [Modify Your Mindset and Market to Millennials](https://financialadvocates.com/modify-your-mindset-and-market-to-millennials/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [5 Ways Your Clients Can Help You Increase Your Bottom Line](https://financialadvocates.com/5-ways-your-clients-can-help-you-increase-your-bottom-line/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [Turning Should into Must!](https://financialadvocates.com/turning-should-into-must/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [Charity Spotlight: Fors Financial / "Hog Wild" for Olympic Medical Center Foundation](https://financialadvocates.com/charity-spotlight-fors-financial-hog-wild-for-olympic-medical-center-foundation/) - [et_pb_section bb_built=”1″ fullwidth=”on” next_background_color=”#000000″][et_pb_fullwidth_header admin_label=”INSIGHTS” title=”INSIGHTS” subhead=”PARTNERS IN PHILANTHROPY” background_layout=”dark” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” parallax=”on” title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_font_size_tablet=”30px” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” header_fullscreen=”off” header_scroll_down=”off” image_orientation=”center” content_orientation=”center” custom_button_one=”off” button_one_icon_placement=”right” custom_button_two=”off” button_two_icon_placement=”right” background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” _builder_version=”3.0.105″ max_width_tablet=”50px” background_color=”rgba(255, 255, 255, 0)” button_one_text_size__hover_enabled=”off” button_one_text_size__hover=”null” button_two_text_size__hover_enabled=”off” button_two_text_size__hover=”null” button_one_text_color__hover_enabled=”off” button_one_text_color__hover=”null” button_two_text_color__hover_enabled=”off” button_two_text_color__hover=”null” button_one_border_width__hover_enabled=”off” button_one_border_width__hover=”null” button_two_border_width__hover_enabled=”off” button_two_border_width__hover=”null” button_one_border_color__hover_enabled=”off” button_one_border_color__hover=”null” button_two_border_color__hover_enabled=”off” button_two_border_color__hover=”null” button_one_border_radius__hover_enabled=”off” button_one_border_radius__hover=”null” - [How to Create Compelling Prospecting Offers](https://financialadvocates.com/create-compelling-offer/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [Are you Leading Your Firm or Managing It?](https://financialadvocates.com/are-you-leading-your-firm-or-managing-it/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [CASE STUDY: Indigo Wealth Management](https://financialadvocates.com/case-study-indigo-wealth-management/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [PODCAST: Introducing Finance 3.0 with Succession Lending](https://financialadvocates.com/podcast-introducing-finance-3-0-with-succession-lending/) - [et_pb_section bb_built=”1″ fullwidth=”on” next_background_color=”#000000″][et_pb_fullwidth_header admin_label=”INSIGHTS” title=”INSIGHTS” subhead=”Podcasts for Advisors” background_layout=”dark” text_orientation=”center” background_url=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” background_overlay_color=”rgba(0,86,107,0.82)” parallax=”on” title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_font_size_tablet=”30px” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” header_fullscreen=”off” header_scroll_down=”off” image_orientation=”center” content_orientation=”center” custom_button_one=”off” button_one_icon_placement=”right” custom_button_two=”off” button_two_icon_placement=”right” background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” _builder_version=”3.0.88″ max_width_tablet=”50px” background_color=”rgba(255, 255, 255, 0)” button_one_text_size__hover_enabled=”off” button_one_text_size__hover=”null” button_two_text_size__hover_enabled=”off” button_two_text_size__hover=”null” button_one_text_color__hover_enabled=”off” button_one_text_color__hover=”null” button_two_text_color__hover_enabled=”off” button_two_text_color__hover=”null” button_one_border_width__hover_enabled=”off” button_one_border_width__hover=”null” button_two_border_width__hover_enabled=”off” button_two_border_width__hover=”null” button_one_border_color__hover_enabled=”off” button_one_border_color__hover=”null” button_two_border_color__hover_enabled=”off” button_two_border_color__hover=”null” button_one_border_radius__hover_enabled=”off” - [How to Build Brand Identity for Your Wealth Management Firm](https://financialadvocates.com/how-to-build-brand-identity-for-your-wealth-management-firm/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [The Advantages of Outsourcing Trading](https://financialadvocates.com/the-advantages-of-outsourcing-trading/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [Increasing Client Confidence in a Volatile Market](https://financialadvocates.com/increasing-client-confidence-in-a-volatile-market/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [How to Set New Goals for 2019](https://financialadvocates.com/how-to-set-new-goals-for-2019/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [4 Ways to Increase Advisor Efficiency](https://financialadvocates.com/4-ways-to-increase-advisor-efficiency/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [Tax Implications for Buying or Selling a Practice](https://financialadvocates.com/tax-implications-for-buying-or-selling-a-practice/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [Introducing Finance 3.0: New M&A Financing Option for Advisors](https://financialadvocates.com/introducing-finance-3-0-new-ma-financing-option-for-advisors/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [Charity Spotlight: Michael Pickett](https://financialadvocates.com/charity-spotlight-michael-pickett/) - [et_pb_section bb_built=”1″ fullwidth=”on” next_background_color=”#000000″][et_pb_fullwidth_header admin_label=”INSIGHTS” title=”INSIGHTS” subhead=”PARTNERS IN PHILANTHROPY” background_layout=”dark” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” parallax=”on” title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_font_size_tablet=”30px” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” header_fullscreen=”off” header_scroll_down=”off” image_orientation=”center” content_orientation=”center” custom_button_one=”off” button_one_icon_placement=”right” custom_button_two=”off” button_two_icon_placement=”right” background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” _builder_version=”3.0.105″ max_width_tablet=”50px” background_color=”rgba(255, 255, 255, 0)” button_one_text_size__hover_enabled=”off” button_one_text_size__hover=”null” button_two_text_size__hover_enabled=”off” button_two_text_size__hover=”null” button_one_text_color__hover_enabled=”off” button_one_text_color__hover=”null” button_two_text_color__hover_enabled=”off” button_two_text_color__hover=”null” button_one_border_width__hover_enabled=”off” button_one_border_width__hover=”null” button_two_border_width__hover_enabled=”off” button_two_border_width__hover=”null” button_one_border_color__hover_enabled=”off” button_one_border_color__hover=”null” button_two_border_color__hover_enabled=”off” button_two_border_color__hover=”null” button_one_border_radius__hover_enabled=”off” button_one_border_radius__hover=”null” - [Is Your Time as an Advisor Being Well-Spent?](https://financialadvocates.com/is-your-time-as-an-advisor-being-well-spent/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [Charity Spotlight: Susan Youngsman](https://financialadvocates.com/charity-spotlight-susan-youngsman/) - [et_pb_section bb_built=”1″ fullwidth=”on” next_background_color=”#000000″][et_pb_fullwidth_header admin_label=”INSIGHTS” title=”INSIGHTS” subhead=”PARTNERS IN PHILANTHROPY” background_layout=”dark” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” parallax=”on” title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_font_size_tablet=”30px” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” header_fullscreen=”off” header_scroll_down=”off” image_orientation=”center” content_orientation=”center” custom_button_one=”off” button_one_icon_placement=”right” custom_button_two=”off” button_two_icon_placement=”right” background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” _builder_version=”3.0.105″ max_width_tablet=”50px” /][/et_pb_section][et_pb_section bb_built=”1″ prev_background_color=”#000000″][et_pb_row][et_pb_column type=”2_3″][et_pb_post_title _builder_version=”3.0.105″ title=”on” meta=”on” author=”on” date=”on” categories=”on” comments=”on” featured_image=”on” featured_placement=”above” text_color=”dark” text_background=”off” title_font=”|600|||||||” meta_font_size=”12″ title_text_color=”#117788″ custom_css_post_image=”padding-bottom: 35px;” /][et_pb_text _builder_version=”3.0.105″ - [Charity Spotlight: JB Wilson](https://financialadvocates.com/charity-spotlight-jb-wilson/) - [et_pb_section bb_built=”1″ fullwidth=”on” next_background_color=”#000000″][et_pb_fullwidth_header admin_label=”INSIGHTS” title=”INSIGHTS” subhead=”PARTNERS IN PHILANTHROPY” background_layout=”dark” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” parallax=”on” title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_font_size_tablet=”30px” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” header_fullscreen=”off” header_scroll_down=”off” image_orientation=”center” content_orientation=”center” custom_button_one=”off” button_one_icon_placement=”right” custom_button_two=”off” button_two_icon_placement=”right” background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” _builder_version=”3.0.105″ max_width_tablet=”50px” /][/et_pb_section][et_pb_section bb_built=”1″ prev_background_color=”#000000″][et_pb_row][et_pb_column type=”2_3″][et_pb_post_title _builder_version=”3.0.105″ title=”on” meta=”on” author=”on” date=”on” categories=”on” comments=”on” featured_image=”on” featured_placement=”above” text_color=”dark” text_background=”off” title_font=”|600|||||||” meta_font_size=”12″ title_text_color=”#117788″ custom_css_post_image=”padding-bottom: 35px;” /][et_pb_text _builder_version=”3.0.105″ - [Charity Spotlight: Paul Carlson](https://financialadvocates.com/charity-spotlight-paul-carlson/) - [et_pb_section bb_built=”1″ fullwidth=”on” next_background_color=”#000000″][et_pb_fullwidth_header admin_label=”INSIGHTS” title=”INSIGHTS” subhead=”PARTNERS IN PHILANTHROPY” background_layout=”dark” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” parallax=”on” title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_font_size_tablet=”30px” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” header_fullscreen=”off” header_scroll_down=”off” image_orientation=”center” content_orientation=”center” custom_button_one=”off” button_one_icon_placement=”right” custom_button_two=”off” button_two_icon_placement=”right” background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” _builder_version=”3.0.105″ max_width_tablet=”50px” background_color=”rgba(255, 255, 255, 0)” /][/et_pb_section][et_pb_section bb_built=”1″ prev_background_color=”#000000″][et_pb_row][et_pb_column type=”2_3″][et_pb_post_title _builder_version=”3.0.105″ title=”on” meta=”on” author=”on” date=”on” categories=”on” comments=”on” featured_image=”on” featured_placement=”above” text_color=”dark” text_background=”off” title_font=”|600|||||||” meta_font_size=”12″ title_text_color=”#117788″ - 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To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [Four Bases for Bringing on a Junior Advisor](https://financialadvocates.com/four-bases-for-bringing-on-a-junior-advisor/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [The Advisor Turning Point](https://financialadvocates.com/the-advisor-turning-point/) - To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource. - [Charity Spotlight: Randy Welborn](https://financialadvocates.com/charity-spotlight-randy-welborn/) - [et_pb_section bb_built=”1″ fullwidth=”on” next_background_color=”#000000″][et_pb_fullwidth_header admin_label=”INSIGHTS” title=”INSIGHTS” subhead=”PARTNERS IN PHILANTHROPY” background_layout=”dark” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” parallax=”on” title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_font_size_tablet=”30px” subhead_font_size_last_edited=”on|phone” custom_css_subtitle=”line-height: 38px;” header_fullscreen=”off” header_scroll_down=”off” image_orientation=”center” content_orientation=”center” custom_button_one=”off” button_one_icon_placement=”right” custom_button_two=”off” button_two_icon_placement=”right” background_image=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” _builder_version=”3.0.105″ max_width_tablet=”50px” background_color=”rgba(255, 255, 255, 0)” button_one_text_size__hover_enabled=”off” button_one_text_size__hover=”null” button_two_text_size__hover_enabled=”off” button_two_text_size__hover=”null” button_one_text_color__hover_enabled=”off” button_one_text_color__hover=”null” button_two_text_color__hover_enabled=”off” button_two_text_color__hover=”null” button_one_border_width__hover_enabled=”off” button_one_border_width__hover=”null” button_two_border_width__hover_enabled=”off” button_two_border_width__hover=”null” button_one_border_color__hover_enabled=”off” button_one_border_color__hover=”null” button_two_border_color__hover_enabled=”off” button_two_border_color__hover=”null” button_one_border_radius__hover_enabled=”off” button_one_border_radius__hover=”null” - 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[Portland November Regional 2024](https://financialadvocates.com/portland-november-regional-2024-2/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”3.22″ da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_fullwidth_header subhead=”Portland November Regional 2024″ text_orientation=”center” background_overlay_color=”RGBA(255,255,255,0)” content_max_width=”none” _builder_version=”4.14.7″ title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” background_color=”#00538B” background_enable_image=”off” background_position=”bottom_center” background_url=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” button_one_letter_spacing_hover=”0″ button_two_letter_spacing_hover=”0″ global_colors_info=”{}” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”on” button_one_letter_spacing__hover=”0″ button_two_letter_spacing__hover_enabled=”on” button_two_letter_spacing__hover=”0″ button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][/et_pb_fullwidth_header][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”3.22″ da_disable_devices=”off|off|off” global_colors_info=”{}” - [Austin Couey](https://financialadvocates.com/austin-couey-2/) - Learn more about April Smith, Business Development Coordinator. - [Bellevue November Regional 2024](https://financialadvocates.com/bellevue-november-regional-2024/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”3.22″ da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_fullwidth_header subhead=”Bellevue November Regional 2024″ text_orientation=”center” background_overlay_color=”RGBA(255,255,255,0)” content_max_width=”none” _builder_version=”4.14.7″ title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” button_one_letter_spacing_hover=”0″ button_two_letter_spacing_hover=”0″ global_colors_info=”{}” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”on” button_one_letter_spacing__hover=”0″ button_two_letter_spacing__hover_enabled=”on” button_two_letter_spacing__hover=”0″ button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off” background_color=”#00538B” background_position=”bottom_center” background_enable_image=”off”][/et_pb_fullwidth_header][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”3.22″ da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” - [Spokane November Regional 2024](https://financialadvocates.com/spokane-november-regional-2024/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”3.22″ da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_fullwidth_header subhead=”Spokane November Regional 2024″ text_orientation=”center” background_overlay_color=”RGBA(255,255,255,0)” content_max_width=”none” _builder_version=”4.14.7″ title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” button_one_letter_spacing_hover=”0″ button_two_letter_spacing_hover=”0″ global_colors_info=”{}” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”on” button_one_letter_spacing__hover=”0″ button_two_letter_spacing__hover_enabled=”on” button_two_letter_spacing__hover=”0″ button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off” background_color=”#00538B” background_position=”bottom_center” background_enable_image=”off”][/et_pb_fullwidth_header][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”3.22″ da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” - [Russ Garcia](https://financialadvocates.com/russ-garcia/) - Learn more about April Smith, Business Development Coordinator. - [Ron Mendoza](https://financialadvocates.com/ron-mendoza/) - Learn more about April Smith, Business Development Coordinator. - [Kerry Prichard](https://financialadvocates.com/kerry-prichard/) - Learn more about Kerry Prichard, Client Care Director - [Don Williams](https://financialadvocates.com/don-williams-2/) - Learn more about April Smith, Business Development Coordinator. - [Alexandra Gill](https://financialadvocates.com/alexandra-gill-2/) - Learn more about April Smith, Business Development Coordinator. - [Focus LPL Event 2024](https://financialadvocates.com/focus-lpl-event-2024/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”3.22″ da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_fullwidth_header subhead=”RSVP for the LPL Hosted Private Event” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” content_max_width=”none” _builder_version=”4.14.7″ title_font=”|||on|” title_font_size=”18px” title_line_height=”1.5em” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_line_height=”1.1em” background_color=”rgba(255, 255, 255, 0)” background_image=”https://financialadvocates.com/wp-content/uploads/2017/09/vansu-bridge-in-riga-latvia-shroud-bridge-cable-PGPK4TD-e1504799504842.jpg” background_position=”bottom_center” background_url=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” button_one_letter_spacing_hover=”0″ button_two_letter_spacing_hover=”0″ global_colors_info=”{}” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”on” button_one_letter_spacing__hover=”0″ - [Kendra Vandervort](https://financialadvocates.com/kendra-oatfield/) - Learn more about Kendra Oatfield, Client Care Specialist. - [Aaron Castonguay](https://financialadvocates.com/aaron-castonguay/) - Learn more about April Smith, Business Development Coordinator. - [Taryn Weiks](https://financialadvocates.com/taryn-weiks/) - Learn more about Taryn Weiks, Client Care Specialist. - [Alisa Van Frank](https://financialadvocates.com/alisa-van-frank-2/) - Learn more about April Smith, Business Development Coordinator. - [Brittney Ryan](https://financialadvocates.com/brittney-ryan-2/) - Learn more about April Smith, Business Development Coordinator. - [Katy Cox](https://financialadvocates.com/katy-cox/) - Learn more about April Smith, Business Development Coordinator. - [Sydney Burrows](https://financialadvocates.com/sydney-burrows/) - Learn more about April Smith, Business Development Coordinator. - [Summer Cycon](https://financialadvocates.com/summer-cycon/) - Learn more about April Smith, Business Development Coordinator. - [Simona Shevling](https://financialadvocates.com/simona-shevling/) - Learn more about April Smith, Business Development Coordinator. - [Molly Semingson](https://financialadvocates.com/molly-semingson/) - Learn more about Maria Edwards, Executive Assistant. - [Jeremiah Francis](https://financialadvocates.com/jeremiah-francis/) - Learn more about Jeremiah Francis, IT Director - [Rease Morin](https://financialadvocates.com/rease-morin/) - Learn more about April Smith, Business Development Coordinator. - [Sieg Johnson](https://financialadvocates.com/sieg-johnson/) - Learn more about Sieg Johnson, Portfolio Analyst. - [Compliance](https://financialadvocates.com/compliance/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.14.7″ animation_style=”slide” animation_direction=”top” animation_intensity_slide=”2%” animation_starting_opacity=”100%” da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_fullwidth_header title=”Compliance” _builder_version=”4.14.7″ title_font=”Newsreader||||||||” title_font_size=”60px” title_line_height=”1.2em” content_font=”Montserrat|300|||||||” content_font_size=”19px” content_line_height=”1.4em” background_color=”rgba(255, 255, 255, 0)” use_background_color_gradient=”on” background_color_gradient_start=”#00538b” background_color_gradient_end=”rgba(0,0,0,0)” background_color_gradient_direction=”90deg” background_color_gradient_start_position=”3%” background_color_gradient_end_position=”92%” background_color_gradient_overlays_image=”on” background_image=”https://financialadvocates.com/wp-content/uploads/2024/05/three-businessmen-outside-office-building-with-doc-2023-11-27-05-10-48-utc-scaled-e1715296842944.jpg” background_position=”top_center” custom_button_one=”on” button_one_text_size=”18px” button_one_text_color=”#00538B” button_one_bg_color=”#A1CE5E” button_one_border_width=”0px” button_one_border_color=”#02d002″ button_one_border_radius=”13px” button_one_letter_spacing=”0px” button_one_font=”Montserrat|700||on|||||” button_one_icon=”5||divi||400″ button_one_custom_margin=”||||true|false” button_one_custom_padding=”10px||10px||true|true” custom_button_two=”on” button_two_text_size=”18px” button_two_text_color=”#353740″ - [Client Care](https://financialadvocates.com/client-care/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.14.7″ animation_style=”slide” animation_direction=”top” animation_intensity_slide=”2%” animation_starting_opacity=”100%” da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_fullwidth_header title=”Client Care” _builder_version=”4.14.7″ title_font=”Newsreader||||||||” title_font_size=”60px” title_line_height=”1.2em” content_font=”Montserrat|300|||||||” content_font_size=”19px” content_line_height=”1.4em” background_color=”rgba(255, 255, 255, 0)” use_background_color_gradient=”on” background_color_gradient_start=”#00538b” background_color_gradient_end=”rgba(0,0,0,0)” background_color_gradient_direction=”90deg” background_color_gradient_start_position=”3%” background_color_gradient_end_position=”92%” background_color_gradient_overlays_image=”on” background_image=”https://financialadvocates.com/wp-content/uploads/2024/05/lets-see-what-we-can-do-here-to-help-2023-11-27-05-18-57-utc-scaled.jpg” custom_button_one=”on” button_one_text_size=”18px” button_one_text_color=”#00538B” button_one_bg_color=”#A1CE5E” button_one_border_width=”0px” button_one_border_color=”#02d002″ button_one_border_radius=”13px” button_one_letter_spacing=”0px” button_one_font=”Montserrat|700||on|||||” button_one_icon=”5||divi||400″ button_one_custom_margin=”||||true|false” button_one_custom_padding=”10px||10px||true|true” custom_button_two=”on” button_two_text_size=”18px” button_two_text_color=”#353740″ - [Technology](https://financialadvocates.com/technology/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.14.7″ animation_style=”slide” animation_direction=”top” animation_intensity_slide=”2%” animation_starting_opacity=”100%” da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_fullwidth_header title=”Technology” _builder_version=”4.14.7″ title_font=”Newsreader||||||||” title_font_size=”60px” title_line_height=”1.2em” content_font=”Montserrat|300|||||||” content_font_size=”19px” content_line_height=”1.4em” background_color=”rgba(255, 255, 255, 0)” use_background_color_gradient=”on” background_color_gradient_start=”#00538b” background_color_gradient_end=”rgba(0,0,0,0)” background_color_gradient_direction=”90deg” background_color_gradient_start_position=”3%” background_color_gradient_end_position=”92%” background_color_gradient_overlays_image=”on” background_image=”https://financialadvocates.com/wp-content/uploads/2024/05/they-inspire-each-other-2023-11-27-05-07-57-utc-scaled.jpg” custom_button_one=”on” button_one_text_size=”18px” button_one_text_color=”#00538B” button_one_bg_color=”#A1CE5E” button_one_border_width=”0px” button_one_border_color=”#02d002″ button_one_border_radius=”13px” button_one_letter_spacing=”0px” button_one_font=”Montserrat|700||on|||||” button_one_icon=”5||divi||400″ button_one_custom_margin=”||||true|false” button_one_custom_padding=”10px||10px||true|true” custom_button_two=”on” button_two_text_size=”18px” button_two_text_color=”#353740″ button_two_bg_color=”#ffffff” - [Contact](https://financialadvocates.com/contact/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.14.7″ animation_style=”slide” animation_direction=”top” animation_intensity_slide=”2%” animation_starting_opacity=”100%” da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_fullwidth_header title=”Contact Us” content_max_width=”700px” _builder_version=”4.14.7″ title_font=”Newsreader||||||||” title_font_size=”60px” title_line_height=”1.2em” content_font=”Montserrat|300|||||||” content_font_size=”19px” content_line_height=”1.4em” background_color=”rgba(255, 255, 255, 0)” use_background_color_gradient=”on” background_color_gradient_start=”#00538b” background_color_gradient_end=”rgba(0,0,0,0)” background_color_gradient_direction=”90deg” background_color_gradient_start_position=”3%” background_color_gradient_end_position=”92%” background_color_gradient_overlays_image=”on” background_image=”https://financialadvocates.com/wp-content/uploads/2024/03/edited-banner-img-2-scaled.jpg” background_position=”center_right” custom_button_one=”on” button_one_text_size=”18px” button_one_text_color=”#00538B” button_one_bg_color=”#A1CE5E” button_one_border_width=”0px” button_one_border_color=”#02d002″ button_one_border_radius=”13px” button_one_letter_spacing=”0px” button_one_font=”Montserrat|700||on|||||” button_one_icon=”5||divi||400″ button_one_custom_margin=”||||true|false” button_one_custom_padding=”10px||10px||true|true” custom_button_two=”on” - [Resources](https://financialadvocates.com/resources/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.14.7″ animation_style=”slide” animation_direction=”top” animation_intensity_slide=”2%” animation_starting_opacity=”100%” da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_fullwidth_header title=”Resources: Articles, Press Releases and Useful Downloads” _builder_version=”4.14.7″ title_font=”Newsreader||||||||” title_font_size=”60px” title_line_height=”1.2em” content_font=”Montserrat|300|||||||” content_font_size=”19px” content_line_height=”1.4em” background_color=”rgba(255, 255, 255, 0)” use_background_color_gradient=”on” background_color_gradient_start=”#00538b” background_color_gradient_end=”rgba(0,0,0,0)” background_color_gradient_direction=”90deg” background_color_gradient_start_position=”3%” background_color_gradient_end_position=”92%” background_color_gradient_overlays_image=”on” background_image=”https://financialadvocates.com/wp-content/uploads/2024/05/confident-mature-businessman-going-through-graphs-2023-11-27-05-21-53-utc-scaled.jpg” background_position=”center_right” custom_button_one=”on” button_one_text_size=”18px” button_one_text_color=”#00538B” button_one_bg_color=”#A1CE5E” button_one_border_width=”0px” button_one_border_color=”#02d002″ button_one_border_radius=”13px” button_one_letter_spacing=”0px” button_one_font=”Montserrat|700||on|||||” - [Events](https://financialadvocates.com/events/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.14.7″ animation_style=”slide” animation_direction=”top” animation_intensity_slide=”2%” animation_starting_opacity=”100%” da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_fullwidth_header title=”Upcoming Events” content_max_width=”700px” _builder_version=”4.14.7″ title_font=”Newsreader||||||||” title_font_size=”60px” title_line_height=”1.2em” content_font=”Montserrat|300|||||||” content_font_size=”19px” content_line_height=”1.4em” background_color=”rgba(255, 255, 255, 0)” use_background_color_gradient=”on” background_color_gradient_start=”#00538b” background_color_gradient_end=”rgba(0,0,0,0)” background_color_gradient_direction=”90deg” background_color_gradient_start_position=”3%” background_color_gradient_end_position=”92%” background_color_gradient_overlays_image=”on” background_image=”https://financialadvocates.com/wp-content/uploads/2024/04/group-of-businessmen-and-businesswomen-listening-t-2023-11-27-04-54-23-utc-scaled-e1712174722151.jpg” background_position=”top_center” custom_button_one=”on” button_one_text_size=”18px” button_one_text_color=”#00538B” button_one_bg_color=”#A1CE5E” button_one_border_width=”0px” button_one_border_color=”#02d002″ button_one_border_radius=”13px” button_one_letter_spacing=”0px” button_one_font=”Montserrat|700||on|||||” button_one_icon=”5||divi||400″ button_one_custom_margin=”||||true|false” button_one_custom_padding=”10px||10px||true|true” custom_button_two=”on” - [Focus Happy Hour 2024](https://financialadvocates.com/focus-happy-hour-2024/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”3.22″ da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_fullwidth_header subhead=”RSVP for the Financial Advocates Happy Hour at Focus 2024″ text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” content_max_width=”none” _builder_version=”4.14.7″ title_font=”|||on|” title_font_size=”18px” title_line_height=”1.5em” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” subhead_line_height=”1.1em” button_one_letter_spacing_hover=”0″ button_two_letter_spacing_hover=”0″ global_colors_info=”{}” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”on” button_one_letter_spacing__hover=”0″ button_two_letter_spacing__hover_enabled=”on” button_two_letter_spacing__hover=”0″ button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off” - [April Regional Survey](https://financialadvocates.com/april-regional-survey/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”3.22″ da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_fullwidth_header subhead=”April Regional Meeting Survey” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” content_max_width=”none” _builder_version=”4.14.7″ title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” background_color=”rgba(255, 255, 255, 0)” background_image=”https://financialadvocates.com/wp-content/uploads/2017/09/vansu-bridge-in-riga-latvia-shroud-bridge-cable-PGPK4TD-e1504799504842.jpg” background_position=”bottom_center” background_url=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” button_one_letter_spacing_hover=”0″ button_two_letter_spacing_hover=”0″ global_colors_info=”{}” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”on” button_one_letter_spacing__hover=”0″ button_two_letter_spacing__hover_enabled=”on” button_two_letter_spacing__hover=”0″ button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][/et_pb_fullwidth_header][/et_pb_section][et_pb_section fb_built=”1″ - [Renton April Regional 2024](https://financialadvocates.com/renton-april-regional-2024/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”3.22″ da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_fullwidth_header subhead=”Renton April Regional 2024″ text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” content_max_width=”none” _builder_version=”4.14.7″ title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” background_color=”rgba(255, 255, 255, 0)” background_image=”https://financialadvocates.com/wp-content/uploads/2017/09/vansu-bridge-in-riga-latvia-shroud-bridge-cable-PGPK4TD-e1504799504842.jpg” background_position=”bottom_center” background_url=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” button_one_letter_spacing_hover=”0″ button_two_letter_spacing_hover=”0″ global_colors_info=”{}” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”on” button_one_letter_spacing__hover=”0″ button_two_letter_spacing__hover_enabled=”on” button_two_letter_spacing__hover=”0″ button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][/et_pb_fullwidth_header][/et_pb_section][et_pb_section fb_built=”1″ - [Hillsboro April Regional 2024](https://financialadvocates.com/hillsboro-april-regional-2024/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”3.22″ da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_fullwidth_header subhead=”Hillsboro April Regional 2024″ text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” content_max_width=”none” _builder_version=”4.14.7″ title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” background_color=”rgba(255, 255, 255, 0)” background_image=”https://financialadvocates.com/wp-content/uploads/2017/09/vansu-bridge-in-riga-latvia-shroud-bridge-cable-PGPK4TD-e1504799504842.jpg” background_position=”bottom_center” background_url=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” button_one_letter_spacing_hover=”0″ button_two_letter_spacing_hover=”0″ global_colors_info=”{}” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”on” button_one_letter_spacing__hover=”0″ button_two_letter_spacing__hover_enabled=”on” button_two_letter_spacing__hover=”0″ button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][/et_pb_fullwidth_header][/et_pb_section][et_pb_section fb_built=”1″ - [Spokane April Regional 2024](https://financialadvocates.com/spokane-april-regional-2024/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”3.22″ da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_fullwidth_header subhead=”Spokane April Regional 2024″ text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” content_max_width=”none” _builder_version=”4.14.7″ title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” background_color=”rgba(255, 255, 255, 0)” background_image=”https://financialadvocates.com/wp-content/uploads/2017/09/vansu-bridge-in-riga-latvia-shroud-bridge-cable-PGPK4TD-e1504799504842.jpg” background_position=”bottom_center” background_url=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” button_one_letter_spacing_hover=”0″ button_two_letter_spacing_hover=”0″ global_colors_info=”{}” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”on” button_one_letter_spacing__hover=”0″ button_two_letter_spacing__hover_enabled=”on” button_two_letter_spacing__hover=”0″ button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][/et_pb_fullwidth_header][/et_pb_section][et_pb_section fb_built=”1″ - [San Jose April Regional 2024](https://financialadvocates.com/san-jose-april-regional-2024/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”3.22″ da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_fullwidth_header subhead=”San Jose April Regional 2024″ text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” content_max_width=”none” _builder_version=”4.14.7″ title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” background_color=”rgba(255, 255, 255, 0)” background_image=”https://financialadvocates.com/wp-content/uploads/2017/09/vansu-bridge-in-riga-latvia-shroud-bridge-cable-PGPK4TD-e1504799504842.jpg” background_position=”bottom_center” background_url=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” button_one_letter_spacing_hover=”0″ button_two_letter_spacing_hover=”0″ global_colors_info=”{}” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”on” button_one_letter_spacing__hover=”0″ button_two_letter_spacing__hover_enabled=”on” button_two_letter_spacing__hover=”0″ button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][/et_pb_fullwidth_header][/et_pb_section][et_pb_section - [Events Calendar](https://financialadvocates.com/events-calendar/) - [et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”3.22″ da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_fullwidth_header subhead=”Upcoming Events” text_orientation=”center” background_overlay_color=”rgba(0,86,107,0.82)” content_max_width=”none” _builder_version=”4.14.7″ title_font=”|||on|” title_font_size=”18px” content_font=”|on||on|” subhead_font=”|on||on|” subhead_font_size=”36px” background_color=”rgba(255, 255, 255, 0)” background_image=”https://financialadvocates.com/wp-content/uploads/2017/09/vansu-bridge-in-riga-latvia-shroud-bridge-cable-PGPK4TD-e1504799504842.jpg” background_position=”bottom_center” background_url=”https://financialadvocates.com/wp-content/uploads/2017/04/StockIMG1.jpg” button_one_letter_spacing_hover=”0″ button_two_letter_spacing_hover=”0″ global_colors_info=”{}” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”on” button_one_letter_spacing__hover=”0″ button_two_letter_spacing__hover_enabled=”on” button_two_letter_spacing__hover=”0″ button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][/et_pb_fullwidth_header][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”3.22″ da_disable_devices=”off|off|off” - [Find an Advisor](https://financialadvocates.com/find-an-advisor-2/) - Use our interactive map to find a Financial Advocates independent financial advisor near you. ## Events - [Advisor Summit 2027](https://financialadvocates.com/event/advisor-summit-2027/) - Ojai, California - [LPL Masters 2027](https://financialadvocates.com/event/lpl-masters-2027/) - Orlando, Florida - [LPL Elevate](https://financialadvocates.com/event/lpl-elevate-2/) - Scottsdale, Arizona - [Crafting a Top-Notch Business and Marketing Plan](https://financialadvocates.com/event/crafting-a-top-notch-business-and-marketing-plan/) - Success is all about execution—but execution starts with a plan. While many advisors set goals, goals alone aren't enough. To achieve meaningful growth, you need a clear roadmap that outlines the strategies, tactics, and actions required to turn those goals into reality. Join us for an interactive session with Michael Silver, Founder & CEO of AlphaScale, brought - [Spokane, WA Happy Hour](https://financialadvocates.com/event/spokane-wa-happy-hour/) - Please join us for a night of appreciation, networking, collaboration, and of course, fun. It’s a great opportunity to connect with peers, build new relationships, and unwind together in a relaxed setting. Click here to register. - [Vancouver, WA Happy Hour](https://financialadvocates.com/event/vancouver-wa-happy-hour/) - Please join us for a night of appreciation, networking, collaboration, and of course, fun. It’s a great opportunity to connect with peers, build new relationships, and unwind together in a relaxed setting. Click here to register. - [Tukwila, WA Happy Hour](https://financialadvocates.com/event/tukwila-wa-happy-hour/) - Please join us for a night of appreciation, networking, collaboration, and of course, fun. It’s a great opportunity to connect with peers, build new relationships, and unwind together in a relaxed setting. Click here to register. - [Sales, Strategy & Success Webinar](https://financialadvocates.com/event/sales-strategy-success-webinar/) - Click here to register. - [Nashville Regional Event](https://financialadvocates.com/event/nashville-regional-event/) - We’re excited to invite you to our next regional event in the Music City for an engaging and educational experience. This event will feature our well-received Advisor Panel, focused on efficient operations, and growth strategies. Click here to register. Event Highlights Monday, June 1 Welcome Dinner 6:30 -9:30 PM | The Finch Connect with fellow - [Faith-Inspired Group Coffee Talk](https://financialadvocates.com/event/faith-inspired-group-coffee-talk-17/) - Hosted by Don Williams, this group is designed for advisors who incorporate faith as an important part of their practice. Click here to register. - [Faith-Inspired Group Coffee Talk](https://financialadvocates.com/event/faith-inspired-group-coffee-talk-16/) - Hosted by Don Williams, this group is designed for advisors who incorporate faith as an important part of their practice. Click here to register. - [Faith-Inspired Group Coffee Talk](https://financialadvocates.com/event/faith-inspired-group-coffee-talk-15/) - Hosted by Don Williams, this group is designed for advisors who incorporate faith as an important part of their practice. Click here to register. - [Sales, Strategy, and Successes Webinar](https://financialadvocates.com/event/sales-strategy-and-successes-webinar/) - Join the Financial Advocates Business Consulting Team for our March 2026 Q1 Sales, Strategy & Success Webinar! Start the year strong with insights and strategies designed to help you enhance client engagement, grow revenue, and operate more efficiently. In this session, we’ll cover: Timely Industry, LPL, and IAN Updates Actionable sales ideas to drive growth and deepen - [Faith-Inspired Group Coffee Talk](https://financialadvocates.com/event/faith-inspired-group-coffee-talk-23/) - Hosted by Don Williams, this group is designed for advisors who incorporate faith as an important part of their practice. If you’re interested in joining, please email Don Williams at dwilliams@financialadvocates.com. - [Faith-Inspired Group Coffee Talk](https://financialadvocates.com/event/faith-inspired-group-coffee-talk-22/) - Hosted by Don Williams, this group is designed for advisors who incorporate faith as an important part of their practice. If you’re interested in joining, please email Don Williams at dwilliams@financialadvocates.com. - [Faith-Inspired Group Coffee Talk](https://financialadvocates.com/event/faith-inspired-group-coffee-talk-21/) - Hosted by Don Williams, this group is designed for advisors who incorporate faith as an important part of their practice. If you’re interested in joining, please email Don Williams at dwilliams@financialadvocates.com. - [Faith-Inspired Group Coffee Talk](https://financialadvocates.com/event/faith-inspired-group-coffee-talk-20/) - Hosted by Don Williams, this group is designed for advisors who incorporate faith as an important part of their practice. If you’re interested in joining, please email Don Williams at dwilliams@financialadvocates.com. - [Faith-Inspired Group Coffee Talk](https://financialadvocates.com/event/faith-inspired-group-coffee-talk-19/) - Hosted by Don Williams, this group is designed for advisors who incorporate faith as an important part of their practice. If you’re interested in joining, please email Don Williams at dwilliams@financialadvocates.com. - [Faith-Inspired Group Coffee Talk](https://financialadvocates.com/event/faith-inspired-group-coffee-talk-18/) - Hosted by Don Williams, this group is designed for advisors who incorporate faith as an important part of their practice. If you’re interested in joining, please email Don Williams at dwilliams@financialadvocates.com. - [Faith-Inspired Group Coffee Talk](https://financialadvocates.com/event/faith-inspired-group-coffee-talk-14/) - Hosted by Don Williams, this group is designed for advisors who incorporate faith as an important part of their practice. If you’re interested in joining, please email Don Williams at dwilliams@financialadvocates.com. - [LPL Summit](https://financialadvocates.com/event/lpl-summit-2/) - [The Social Security Puzzle: Putting the Pieces Together – LPL Helpline’s Tom Nichols](https://financialadvocates.com/event/the-social-security-puzzle-putting-the-pieces-together-lpl-helplines-tom-nichols/) - Join us as we break down the rules, the timing decisions, and the key planning opportunities that help advisors put all the pieces together with confidence. Register: The Social Security Puzzle: Putting the Pieces Together - [Leveraging LPL’s Trust Services - Brought to you by Advisor University](https://financialadvocates.com/event/leveraging-lpls-trust-services-brought-to-you-by-advisor-university/) - Learn how to use trusts to enhance your wealth management practice in this Advisor University webinar with The Private Trust Company, offering foundational insights and practical strategies. Register Now - [Financial Planning Software Discussions – Financial Planning Coaching Success Mastermind Group](https://financialadvocates.com/event/financial-planning-software-discussions-financial-planning-coaching-success-mastermind-group/) - Register: Financial Planning Mastermind Group Registration Join: https://lpl.zoom.us/j/98592053732 - [Planning with OBBBA - Translating Policy Into Practical, Advisor Ready Strategies by Jen Neeley, CFP®](https://financialadvocates.com/event/planning-with-obbba-translating-policy-into-practical-advisor-ready-strategies-by-jen-neeley-cfp/) - OBBBA introduces significant updates across taxes, benefits, and retirement planning—opening the door to new client conversations and proactive strategies. In this session, we’ll break down the key provisions and show how advisors can integrate them into comprehensive, value‑driven planning. Register for Planning with OBBBA - [Office Professionals & Sales Support Town Hall](https://financialadvocates.com/event/office-professionals-sales-support-town-hall/) - At the upcoming town hall, you will hear from a panel of leaders at LPL as we discuss trending topics that matter most to you. • Dig deeper into insights from our Operations leadership in tax and cost basis as we prepare to kick off the 2025-2026 tax season. • We heard your feedback: We - [Advisory Consulting Webinar](https://financialadvocates.com/event/advisory-consulting-webinar-5/) - [Advisory Consulting Webinar](https://financialadvocates.com/event/advisory-consulting-webinar-4/) - [Advisory Consulting Webinar](https://financialadvocates.com/event/advisory-consulting-webinar-3/) - [Advisory Consulting Webinar](https://financialadvocates.com/event/advisory-consulting-webinar-2/) - [Advisory Consulting Webinar](https://financialadvocates.com/event/advisory-consulting-webinar/) - [Advisory Consulting Webinar: Building an Optimal Wealth Management Practice](https://financialadvocates.com/event/advisory-consulting-webinar-building-an-optimal-wealth-management-practice/) - Click here to register. - [BFA Overview: See How Behavioral Financial Advice Elevates Your Practice](https://financialadvocates.com/event/bfa-overview-see-how-behavioral-financial-advice-elevates-your-practice/) - T2P is hosting a session on Behavioral finance application open to all advisors. Registration link: BFA Overview: See How Behavioral Financial Advice Elevates Your Practice | Meeting-Join | Microsoft… - [Mastering the Annual Financial Plan Review Process Webinar](https://financialadvocates.com/event/mastering-the-annual-financial-plan-review-process-webinar/) - Advisor University is hosting a webinar on Mastering the Annual Financial Plan Review Process Registration link: Master Annual Plan Reviews - [Financial Planning Coaching Success Mastermind Group](https://financialadvocates.com/event/financial-planning-coaching-success-mastermind-group/) - Financial Planning Coaching Success is hosting their first Mastermind Group of 2026. The session topic will focus on retirement planning as a way to diversify financial planning revenue, which should spark some great discussion and idea sharing across the group. Registration link: Diversify your financial planning revenue - [Napa Regional Event](https://financialadvocates.com/event/napa-regional-event/) - Join us for an operational advisor panel, along with focused conversations covering organic growth methods designed to help advisors scale intentionally. Come network with other advisors and gain valuable insight from FA team members and our product partners. Click here to register. - [Faith-Inspired Group Coffee Talk](https://financialadvocates.com/event/faith-inspired-group-coffee-talk-13/) - [Faith-Inspired Group Coffee Talk](https://financialadvocates.com/event/faith-inspired-group-coffee-talk-12/) - [Administrative Professionals Coffee Talk](https://financialadvocates.com/event/administrative-professionals-coffee-talk-18/) - Admins in the financial services world face unique challenges. Join this monthly meeting to talk with your peers and discuss best practices, administrative hurdles, career growth, and more. This meeting will take place on the second Thursday of every month. If you're interested in joining, please email Russ Garcia at rgarcia@financialadvocates.com. - [Administrative Professionals Coffee Talk](https://financialadvocates.com/event/administrative-professionals-coffee-talk-17/) - Admins in the financial services world face unique challenges. Join this monthly meeting to talk with your peers and discuss best practices, administrative hurdles, career growth, and more. This meeting will take place on the second Thursday of every month. If you're interested in joining, please email Russ Garcia at rgarcia@financialadvocates.com. - [Administrative Professionals Coffee Talk](https://financialadvocates.com/event/administrative-professionals-coffee-talk-16/) - Admins in the financial services world face unique challenges. Join this monthly meeting to talk with your peers and discuss best practices, administrative hurdles, career growth, and more. This meeting will take place on the second Thursday of every month. If you're interested in joining, please email Russ Garcia at rgarcia@financialadvocates.com. - [Administrative Professionals Coffee Talk](https://financialadvocates.com/event/administrative-professionals-coffee-talk-15/) - Admins in the financial services world face unique challenges. Join this monthly meeting to talk with your peers and discuss best practices, administrative hurdles, career growth, and more. This meeting will take place on the second Thursday of every month. If you're interested in joining, please email Russ Garcia at rgarcia@financialadvocates.com. - [Administrative Professionals Coffee Talk](https://financialadvocates.com/event/administrative-professionals-coffee-talk-14/) - Admins in the financial services world face unique challenges. Join this monthly meeting to talk with your peers and discuss best practices, administrative hurdles, career growth, and more. This meeting will take place on the second Thursday of every month. If you're interested in joining, please email Russ Garcia at rgarcia@financialadvocates.com. - [Administrative Professionals Coffee Talk](https://financialadvocates.com/event/administrative-professionals-coffee-talk-13/) - Admins in the financial services world face unique challenges. Join this monthly meeting to talk with your peers and discuss best practices, administrative hurdles, career growth, and more. This meeting will take place on the second Thursday of every month. If you're interested in joining, please email Russ Garcia at rgarcia@financialadvocates.com. - [Administrative Professionals Coffee Talk](https://financialadvocates.com/event/administrative-professionals-coffee-talk-12/) - Admins in the financial services world face unique challenges. Join this monthly meeting to talk with your peers and discuss best practices, administrative hurdles, career growth, and more. This meeting will take place on the second Thursday of every month. If you're interested in joining, please email Russ Garcia at rgarcia@financialadvocates.com. - [Administrative Professionals Coffee Talk](https://financialadvocates.com/event/administrative-professionals-coffee-talk-11/) - Admins in the financial services world face unique challenges. Join this monthly meeting to talk with your peers and discuss best practices, administrative hurdles, career growth, and more. This meeting will take place on the second Thursday of every month. If you're interested in joining, please email Russ Garcia at rgarcia@financialadvocates.com. - [Administrative Professionals Coffee Talk](https://financialadvocates.com/event/administrative-professionals-coffee-talk-10/) - Admins in the financial services world face unique challenges. Join this monthly meeting to talk with your peers and discuss best practices, administrative hurdles, career growth, and more. This meeting will take place on the second Thursday of every month. If you're interested in joining, please email Russ Garcia at rgarcia@financialadvocates.com. - [Administrative Professionals Coffee Talk](https://financialadvocates.com/event/administrative-professionals-coffee-talk-9/) - Admins in the financial services world face unique challenges. Join this monthly meeting to talk with your peers and discuss best practices, administrative hurdles, career growth, and more. This meeting will take place on the second Thursday of every month. If you're interested in joining, please email Russ Garcia at rgarcia@financialadvocates.com. - [Administrative Professionals Coffee Talk](https://financialadvocates.com/event/administrative-professionals-coffee-talk-8/) - Admins in the financial services world face unique challenges. Join this monthly meeting to talk with your peers and discuss best practices, administrative hurdles, career growth, and more. This meeting will take place on the second Thursday of every month. If you're interested in joining, please email Russ Garcia at rgarcia@financialadvocates.com. - [Administrative Professionals Coffee Talk](https://financialadvocates.com/event/administrative-professionals-coffee-talk-7/) - Admins in the financial services world face unique challenges. Join this monthly meeting to talk with your peers and discuss best practices, administrative hurdles, career growth, and more. This meeting will take place on the second Thursday of every month. If you're interested in joining, please email Russ Garcia at rgarcia@financialadvocates.com. - [Emerging Advisors Group Coffee Talk](https://financialadvocates.com/event/emerging-advisors-group-coffee-talk-22/) - Hosted by Ron Mendoza, this group is designed for associate or junior advisors who are looking to grow. Advisors meet on a monthly basis to share ideas, brainstorm new marketing strategies, and discuss avenues for growth. If you're interested in joining, please email Ron Mendoza at rmendoza@financialadvocates.com. - [Emerging Advisors Group Coffee Talk](https://financialadvocates.com/event/emerging-advisors-group-coffee-talk-21/) - Hosted by Ron Mendoza, this group is designed for associate or junior advisors who are looking to grow. Advisors meet on a monthly basis to share ideas, brainstorm new marketing strategies, and discuss avenues for growth. If you're interested in joining, please email Ron Mendoza at rmendoza@financialadvocates.com. - [Emerging Advisors Group Coffee Talk](https://financialadvocates.com/event/emerging-advisors-group-coffee-talk-20/) - Hosted by Ron Mendoza, this group is designed for associate or junior advisors who are looking to grow. Advisors meet on a monthly basis to share ideas, brainstorm new marketing strategies, and discuss avenues for growth. If you're interested in joining, please email Ron Mendoza at rmendoza@financialadvocates.com. - [Emerging Advisors Group Coffee Talk](https://financialadvocates.com/event/emerging-advisors-group-coffee-talk-19/) - Hosted by Ron Mendoza, this group is designed for associate or junior advisors who are looking to grow. Advisors meet on a monthly basis to share ideas, brainstorm new marketing strategies, and discuss avenues for growth. If you're interested in joining, please email Ron Mendoza at rmendoza@financialadvocates.com. - [Emerging Advisors Group Coffee Talk](https://financialadvocates.com/event/emerging-advisors-group-coffee-talk-18/) - Hosted by Ron Mendoza, this group is designed for associate or junior advisors who are looking to grow. Advisors meet on a monthly basis to share ideas, brainstorm new marketing strategies, and discuss avenues for growth. If you're interested in joining, please email Ron Mendoza at rmendoza@financialadvocates.com. - [Emerging Advisors Group Coffee Talk](https://financialadvocates.com/event/emerging-advisors-group-coffee-talk-17/) - Hosted by Ron Mendoza, this group is designed for associate or junior advisors who are looking to grow. Advisors meet on a monthly basis to share ideas, brainstorm new marketing strategies, and discuss avenues for growth. If you're interested in joining, please email Ron Mendoza at rmendoza@financialadvocates.com. - [Emerging Advisors Group Coffee Talk](https://financialadvocates.com/event/emerging-advisors-group-coffee-talk-16/) - Hosted by Ron Mendoza, this group is designed for associate or junior advisors who are looking to grow. Advisors meet on a monthly basis to share ideas, brainstorm new marketing strategies, and discuss avenues for growth. If you're interested in joining, please email Ron Mendoza at rmendoza@financialadvocates.com. - [Emerging Advisors Group Coffee Talk](https://financialadvocates.com/event/emerging-advisors-group-coffee-talk-15/) - Hosted by Ron Mendoza, this group is designed for associate or junior advisors who are looking to grow. Advisors meet on a monthly basis to share ideas, brainstorm new marketing strategies, and discuss avenues for growth. If you're interested in joining, please email Ron Mendoza at rmendoza@financialadvocates.com. - [Emerging Advisors Group Coffee Talk](https://financialadvocates.com/event/emerging-advisors-group-coffee-talk-14/) - Hosted by Ron Mendoza, this group is designed for associate or junior advisors who are looking to grow. Advisors meet on a monthly basis to share ideas, brainstorm new marketing strategies, and discuss avenues for growth. If you're interested in joining, please email Ron Mendoza at rmendoza@financialadvocates.com. - [Emerging Advisors Group Coffee Talk](https://financialadvocates.com/event/emerging-advisors-group-coffee-talk-13/) - Hosted by Ron Mendoza, this group is designed for associate or junior advisors who are looking to grow. Advisors meet on a monthly basis to share ideas, brainstorm new marketing strategies, and discuss avenues for growth. If you're interested in joining, please email Ron Mendoza at rmendoza@financialadvocates.com. - [Emerging Advisors Group Coffee Talk](https://financialadvocates.com/event/emerging-advisors-group-coffee-talk-12/) - Hosted by Ron Mendoza, this group is designed for associate or junior advisors who are looking to grow. Advisors meet on a monthly basis to share ideas, brainstorm new marketing strategies, and discuss avenues for growth. If you're interested in joining, please email Ron Mendoza at rmendoza@financialadvocates.com. - [Emerging Advisors Group Coffee Talk](https://financialadvocates.com/event/emerging-advisors-group-coffee-talk-11/) - Hosted by Ron Mendoza, this group is designed for associate or junior advisors who are looking to grow. Advisors meet on a monthly basis to share ideas, brainstorm new marketing strategies, and discuss avenues for growth. If you're interested in joining, please email Ron Mendoza at rmendoza@financialadvocates.com. - [GROW to CEO Coffee Talk](https://financialadvocates.com/event/grow-to-ceo-coffee-talk-2/) - Are you looking to GROW your business? This coffee talk series connects advisors looking to expand their books through M&A. If you're interested in joining, please email Soliman Popal at spopal@financialadvocates.com. - [GROW to CEO Coffee Talk](https://financialadvocates.com/event/grow-to-ceo-coffee-talk-3/) - Are you looking to GROW your business? This coffee talk series connects advisors looking to expand their books through M&A. If you're interested in joining, please email Soliman Popal at spopal@financialadvocates.com. - [GROW to CEO Coffee Talk](https://financialadvocates.com/event/grow-to-ceo-coffee-talk-4/) - Are you looking to GROW your business? This coffee talk series connects advisors looking to expand their books through M&A. If you're interested in joining, please email Soliman Popal at spopal@financialadvocates.com. - [GROW to CEO Coffee Talk](https://financialadvocates.com/event/grow-to-ceo-coffee-talk-5/) - Are you looking to GROW your business? This coffee talk series connects advisors looking to expand their books through M&A. If you're interested in joining, please email Soliman Popal at spopal@financialadvocates.com. - [GROW to CEO Coffee Talk](https://financialadvocates.com/event/grow-to-ceo-coffee-talk-6/) - Are you looking to GROW your business? This coffee talk series connects advisors looking to expand their books through M&A. If you're interested in joining, please email Soliman Popal at spopal@financialadvocates.com. - [GROW to CEO Coffee Talk](https://financialadvocates.com/event/grow-to-ceo-coffee-talk-7/) - Are you looking to GROW your business? This coffee talk series connects advisors looking to expand their books through M&A. If you're interested in joining, please email Soliman Popal at spopal@financialadvocates.com. - [GROW to CEO Coffee Talk](https://financialadvocates.com/event/grow-to-ceo-coffee-talk-8/) - Are you looking to GROW your business? This coffee talk series connects advisors looking to expand their books through M&A. If you're interested in joining, please email Soliman Popal at spopal@financialadvocates.com. - [GROW to CEO Coffee Talk](https://financialadvocates.com/event/grow-to-ceo-coffee-talk-9/) - Are you looking to GROW your business? This coffee talk series connects advisors looking to expand their books through M&A. If you're interested in joining, please email Soliman Popal at spopal@financialadvocates.com. - [GROW to CEO Coffee Talk](https://financialadvocates.com/event/grow-to-ceo-coffee-talk-12/) - Are you looking to GROW your business? This coffee talk series connects advisors looking to expand their books through M&A. If you're interested in joining, please email Soliman Popal at spopal@financialadvocates.com. - [GROW to CEO Coffee Talk](https://financialadvocates.com/event/grow-to-ceo-coffee-talk-11/) - Are you looking to GROW your business? This coffee talk series connects advisors looking to expand their books through M&A. If you're interested in joining, please email Soliman Popal at spopal@financialadvocates.com. - [GROW to CEO Coffee Talk](https://financialadvocates.com/event/grow-to-ceo-coffee-talk-10/) - Are you looking to GROW your business? This coffee talk series connects advisors looking to expand their books through M&A. If you're interested in joining, please email Soliman Popal at spopal@financialadvocates.com. - [GROW to CEO Coffee Talk](https://financialadvocates.com/event/grow-to-ceo-coffee-talk/) - Are you looking to GROW your business? This coffee talk series connects advisors looking to expand their books through M&A. If you're interested in joining, please email Soliman Popal at spopal@financialadvocates.com. - [Focus (LPL Annual Conference)](https://financialadvocates.com/event/focus-lpl-annual-conference/) - [Ignite (Financial Advocates Annual Conference)](https://financialadvocates.com/event/ignite-financial-advocates-annual-conference/) - [LPL Masters](https://financialadvocates.com/event/lpl-masters-2/) - [Financial Advocates Advisor Council - Napa](https://financialadvocates.com/event/financial-advocates-advisor-council-napa/) - [Black Friday - Office Closed](https://financialadvocates.com/event/black-friday-office-closed/) - [Christmas - Office Closed](https://financialadvocates.com/event/christmas-office-closed/) - [Thanksgiving - Office Closed](https://financialadvocates.com/event/thanksgiving-office-closed/) - [Labor Day - Office Closed](https://financialadvocates.com/event/labor-day-office-closed-2/) - [Independence Day - Office Closed](https://financialadvocates.com/event/independence-day-office-closed-2/) - [Juneteenth - Office Closed](https://financialadvocates.com/event/juneteenth-office-closed-2/) - [Memorial Day - Office Closed](https://financialadvocates.com/event/memorial-day-office-closed-2/) - [Good Friday - Office Closed](https://financialadvocates.com/event/good-friday-office-closed-2/) - [President's Day - Office Closed](https://financialadvocates.com/event/presidents-day-office-closed-2/) - [Martin Luther King Jr. Day - Office Closed](https://financialadvocates.com/event/martin-luther-king-jr-day-office-closed/) - [New Year's Day - Office Closed](https://financialadvocates.com/event/closed-new-years-day/) - [Faith-Inspired Group Coffee Talk](https://financialadvocates.com/event/faith-inspired-group-coffee-talk-11/) - [Faith-Inspired Group Coffee Talk](https://financialadvocates.com/event/faith-inspired-group-coffee-talk-10/) - [Faith-Inspired Group Coffee Talk](https://financialadvocates.com/event/faith-inspired-group-coffee-talk-9/) - [Faith-Inspired Group Coffee Talk](https://financialadvocates.com/event/faith-inspired-group-coffee-talk-8/) - [Administrative Professionals Coffee Talk](https://financialadvocates.com/event/administrative-professionals-coffee-talk-6/) - Admins in the financial services world face unique challenges. Join this monthly meeting to talk with your peers and discuss best practices, administrative hurdles, career growth, and more. This meeting will take place on the second Thursday of every month. If you’re interested in joining, please email Russ Garcia at rgarcia@financialadvocates.com. - [Administrative Professionals Coffee Talk](https://financialadvocates.com/event/administrative-professionals-coffee-talk-5/) - Admins in the financial services world face unique challenges. Join this monthly meeting to talk with your peers and discuss best practices, administrative hurdles, career growth, and more. This meeting will take place on the second Thursday of every month. If you’re interested in joining, please email Russ Garcia at rgarcia@financialadvocates.com. - [Administrative Professionals Coffee Talk](https://financialadvocates.com/event/administrative-professionals-coffee-talk-4/) - Admins in the financial services world face unique challenges. Join this monthly meeting to talk with your peers and discuss best practices, administrative hurdles, career growth, and more. This meeting will take place on the second Thursday of every month. If you’re interested in joining, please email Russ Garcia at rgarcia@financialadvocates.com. - [Administrative Professionals Coffee Talk](https://financialadvocates.com/event/administrative-professionals-coffee-talk-3/) - Admins in the financial services world face unique challenges. Join this monthly meeting to talk with your peers and discuss best practices, administrative hurdles, career growth, and more. This meeting will take place on the second Thursday of every month. If you’re interested in joining, please email Russ Garcia at rgarcia@financialadvocates.com. - [Emerging Advisors Group Coffee Talk](https://financialadvocates.com/event/emerging-advisors-group-coffee-talk-10/) - Hosted by Ron Mendoza, this group is designed for associate or junior advisors who are looking to grow. Advisors meet on a monthly basis to share ideas, brainstorm new marketing strategies, and discuss avenues for growth. If you’re interested in joining, please email Ron Mendoza at rmendoza@financialadvocates.com. - [Emerging Advisors Group Coffee Talk](https://financialadvocates.com/event/emerging-advisors-group-coffee-talk-9/) - Hosted by Ron Mendoza, this group is designed for associate or junior advisors who are looking to grow. Advisors meet on a monthly basis to share ideas, brainstorm new marketing strategies, and discuss avenues for growth. If you’re interested in joining, please email Ron Mendoza at rmendoza@financialadvocates.com. - [Emerging Advisors Group Coffee Talk](https://financialadvocates.com/event/emerging-advisors-group-coffee-talk-8/) - Hosted by Ron Mendoza, this group is designed for associate or junior advisors who are looking to grow. Advisors meet on a monthly basis to share ideas, brainstorm new marketing strategies, and discuss avenues for growth. If you’re interested in joining, please email Ron Mendoza at rmendoza@financialadvocates.com. - [Emerging Advisors Group Coffee Talk](https://financialadvocates.com/event/emerging-advisors-group-coffee-talk-7/) - Hosted by Ron Mendoza, this group is designed for associate or junior advisors who are looking to grow. Advisors meet on a monthly basis to share ideas, brainstorm new marketing strategies, and discuss avenues for growth. If you’re interested in joining, please email Ron Mendoza at rmendoza@financialadvocates.com. - [LPL FOCUS Recap & Debrief](https://financialadvocates.com/event/lpl-focus-recap-debrief/) - Join us for the 2025 LPL FOCUS Recap and Debrief Webinar on Wednesday, August 20 at 10:30AM PST. Click here to register During the session, we’ll cover: Key announcements from the Main Stage with additional insights Actionable opportunities you can take advantage of today Live Q&A For those attending FOCUS in person, here are a - [Faith-Inspired Group Coffee Talk](https://financialadvocates.com/event/faith-inspired-group-coffee-talk-7/) - [Administrative Professionals Coffee Talk](https://financialadvocates.com/event/administrative-professionals-coffee-talk-2/) - Admins in the financial services world face unique challenges. Join this monthly meeting to talk with your peers and discuss best practices, administrative hurdles, career growth, and more. This meeting will take place on the second Thursday of every month. If you're interested in joining, please email Russ Garcia at rgarcia@financialadvocates.com. - [Emerging Advisors Group Coffee Talk](https://financialadvocates.com/event/emerging-advisors-group-coffee-talk-6/) - Hosted by Ron Mendoza, this group is designed for associate or junior advisors who are looking to grow. Advisors meet on a monthly basis to share ideas, brainstorm new marketing strategies, and discuss avenues for growth. If you're interested in joining, please email Ron Mendoza at rmendoza@financialadvocates.com. - [Segmentation and Option Strategies Webinar](https://financialadvocates.com/event/segmentation-and-option-strategies-webinar/) - Please join us for an exclusive webinar exploring Innovative Solutions for Concentrated Stock Positions with First Trust as a Special Guest along with one of your peers sharing their experience. What’s on the agenda? De-risking Strategies: Tax efficient strategies to de-risk a concentrated stock position tax efficiently. Option Strategies: How to utilize options for additional income - [Q2 Business Consulting Webinar](https://financialadvocates.com/event/q2-business-consulting-webinar/) - Click here to register. - [Q2 Compliance Webinar](https://financialadvocates.com/event/q2-compliance-webinar/) - Click here to register. - [Faith-Inspired Group Coffee Talk](https://financialadvocates.com/event/faith-inspired-group-coffee-talk-6/) - Click here to register. - [Administrative Professionals Coffee Talk](https://financialadvocates.com/event/administrative-professionals-coffee-talk/) - Admins in the financial services world face unique challenges. Join this monthly meeting to talk with your peers and discuss best practices, administrative hurdles, career growth, and more. This meeting will take place on the second Thursday of every month. If you're interested in joining, please email Russ Garcia at rgarcia@financialadvocates.com. - [Emerging Advisors Group Coffee Talk](https://financialadvocates.com/event/emerging-advisors-group-coffee-talk-5/) - Hosted by Ron Mendoza, this group is designed for associate or junior advisors who are looking to grow. Advisors meet on a monthly basis to share ideas, brainstorm new marketing strategies, and discuss avenues for growth. If you're interested in joining, please email Ron Mendoza at rmendoza@financialadvocates.com. - [Faith-Inspired Group Coffee Talk](https://financialadvocates.com/event/faith-inspired-group-coffee-talk-5/) - Click here to register. - [Virtual GROW Workshop](https://financialadvocates.com/event/virtual-grow-workshop/) - Come join us for GROW, an interactive workshop that aims to meet advisors where you are, understand where you are trying to go, and through a step-by-step process, help you get these opportunities past the finish line and achieve your sought-out goals. This workshop is for advisors who are looking to grow through entrepreneurial growth - [Women Advisors Group Coffee Talk](https://financialadvocates.com/event/women-advisors-group-coffee-talk-3/) - Come meet and chat with other women in our industry! Hosted by Angie Vlach and Kerry Prichard, this group is designed for women advisors to network, share ideas and experiences, and discuss business practices. Click here to register. - [Emerging Advisors Group Coffee Talk](https://financialadvocates.com/event/emerging-advisors-group-coffee-talk-4/) - Hosted by Ron Mendoza, this group is designed for associate or junior advisors who are looking to grow. Advisors meet on a monthly basis to share ideas, brainstorm new marketing strategies, and discuss avenues for growth. If you're interested in joining, please email Ron Mendoza at rmendoza@financialadvocates.com. - [Orange County Regional Networking Event](https://financialadvocates.com/event/orange-county-regional-networking-event/) - Please join us for our Regional Networking Events in Portland, Vancouver, Seattle, Missoula, Spokane, and Orange County! Our second quarter meetings will be focused on networking and collaborating within our great community of advisors. The agenda will be less formal to allow more time for discussions with your colleagues. Come join us for some fun and idea - [Spokane Regional Networking Event](https://financialadvocates.com/event/spokane-regional-networking-event/) - Please join us for our Regional Networking Events in Portland, Vancouver, Seattle, Missoula, Spokane, and Orange County! Our second quarter meetings will be focused on networking and collaborating within our great community of advisors. The agenda will be less formal to allow more time for discussions with your colleagues. Come join us for some fun and idea - [Missoula Regional Networking Event](https://financialadvocates.com/event/missoula-regional-networking-event/) - Please join us for our Regional Networking Events in Portland, Vancouver, Seattle, Missoula, Spokane, and Orange County! Our second quarter meetings will be focused on networking and collaborating within our great community of advisors. The agenda will be less formal to allow more time for discussions with your colleagues. Come join us for some fun and idea - [Seattle Regional Networking Event](https://financialadvocates.com/event/seattle-regional-networking-event/) - Please join us for our Regional Networking Events in Portland, Vancouver, Seattle, Missoula, Spokane, and Orange County! Our second quarter meetings will be focused on networking and collaborating within our great community of advisors. The agenda will be less formal to allow more time for discussions with your colleagues. Come join us for some fun and idea - [Vancouver Regional Networking Event](https://financialadvocates.com/event/vancouver-regional-networking-event/) - Please join us for our Regional Networking Events in Portland, Vancouver, Seattle, Missoula, Spokane, and Orange County! Our second quarter meetings will be focused on networking and collaborating within our great community of advisors. The agenda will be less formal to allow more time for discussions with your colleagues. Come join us for some fun and idea - [Financial Advocates Advisor Council](https://financialadvocates.com/event/financial-advocates-advisor-council-4/) - This group of advisor representatives partners with Financial Advocates leaders to share their voice through thoughtful feedback and insights to enhance program initiatives. - [Financial Advocates Advisor Council](https://financialadvocates.com/event/financial-advocates-advisor-council-3/) - This group of advisor representatives partners with Financial Advocates leaders to share their voice through thoughtful feedback and insights to enhance program initiatives. - [Financial Advocates Advisor Council](https://financialadvocates.com/event/financial-advocates-advisor-council-2/) - This group of advisor representatives partners with Financial Advocates leaders to share their voice through thoughtful feedback and insights to enhance program initiatives. - [Faith-Inspired Group Coffee Talk](https://financialadvocates.com/event/faith-inspired-group-coffee-talk-4/) - Click here to register. - [Women Advisors Group Coffee Talk](https://financialadvocates.com/event/women-advisors-group-coffee-talk-2/) - Come meet and chat with other women in our industry! Hosted by Angie Vlach and Kerry Prichard, this group is designed for women advisors to network, share ideas and experiences, and discuss business practices. This month's topic is Unique Prospecting, with guest speaker Molly Huck. As an Advisor Education specialist at Nuveen, Molly develops and - [Emerging Advisors Group Coffee Talk](https://financialadvocates.com/event/emerging-advisors-group-coffee-talk-3/) - Hosted by Ron Mendoza, this group is designed for associate or junior advisors who are looking to grow. Advisors meet on a monthly basis to share ideas, brainstorm new marketing strategies, and discuss avenues for growth. If you're interested in joining, please email Ron Mendoza at rmendoza@financialadvocates.com. - [Women Advisors Group Coffee Talk](https://financialadvocates.com/event/women-advisors-coffee-talk/) - Come meet and chat with other women in our industry! Hosted by Angie Vlach and Kerry Prichard, this group is designed for women advisors to network, share ideas and experiences, and discuss business practices. This month's meeting will feature special guest speaker, Hannah Rogers. Hannah is a Regional Advisory Consultant at LPL Financial and is - [Faith-Inspired Group Coffee Talk](https://financialadvocates.com/event/faith-inspired-group-coffee-talk-3/) - Please join us for our March Faith-Inspired Group Coffee Talk featuring a discussion led by Dr. Amber Selking! Dr. Selking is a performance consultant and the founder of the Selking Performance Group. She works to emphasize the power of Mindset and Leadership to drive lasting change in businesses, on athletic teams, and in individual lives. - [Financial Advocates Town Hall](https://financialadvocates.com/event/financial-advocates-town-hall/) - Details coming soon! Click here to register. - [Q1 Compliance Webinar](https://financialadvocates.com/event/q1-compliance-webinar/) - Some topics covered in this webinar include: Succession and contingency planning Reducing cash concentration from 35% to 20% in SAM accounts Borrowing from or lending to clients Business Consultant Ron Mendoza will be joining the Compliance team again to cover additional topics during the Q&A! Click here to register. - [Emerging Advisors Group Coffee Talk](https://financialadvocates.com/event/emerging-advisors-group-coffee-talk-2/) - Hosted by Ron Mendoza, this group is designed for associate or junior advisors who are looking to grow. Advisors meet on a monthly basis to share ideas, brainstorm new marketing strategies, and discuss avenues for growth. If you're interested in joining, please email Ron Mendoza at rmendoza@financialadvocates.com. - [Faith-Inspired Group Coffee Talk](https://financialadvocates.com/event/faith-inspired-group-coffee-talk-2/) - Bill Keith, a faith-driven entrepreneur, CEO, and founder of Perfect Bar, sold in a multi-billion dollar deal, will lead our discussion this month. Bill consults with business leaders across industries and is excited to share his wisdom about leadership and building brands! Click here to register. - [Portland Regional Meeting](https://financialadvocates.com/event/portland-regional-meeting/) - GROW is a workshop that aims to meet advisors where you are, understand where you are trying to go, and through a step-by-step process, help you get these opportunities past the finish line and achieve your sought-out goals. This workshop is for advisors who are looking to grow through entrepreneurial growth opportunities (i.e. buying a - [Seattle Regional Meeting](https://financialadvocates.com/event/seattle-regional-meeting-feb-march-2025/) - GROW is a workshop that aims to meet advisors where you are, understand where you are trying to go, and through a step-by-step process, help you get these opportunities past the finish line and achieve your sought-out goals. This workshop is for advisors who are looking to grow through entrepreneurial growth opportunities (i.e. buying a book). - [Napa Regional Meeting](https://financialadvocates.com/event/napa-regional-meeting/) - GROW is a workshop that aims to meet advisors where you are, understand where you are trying to go, and through a step-by-step process, help you get these opportunities past the finish line and achieve your sought-out goals. This workshop is for advisors who are looking to grow through entrepreneurial growth opportunities (i.e. buying a book). - [Ignite Annual Conference](https://financialadvocates.com/event/ignite-annual-conference/) - [LPL Elevate](https://financialadvocates.com/event/lpl-elevate/) - Advancing through growth and efficiency takes center stage at Elevate, an invitation-only conference designed for advisors who have reached remarkable growth milestones and aim to scale to the next level. Engaging keynote and general session presentations, enlightening breakouts, Q&A exchanges, and coveted peer networking events are all part of the opportunities offered to ambitious attendees. - [LPL Achieve](https://financialadvocates.com/event/lpl-achieve/) - The Achieve conference is an opportunity for fast-growing women advisors and program managers to come together to learn, share, network, and enhance their business for future success. - [LPL Summit](https://financialadvocates.com/event/lpl-summit/) - An elite class of qualifying performers within the LPL Financial community come together at Summit in a luxurious location to celebrate their success and set a course for continued growth. - [LPL Illuminate](https://financialadvocates.com/event/lpl-illuminate/) - This invitation-only event brings together leaders from LPL Financial’s large enterprise networks to amplify leadership and management skills. - [Christmas Day - Office Closed](https://financialadvocates.com/event/christmas-day-office-closed/) - [Thanksgiving Day - Office Closed](https://financialadvocates.com/event/thanksgiving-day-office-closed/) - [Labor Day - Office Closed](https://financialadvocates.com/event/labor-day-office-closed/) - [Independence Day - Office Closed](https://financialadvocates.com/event/independence-day-office-closed/) - [Juneteenth - Office Closed](https://financialadvocates.com/event/juneteenth-office-closed/) - [Memorial Day - Office Closed](https://financialadvocates.com/event/memorial-day-office-closed/) - [Good Friday - Office Closed](https://financialadvocates.com/event/good-friday-office-closed/) - [President's Day - Office Closed](https://financialadvocates.com/event/presidents-day-office-closed/) - [Martin Luther King Day - Office Closed](https://financialadvocates.com/event/martin-luther-king-day-office-closed/) - [Financial Advocates Advisor Council](https://financialadvocates.com/event/financial-advocates-advisor-council/) - This group of advisor representatives partners with Financial Advocates leaders to share their voice through thoughtful feedback and insights to enhance program initiatives. - [Financial Advocates All Team Meeting](https://financialadvocates.com/event/financial-advocates-all-team-meeting/) - Financial Advocates staff will have limited availability during this time. - [LPL Masters](https://financialadvocates.com/event/lpl-masters/) - [LPL Focus Conference](https://financialadvocates.com/event/lpl-focus-conference/) - [Faith-Inspired Group Coffee Talk](https://financialadvocates.com/event/faith-inspired-group-coffee-talk/) - To start 2025, we are blessed and excited to have Crossmark Global Investments CEO and Wall Street veteran, Boll Doll lead our January Faith Inspired Group Coffee Talk! Mr. Doll has held significant roles at firms like Nuveen, Blackrock, and Merrill Lynch. He is a regular contributor on Bloomberg TV, Fox Business News, and CNBC. - [Women Advisors Group Coffee Talk](https://financialadvocates.com/event/women-advisors-group-coffee-talk/) - Come meet and chat with other women in our industry! Hosted by Angie Vlach and Kerry Prichard, this group is designed for women advisors to network, share ideas and experiences, and discuss business practices. Click here to register. - [Emerging Advisors Group Coffee Talk](https://financialadvocates.com/event/emerging-advisors-group-coffee-talk/) - Hosted by Ron Mendoza, this group is designed for associate or junior advisors who are looking to grow. Advisors meet on a monthly basis to share ideas, brainstorm new marketing strategies, and discuss avenues for growth. If you're interested in joining, please email Ron Mendoza at rmendoza@financialadvocates.com. - [Financial Advocates Focus Happy Hour](https://financialadvocates.com/event/financial-advocates-focus-happy-hour/) ## Categories - [Uncategorized](https://financialadvocates.com/category/uncategorized/) - [Blog](https://financialadvocates.com/category/blog/) - [Podcast](https://financialadvocates.com/category/podcast/) - [Charity Spotlight](https://financialadvocates.com/category/charity-spotlight/) - [Case Study](https://financialadvocates.com/category/case-study/) - [Forbes Finance Council](https://financialadvocates.com/category/forbes-finance-council/) - [HIDDEN](https://financialadvocates.com/category/hidden/) ## Event Categories - [Ignite Conference](https://financialadvocates.com/events/category/fa-conference/) - [Regional Meetings](https://financialadvocates.com/events/category/regional-meetings/) - [Webinars](https://financialadvocates.com/events/category/webinars/) - [Coffee Talks](https://financialadvocates.com/events/category/coffee-talks/) - [Other](https://financialadvocates.com/events/category/other/) - [LPL Events](https://financialadvocates.com/events/category/lpl-events/) - [Holidays](https://financialadvocates.com/events/category/holidays/)