Business Consulting

Our Business Consultants Have Your Best Interest in Mind

 

What is on the horizon in financial planning and wealth management? Where is the industry headed? How should your practice evolve to stay competitive? The Financial Advocates Business Consulting Team helps independent financial advisors answer these questions and more.

Our diverse team of business consulting experts has over 100 years of collective industry experience. They serve as your primary strategic resource, whether that is kick-starting your practice or maximizing your practice’s potential over the long term, your assigned consultant is with you every step of the way.

What You Can Expect From Our Business Consulting Team

 

ONGOING PRACTICE MANAGEMENT GUIDANCE

We regularly collaborate so you stay updated on new strategies and resources.

EXTENSIVE INDUSTRY KNOWLEDGE

We’ve helped hundreds of advisors strengthen and grow their practice.

STRONG RELATIONSHIPS WITH LPL FINANCIAL AND INDUSTRY PARTNERS

We’ve built relationships throughout the industry allowing us to access information quickly.

CONNECT AND COLLABORATE

Connect with those who share similar values through our annual conference and regional meetings.