Financial Advocates

We are the primary ally for transition, growth, & ongoing mgmt. of an independent practice. Securities offered through LPL Financial Member SIPC

[Financial Advocates @FinAdvocates]

Kids and parents alike look forward to Halloween and its treats! But how did Halloween start and what are some of the favorite traditions that have grown out of the day? Check out this article and then enjoy sneaking your kids candy after they go to bed!
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[Financial Advocates @FinAdvocates]

With October coming to a close, we thought it would be interesting to look back on the history of Financial Planning Month and how you still have time to take advantage of the benefits it provides.
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[Financial Advocates @FinAdvocates]

Financial Planning Month is not just for financial advisors. Each of us should take a look at developing a financial plan and then at least annually ensure the plan is up-to-date. Here are some ideas for your Financial Planning Month!
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[Financial Advocates @FinAdvocates]

Financial Planning Month may be just the opportunity to remind your clients of the importance of reassessing their financial plan. Making adjustments could be as simple as these six steps. Send them to your client to remind them and stay top of mind!
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[Financial Advocates @FinAdvocates]

Financial Planning month is an opportunity to review your planning business and ensure the topics you are covering is what you clients need. Unretiring is becoming more prevalent especially when the economy is a top concern.
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[Financial Advocates @FinAdvocates]

Need to reduce stress, improve your mood, or strengthen a relationship? Talk to your financial advisor about ways to include National Beach Day in your financial plan! https://t.co/3ww5r5d2Tp

[Financial Advocates @FinAdvocates]

$10.4 Trillion Up for Grabs!! Nearly 40% of financial advisors plan to retire in the next 10 years. That is a lot of opportunities for advisors looking to buy or sell a practice.

Join us for the EASY workshop!
https://t.co/m8NbLWZqLv

[Financial Advocates @FinAdvocates]

Saturday, August 26, is National Dog Day! If you have a dog, show them a little extra love! If you are considering adopting a dog, National Dog Day could be just the day to add a furry family member! https://t.co/1xGbGyGAkp

[Financial Advocates @FinAdvocates]

Take care of your clients even after you retire! A sound succession plan can help ensure your clients receive the care they have come to expect from you.
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[Financial Advocates @FinAdvocates]

Today is "Be An Angel Day"! Take time to be someone's angel today with a special act of kindness! https://t.co/ltTczhMVmL

[Financial Advocates @FinAdvocates]

There are five important considerations when you are buying or selling a financial practice. Fortunately, you don't have to look far for the information.
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[Financial Advocates @FinAdvocates]

July 28, 2023, is National Milk Chocolate Day. Here are some luscious recipes featuring milk chocolate for you to enjoy this weekend!
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[Financial Advocates @FinAdvocates]

What are your expected outcomes when considering buying or selling a financial practice? Take a few minutes and read about other advisors who learned to balance expectations with reality.
https://t.co/YsO3NfmPks

[Financial Advocates @FinAdvocates]

As a small business owner, succession planning is an important component of your practice. Advisors often overlook the emotional aspect of selling their business. This article talks you through the emotional roadblocks as you plan for your future.
https://t.co/ODvISOAjC0