Appearances by financial services industry experts Jackie Wilke, Phil Toews, Paul Cahill
and Michael Wilson
PORTLAND, OR, November 01, 2019 /Neptune100/ — Financial Advocates’ fall conference, IGNITE, wrapped up last week at the Hilton Portland Downtown. Financial Advocates’ and LPL Financial home office staff, industry sponsors, and nationally recognized speakers delivered more than thirty-five informative sessions over two days. Over 90 independent financial advisors, administrators and guests also attended.
“There are many different ways to deliver advice, operate a business, and plan for the future,” said Angela Vlach, President and COO of Financial Advocates. “It’s our goal to create a forum where independent financial advisors in the Pacific Northwest can hear different perspectives and learn new strategies that will further propel their clients and themselves towards success.”
Keynote presentations at the conference included:
Jackie Wilke, vice president and advisory practices consultant at First Trust Portfolios, offered a new strategy regarding how a life-focused specialized form of advice is helping advisors and their clients thrive.
Phil Toews, CEO and co-portfolio manager at the Toews funds, has identified research that suggested advisors need to make a change in how they communicate and proposed a new strategy for advisors to deliver advice.
Paul Cahill, National Sales Director at Virtus Investment Partners, Inc., shared insight into how the industry is evolving and how advisors can adapt by identifying new habits.
Michael Wilson, LPL Financial, provided an overview of how AdvisoryWorld, the recently acquired technology firm by LPL Financial, is helping advisors attract and serve clients.
Over thirty other main stage and breakout sessions served insight and answers to advisor questions regarding technology, business development, practice management, and succession planning.
To learn more about Financial Advocates and Ignite, please visit financialadvocates.com.
Financial Advocates, LLC (FA) and their Hybrid RIA, Financial Advocates Investment Management (FAIM), provide servant leadership in the financial advice market and serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. FA’s experienced and diverse staff delivers intensive support to advisors as they transition to an Independent Broker-Dealer, a Hybrid RIA, or RIA to achieve pure independence. Advisors then enjoy concierge-level service in business development, regulatory compliance oversight, operations, IT, marketing and investment management. FA and FAIM provides services to more than 200 independent financial advisors, several banks and credit unions, and more than 100 support staff.
Financial Advocates, Financial Advocates Investment Management, and its affiliates have 28 home office employees with office locations in Olympia, WA and Tacoma, WA. For more information, please visit www.financialadvocates.com.
Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Investment advice offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management, Financial Advocates and LPL are separate entities.