Advocate Capital, Inc. Law Firm Financing Blog

Law Practice Management Stories

Pharmaceutical Company Held Liable for Side Effects of Generic Prescription Drugs?


Copyright : dreamerbUnder current Food and Drug Administration laws, generic drug manufacturers are required to use the same label as the brand-name equivalent.


What happens when the brand-name manufacturer fails to warn the consumer of dangerous side effects? Is the brand-name manufacturer liable for side effects of the generic equivalent?


This is a complex question and state rulings on this topic vary. In California, the answer is yes. However, that may change potentially affecting millions of consumers.


Leslie Brueckner with The Legal Examiner discusses this issue, which is currently before the California Supreme Court. In her article, Defending the Rights of Generic Drug Victims in the California Supreme Court, Leslie states:


The risk of tort liability creates an incentive for drug companies to change their labels when new risks emerge. But when drug companies know they can’t be sued for failure to warn, all bets are off. Unless there’s a risk of liability in the courts, there’s little incentive for drug companies like Novartis to change their labels to warn of newly discovered risks.


The case in question is T.H., a Minor v Novartis Pharmaceuticals Corporation. The case involves two minors who suffered brain injuries in utero because their mother took a generic version of “Brethine.” Novartis manufactured and labeled Brethine before it sold the rights to another drug company. The Plaintiffs argued Novartis knew the drug and the generic forms could cause fetal brain damage but chose not to include this on the warning label to continue profiting from the drug. The lower court agreed. Novartis Pharmaceuticals Corporation is challenging the ruling, arguing they are not liable for side effects of the generic version of their patented product.


At Advocate Capital, Inc., we strongly believe in the rights of the consumer and support Plaintiff attorneys across the US in the work they do in protecting these rights. Will big pharma prevail again? We will continue to follow this case for the potential impact it may have on consumers.


Donna A. Jones

Senior Vice President


Photo Credit: dreamerb

Asbestos Litigation Expert Simona Farrise Speaking at American Association for Justice Convention


FarriseSimona Farrise, founder of The Farrise Law Firm, known as one of the top 50 Female Lawyers in California, a nationally sought after public speaker in the areas of law, and likely most well-known for her success in Asbestos litigation, will be speaking at the American Association for Justice Annual Convention in Los Angeles.


Attorney Farrise’s topic will feature Cross-Examination of the Purveyors of Doubt Science as part of the Asbestos Litigation Group CLE Program held during the 2 – 5:10 p.m. session today.


Attorney Farrise has been representing victims of asbestos-related disease for more than two decades and the CLE program provides an opportunity for her to share her experience and expertise in this important area of the law.


In addition to her success in asbestos litigation, Attorney Farrise is also well-known for holding corporate giants accountable, as in a recent $8M verdict she was able to achieve in a wrongful death case against Janssen Pharmaceutical involving the use of Risperidone, an injectable form of Risperdal.


We look forward to visiting with many friends and clients as AAJ kicks off. AAJ members can click here to see the full event schedule.


Lisa Wagner

Senior Vice President, Client Services


Legal Videos: Tips to Increase Effectiveness


Copyright : venimoIn 2016, video marketing allows law firms to speak directly to their prospective clients and referral sources. Whether you are just getting started or looking to create fresh content, how do you know if the finished product will be effective?


In a recent article, Crisp Video Group President Michael Mogill shares ways to help your law firm “create legal videos that help you capture new clients and cases.”


Below are a few of his tips:


  • Storytelling: “Effective legal videos build trust and engagement by telling the story of your practice, encouraging viewers to trust you in their time of need. But highly effective videos do this by emphasizing the why of your firm — not just the what.”
  • Production Value: In today’s world of HD and 4K videos, high-quality production is worth the investment. “Your video is a direct reflection of your brand, and it will be the first impression many prospective clients have of your law firm. According to Brightcove, 62 percent of consumers are more likely to have a negative perception of a brand that published a low-quality video, and 23 percent would hesitate to buy from the brand.”
  • Part of a Bigger Strategy: Where to Share It: “One of the biggest mistakes law firms make is forgetting to consider how video content will tie into their overall marketing strategy.” Sharing on your website, YouTube, social media and email marketing will allow you more opportunities to connect with prospective clients.


(View the full article, “Five Characteristics of Highly Effective Legal Videos”)


If you want to start increasing your video marketing effectiveness, follow Mr. Mogill’s advice, “Contemplate how video ties into your overall strategy, focus on your audience, consider your unique value proposition, communicate this message with stories, and convey it all with well-produced video content.”


Tina Burns

Vice President


Photo Credit: venimo

TN Legislator Calls for Repeal of Loser Pays


Copyright : niroworldIn March of this year, I blogged about the passage of legislation in the Tennessee General Assembly requiring a loser-pays rule if a plaintiff sues a state employee as an individual and loses.


The bill eventually passed both houses and was signed into law by Governor Bill Haslam.


In the wake of recent allegations of sexual misconduct by Representative Jeremy Durham (R-Franklin) (and the possibility of coming lawsuits surrounding the allegations), Representative Bo Mitchell (D-Nashville) is introducing legislation that would repeal the “loser-pays” bill. According to an article by Cari Wade Gervin in the, “Mitchell said the Durham report shows that interns were harassed, but the ‘loser-pays’ bill practically ensures none will ever file a lawsuit, as few college students could afford to pay two legal bills if the suit failed.” The article goes on to reveal other concerns Mitchell has with the report – “On page 30, the report details the experience of ‘Jane Doe #24’, a legislative aide who was fired by ‘Rep. Jane Doe #33’ after she reported Durham’s harassment of her, and Mitchell said he’s incredibly concerned by this.”


Mitchell is asking that both the Attorney General, Herbert Slatery, and the Tennessee Bureau of Investigation investigate the matter further to determine if there was any criminal activity and if any further legal action needs to be taken.


Our hope is that justice is done and that the “loser-pays” bill is repealed.


Photo Credit: niroworld

Advocate Capital, Inc. Summer 2016 Newsletter is Here!


Advocate Capital Inc. Summer 2016 NewsletterThe Summer 2016 Edition of Advocate Capital, Inc.‘s Quarterly Newsletter is available.


This quarter’s newsletter features a video of our Client of the Quarter Brianne Thomas of Boyd Kenter Thomas & Parrish LLC, 2016 Paralegal of the Year Award Winner Patti Birdsall, Advotrac® updates and more.


Please share our valuable newsletter with your fellow trial attorneys. As noted in the newsletter, we pay referral fees for every law firm that you refer to us that joins our family of clients.


(View the full Summer 2016 Newsletter)


Tina Burns

Vice President


Appellate Court Rules GM Cannot Hide Behind Bankruptcy


Copyright : zimmytwsGM faulty ignition switch victims are a step closer to having their day in court thanks to a ruling by the U.S. Second Circuit Court of Appeals. The appellate court reversed a 2015 bankruptcy court ruling, which barred victims from filing claims if the crash occurred before “old GM’s” 2009 bankruptcy sale to “new GM.” The “new GM” stated it was not responsible for the actions of the “old GM” including the faulty switch claims. The bankruptcy court agreed.


The Appellate Court ruled GM’s failure to notify consumers of the ignition switch defect violated consumer rights of due process. Essentially the “new GM” was attempting to shield itself from hundreds of potential lawsuits against “old GM” by not disclosing the defect in their 2009 Chapter 11 bankruptcy filing.


Plaintiffs with injury and death claims, as well as those with lost vehicle value claims, will now be able to proceed with actions that stalled due to the bankruptcy ruling. Plaintiff lawyers are estimating the claims could be worth between $7-10 Billion.


In typical fashion, GM spokesperson Jim Cain commented on the appellate ruling to USA Today, “We are reviewing the ruling and its impact. Even if some claims are ultimately allowed to proceed, the plaintiffs must still prove their cases.”


Advocate Capital, Inc. is proud to work with trial lawyers across the US, many of whom represent clients with claims against GM. We have blogged about our good friend Lance Cooper and his efforts to hold GM accountable. His expert uncovered the ignition switch defect that led to the discovery GM’s cover up, ultimately forcing GM to recall 2.9 million cars. Mr. Cooper’s letter to NHTSA requesting a “Timeliness Query Investigation” into the recall, prompted the Justice Department to investigate potential criminal charges against GM. There were no criminal charges filed against GM employees. Instead, the automaker paid a $900 million fine for the cover up and agreed to a $2 billion settlement package.


We should all be thankful every day for trial attorneys who work to hold corporations like GM accountable for their actions. We have shared stories of lives lost and lives seriously altered by corporate greed. Sometimes, David really does beat Goliath!


Donna A. Jones

Senior Vice President


Photo Credit: zimmytws

American Association for Justice Annual Convention


AAJ Annual 2016 Annual ConventionWill you be attending the AAJ 2016 Annual Convention in Los Angeles on July 22-25?


Donna Jones, Lisa Wagner, Jeff Glueck and I will be representing Advocate Capital, Inc. at booth #309 throughout the convention.


Stop by and discover The Advocate Flexline™, our brand new product combination that gives contingent-fee law firms the most powerful funding solution ever available.



The 2016 AAJ Annual Convention will take place at the Los Angeles Convention Center. Accomplished trial lawyers and experts will discuss the latest developments in trial advocacy and specialized topics at nearly 40 cutting-edge Continuing Legal Education (CLE) programs designed to help you better represent your clients. Earn up to a year’s worth of CLE credits at these programs designed by plaintiff lawyers for plaintiff lawyers.


Don’t forget to visit our booth in The HUB at the J.W. Marriott and enter our raffle for a chance to win a Bose® SoundLink® Mini!


We hope to see you there.


Tina Burns

Vice President


Now Hiring: Marketing Coordinator


Copyright : Yong Hian LimAdvocate Capital, Inc. is currently recruiting for a new Marketing Coordinator to add to our MetroCenter (Nashville, TN) office.


A successful candidate will offer administrative support to our Marketing Department including database maintenance, email and direct mail campaigns, market research, tradeshow and other events coordination, video shoot coordination, etc.


If you are interested, please submit your resume for consideration to


You can view the job posting on LinkedIn here:


Tina Burns

Vice President


Photo Credit: Yong Hian Lim

What is Erb’s Palsy?


Watch as Attorney Debi Chalik of the Law Offices of Chalik & Chalik discusses with President and CEO Michael J. Swanson the facts about Erb’s Palsy and what causes this birth injury to occur.



Tina Burns

Vice President


Fighting Corporate Arbitration: A Law Firm’s Perspective


PJ Paul Bland speechPublic Justice, a law firm dedicated to public interest and impact litigation, recently spoke out about an important issue many Americans face: Corporate Arbitration. This is the process of settling an argument or disagreement with a company by consulting with an arbiter or third party to hear both sides. However, Paul Bland, executive director of Public Justice, says forced arbitration clauses are contributing to the economic injustice present in America.


In his speech at the “Breaking Through Power” conference held in May in Washington, D.C., Bland says there is a sharp division between the wealthiest 1% of the United States and the rest of the country. He says consumers are being slighted and given an unfair disadvantage due to practices like corporate cheating, predatory lending, and wage theft; meanwhile, corporations are given the upper hand.


Bland says companies can use forced arbitration to prohibit an employee from taking them to court if they break the law or commit a wrong against them, but he claims the biggest barrier of forced arbitration clauses is the ban on class action lawsuits.


Yet, there is light at the end of the tunnel. Bland says progress is being made to fight injustices like corporate arbitration and other issues like predatory lending, excessive court secrecy, and abuse of power. Public Justice is working to combat and challenge these practices by recruiting trial lawyers skilled at finding out the truth, leveraging resources and working on cases that lead to systemic and aggregate change.


Bland says some of the causes Public Justice fights for, anti-bullying, civil rights and liberties, and consumers’ rights, can sometimes appear hopeless to people. However, if trial lawyers continue to go after justice, he says they can make an impact: “These problems are not hopeless. I’m filled with hope, I’m filled with anger that this is incredibly unfair the way things are going, but I don’t think it’s something we have to give up on. I think that if we double down, we take anger and turn it into something positive, and we fight case by case and build the story, we can change this country.”


You can check out Bland’s full speech at the “Breaking Through Power” conference by clicking here.


Michael J. Swanson

President and CEO


Photo Credit: Public Justice

Public Justice Trial Lawyer of the Year Finalists Named


PJ Trial Lawyer of the Year


Congratulations to long-time friend and client J. Gary Gwilliam and his partners, Randall E. Strauss and Robert J. Schwartz of the Oakland, CA based law firm Gwilliam, Ivary, Chiosso Cavalli & Brewer who along with Co-Counsel, Omar Habbas are named as finalist for the upcoming Public Justice Trial Lawyer of the Year Award.


The group of esteemed lawyers were chosen as finalist for this prestigious award in recognition of their ability to negotiate a settlement of $37.25MM against Lawrence Livermore National Security Labs on behalf of 129 plaintiffs who were wrongfully terminated following the privatization of  Lawrence Livermore National Labs by Bechtel Corporation.   I’ve blogged several times about their tenacity and perseverance in pursuing justice for these 129 workers – most recently about the case being featured in the Bechtel Family Biography, The Profiters: Bechtel and the Men Who Built the World.


In true David v. Goliath style, this team of lawyers exercised determination and expertise in a battle against Lawrence Livermore Labs’ team of 1,200 lawyers. Fierce litigation, which began in 2008, included 100’s of depositions, evaluation of over 300,000 documents, countless client interviews, two separate 60 day trials in 2013, survival of multiple summary judgments, removals and remands to Federal Court and more than $1.5M in case costs. Finally, after intense mediation and negotiation, these lawyers were able to achieve a $37.25M settlement on behalf of the wronged workers, staying the course and fighting to the bitter end, no matter how big the defendant, to champion the cause of these 129 hardworking, dedicated employees whose rights were so clearly violated and disregarded by Lawrence Livermore National Labs and Bechtel Corporation.


The winner of Public Justice 2016 Trial Lawyer of the Year Award will be announced at the Annual Gala and Awards Dinner to be held on Sunday, July 24th in Los Angeles at the AAJ Annual Convention. Click here to view the full list of 2016 Finalists.


Please join us in wishing these true Champions of Justice our best!


Lisa Wagner

Senior Vice President, Advocate Capital, Inc.


Photo Credit: Public Justice

Jurors Return $840K Verdict in Rear-End Collision Case


Advocate Capital, Inc. clients Carlson Law Firm


Imagine for a moment sitting in your vehicle at a red light on an ordinary day thinking about your to-do list or maybe about plans you have with family for the weekend. Next, imagine suddenly, without warning, being struck from behind by a 17,000 pound vehicle.


That is what happened to The Carlson Law Firm’s client, Glen, who suffered mild traumatic brain injury and spinal cord injuries when his head went through the rear window of his extended cab pick-up truck when he was struck from behind by a 17,000 pound Loomis Armored Truck.


Glen’s life and the lives of his family were forever changed in that moment, yet defendants and their insurance carriers refused to accept responsibility for the negligent actions of the driver who was captured on video, eating and taking his eyes off the road when the accident occurred.


Luckily for Glen, Attorneys Todd Kelly and Julie Peschel of The Carlson Law Firm fought tirelessly to ensure Glen and his family received the justice they deserved and needed to have the best possible chance for recovery and to help pick up the shattered pieces of the life they once knew. Attorneys Kelly and Peschel took the facts of the case to jurors and although defendants refused to accept responsibility, the jurors of Bell County, Texas spoke loudly, returning an $840K verdict.


As we have said many times, without trial lawyers like those of The Carlson Law Firm who are willing to fight, often for years, at their own expense, consumers like you and me are at the mercy of big corporations and insurance carriers who refuse to accept responsibility for harm caused by the negligent acts of their representatives or those they insure.


This, my friends, is what trial lawyers do! Congratulations to Glen and to The Carlson Law Firm on achieving justice!


Lisa Wagner

Senior Vice President, Client Services


Advocate Capital, Inc. Celebrates 17th Anniversary


Advocate Capital, Inc. is celebrating another great year of service! Since 1999, we have been helping plaintiff lawyers get even better results for their clients through strategic financing and our Case Expense Funding product. Now, in our 17th year, the staff at Advocate Capital, Inc. continues to strive toward assisting law firms in their fight against injustice and protecting our seventh amendment rights.


Advocate Capital Inc. 17th Anniversary


To commemorate 17 years in the business, Advocate Capital, Inc. held a special anniversary party at our Nashville office. Employees gathered together for a catered lunch from Maggiano’s Little Italy, complete with tiramisu and chocolate cake (yum!). We are very thankful to have such a wonderful team at Advocate Capital, Inc. and know that their hard work and service helped us reach this milestone. You can check out more photos from our 17th anniversary party on our Facebook page and on Google+.


Advocate Capital, Inc. would also like to thank all of our clients, vendors, and friends who have continued to support us the last 17 years. We look forward to many more celebrations in the future!


Michael J. Swanson

President and Chief Executive Officer


Nursing Home Tort Reform and Caps in Arkansas


Copyright : niroworldThe Arkansas Health Care Association (the state nursing home lobby) has raised more than $300,000 to put a cap on attorney fees and “non-economic” damages from negligence and medical malpractice at a meager $250,000. Legal fees, after costs, would be capped at a sparse $83,000. According to the Ethics Commission filings, the group has already pitched in $250K. An additional $62K came from two nursing home chains in Arkansas. It is also reported that several doctors and pharmacists have contributed as well.


Caps on non-economic damages deprive the elderly of one of their few options for significant recovery. The vast majority of Plaintiffs can claim economic damages and the cost of medical care. However, those options are not available to nursing home residents, whose working lives are over. Most elderly patients already have medical care financed through Medicare. The life of a mistreated senior citizen would be worth $250,000 – – -period.


As we have blogged about many times here at Advocate Capital, Inc., there is no credible evidence that lawsuits have a substantial impact on nursing home cost or that there is a correlation between the quality of care and the cost of care.


Constituents in Arkansas, please consider not signing this ballot when asked to do so.


The full article authored by Max Brantley and published by the Arkansas Times is available here.


Donna A. Jones

Senior Vice President


Photo Credit: niroworld

We Are Hiring – Accountant


Photo Credit : Michael BrownAdvocate Capital, Inc. is recruiting for a new Accountant to add to our MetroCenter (Nashville, TN) office.


A successful candidate has a background in Accounting and Management Reporting, full month end close, journal entry preparation, balance sheet reconciliation, demonstrated problem resolution and critical thinking.


If you are interested, please submit your resume for consideration to


You can view the job posting on LinkedIn here:


Mary Berst

Director of Finance and Administration


Photo Credit: Michael Brown

Patti Birdsall Named 2016 Paralegal of the Year


As seen on Bloomberg, MarketWatch, and Yahoo! Finance.


Advocate Capital, Inc. Paralegal of the Year Award winner Patti BirdsallPatti Birdsall, litigation paralegal at VB Attorneys in Houston, Texas is this year’s recipient of the Advocate Capital, Inc. / American Association for Justice (AAJ) Paralegal of the Year Award. Birdsall was nominated by Attorney Brian Beckcom, a founding partner at the firm. Beckcom says, “In the six years she’s been at VB Attorneys, Patti has helped over a dozen people not only learn to do their jobs but become as passionate about their jobs as she is. Her passion is infectious. Her passion is our office culture.”


As a litigation paralegal at VB Attorneys, Birdsall researches and uncovers evidence in cases, builds relationships with clients, and mentors other staff around the office. Attorney Beckcom says, “This is not a job to Patti… She’s taken first year associates on discovery field trips, taught best practices to new paralegals at the firm, helped legal assistants make the transition to paralegal, and detected crucial evidence in several cases.”


Birdsall also helps the firm by following legal news, serving in several national law organizations on product liability, and attending conferences to ensure she is informed on the latest research and litigation practices to get clients the best results. In addition to her role at VB Attorneys, Birdsall is very involved in her community. She actively volunteers at the Houston Food Bank and rehabilitation centers like “Project Walk.”


To be considered for this prestigious award, candidates must have demonstrated their value as members of a legal services team, shown dedication to the legal profession, and shown dedication to AAJ’s mission. Birdsall was selected from numerous entrants by the AAJ Paralegal of the Year Committee. In addition to a beautifully engraved award trophy, she will receive free airfare, hotel and conference registration for the AAJ Annual Convention July 22-25th, 2016 in Los Angeles, CA.


“We are so pleased to be able to collaborate with AAJ on this important award. Paralegals are a key component to any successful law firm. We hope that this award will help draw attention to the important work that they do in our Nation’s civil justice system,” commented Advocate Capital, Inc.’s President and Chief Executive Officer, Michael J. Swanson.


Advocate Capital, Inc. is the premier provider of strategic financial products and accounting services for successful trial law firms nationwide. It has served the plaintiff bar for more than 17 years from its headquarters in Nashville, TN and now enjoys a client base that extends nationwide. For more information, visit


Happy Fourth of July!


Copyright : Dung Tran ThiIn observance of the Fourth of July holiday, our offices will be closed on Monday, July 4th.


All payments received after 3:00 p.m. and all loan advances received after 4:30 p.m. on Friday, July 1st will be processed promptly on Tuesday, July 5.


Should you have any questions regarding the processing of any transaction, please contact our Accounting Team at 1-615-577-5448 or by email to this address:


The entire Advocate Capital, Inc. Team wishes a safe holiday to all of our valued customers, staff and their families.


Mary K. Berst

Director, Finance and Administration


Photo Credit: Dung Tran Thi

Debi Chalik – Part 2 of 2 – Changing Laws to Protect Consumers


Be sure to watch Part 2 of Mr. Swanson’s interview with Attorney Debi Chalik of the Law Offices of Chalik & Chalik to learn how their law firm and clients were instrumental in changing law in Florida to protect consumers who want to go parasailing.



Tina Burns

Vice President


Missouri Association of Trial Attorneys 58th Annual Convention


MATA booth 2016Last week, Michelle Rigsby and I attended the 2016 Missouri Association of Trial Attorneys  conference in Branson, MO. The Association hosts a great convention every year and this year was no exception.


The 2016 MATA meeting was held at the Branson Conference Center with a host of activities planned for the attorneys, their families and exhibitors. The CLE program included updates on the law, a specialized Workers’ Compensation track and a judicial forum. The highlight of the conference was a mock jury trial using details from a real case. Events for the attorneys and their families included a carnival, golf tournament, and 5K run/1-mile fun walk.


Advocate Capital, Inc. appreciates the tireless work done every day by trial attorneys and the associations that support them.  We enjoyed meeting new people and visiting with our clients and their families.


Click on the links to view our Facebook and Google+ albums from the show.


Donna A. Jones

Senior Vice President


Meet Advocate Capital Inc. Client Brianne Thomas


President and CEO Michael J. Swanson interviews Attorney Brianne Thomas of Boyd Kenter Thomas & Parrish, LLC about her experience with Advocate Capital, Inc.



Tina Burns

Vice President


Walking to Cleveland!


Walking Spree Challenge

Back on June 10th, I announced the introduction of our first ever Wellness Program.


Today in our semi-monthly employee meeting, we announced our first wellness challenge…a 517 mile virtual walk to Cleveland, Ohio, the home of our Chairman Dan Taussig. The fun starts on July 1st.


Thanks to our partnership with Walkingspree, participants will be divided into teams of two and it is a race to the infamous house of A Christmas Story. Teams will be able to track their progress via the Walkingspree app and website. Prizes will be awarded along the way, culminating in a grand prize of dinner with Dan here in Nashville, Tennessee.


Stay tuned for details on our progress!


Thanks to our committee members for their work and enthusiasm in making this happen for our associates:  Billie Hardison, Michelle Rigsby, Tiffany Orth, and Lisa Wagner.


On behalf of the Wellness Team,



Jeff Glueck

Vice President – Business Development


Email Marketing for Law Firms


Copyright : Rancz AndreiWith an inbox full of emails from reward programs to spammers, how can your law firm’s email stand out?


In a recent article, Attorney Andrew Cabasso shares some helpful tips to improve your law firm’s email marketing campaigns.


Below are a few of his suggestions:


  • Review Email Campaign Metrics: Once you have an email marketing software, you will need to evaluate if your emails are engaging your subscribers. “The most important metric for your campaign should be open rate, followed by click rate.” Please note, testing different subject lines and delivery days/times will impact these metrics so feel free to A/B test.
  • Educational Series: This type of email campaign is a great way to educate your audience about your practice. “The series should contain anywhere from 6–12 emails sent sequentially over several weeks to inform your clients. It should end with a call-to-action to either hire you or buy a product (such as your new book).”
  • Urgent Update in the Law: “By blasting out an email shortly after a new case or statute, you have the opportunity to help your clients understand what is going on and let them know what they need to do.” This type of campaign lets your subscribers know you care and available if they have questions.


(View the full article, “Marketing Emails Law Firms Should Consider Sending”)


Be sure to check out the full list of campaign tips from Attorney Cabasso to try and help your law firm emails attract new clients and engage referral sources.


Tina Burns

Vice President


Photo Credit: Rancz Andrei

What Makes Employees Want to Stay?

Copyright: stockbroker / 123RF Stock Photo


According to a recent article in The Tennessean by Doug Claffey, the CEO of Workplace Dynamics, over 37% of employees looked for better jobs elsewhere – up from 35% in 2014.  It goes without saying that high-performing organizations want to reduce turnover.  So the natural question is – what makes employees want to stay?


According to Mr. Claffey, “It’s when organizations focus on what really matter: connection, alignment and execution.  Healthy organizations thrive when people feel connected.”  It is senior leaders’ responsibility to ensure that this connection occurs – that “employees understand where the company is going and how it is going there.”


The article offers some great insight into how to form organizations that foster this connection.  The full article can be read here.


Tina Burns

Vice President, Marketing


Photo Credit: stockbroker

What Should I Do If I’ve Been Injured at Work?


Be sure to watch President and CEO Michael J. Swanson‘s interview with Brianne Thomas, from Boyd Kenter Thomas & Parrish, LLC, to learn what you should do if you are ever injured at work.



Tina Burns

Vice President


What is Desk Yoga?


Copyright : vasilkovs

The Advocate Capital Inc. Wellness Committee kicked off the first Lunch & Learn series on Tuesday, June 21 with an introduction to desk yoga. Fitness Professional Susan McDonald lead employees through a series of easy yoga poses she developed for people to do at their desks.


Susan stated, “Desk yoga is something I advocate for all my students — and myself, for that matter. We all spend so much of our time in seated, rounded forward positions, and we now know that sitting like this for prolonged periods can adversely affect posture, breathing, circulation, hip mobility, heart health, and even brain function, among other things.”


Along with seated stretches and breathing exercises, Susan’s ‘Take 5 Yoga Break’ included standing stretches using desks, chairs, and walls as props requiring no special skill or prior yoga experience. Click the links below for some important health information and two workouts:


Don’t Just Sit There!

Take 5 – Desk Yoga

Take 5 – Desk Yoga II


This first event was well received by all participants and we highly recommend trying it within your office.


Jeff Glueck

Vice President, Business Development


Photo Credit: vasilkovs

Case Expense Financing at a Net Cost of Less Than 1%*

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