At Advisor Business Solutions,our client centered role is working with financial advisor practices seeking guidance, support and structure to position their firms for a successful transition.
Our specialty is helping financial advisors across their entire journey.
Defining your succession plan early can add significant value to your bottom line while bringing clarity about your professional and personal future plans.
There are many big decisions to make, which not only affect your firm’s value but also impact client relationships, staff job security, family lifestyle and ability to position a smooth transition.
By Suzanne Patrick-Lawrence Did you know that Black and Latinx professionals make up only 3.8% of all professionals with the CERTIFIED FINANCIAL PLANNER™ designation, (1) despite the fact that this
By Suzanne Patrick-Lawrence Managing growth is a complex process for any professional services firm. As a team takes on new members, the flow of tasks, information, and communication will change
By Suzanne Patrick-Lawrence Women play an increasingly important role in the financial sector each year. McKinsey estimated that women controlled $10.9 trillion in assets in July of 2020 (just over
