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 It’s been over a year since we went into our first lockdown due to the coronavirus pandemic. With the recent increases in vaccine distribution, we’re hopefully nearing
By Suzanne Patrick-Lawrence It’s no surprise that worrying about money causes significant stress—our finances are so much more than just numbers. A study by Northwestern Mutual found that money and
By Suzanne Patrick-Lawrence Over 40% of financial advisors will retire in the next decade. With roughly 311,305 advisors practicing in the U.S. today, this means that approximately 124,522 are gearing
