Author Archives: jamiedesigns

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

By Suzanne Patrick-Lawrence Part of the succession planning process for any business needs to include a fundamental decision about how the owner will eventually cash out. When the exit strategy

By Suzanne Patrick-Lawrence “Culture” has become a buzzword over the past decade as companies have increasingly recognized the challenges that come with attracting and retaining talent. Financial services firms develop

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

By Suzanne Patrick-Lawrence After an uncertain year, many of us are rethinking our long-term plans and re-evaluating our business decisions. One big decision may impact the future of your practice. 

By Suzanne Patrick-Lawrence  The pandemic has dealt a heavy blow to women in the workforce. In September alone, 865,000 women left the workforce, compared to 216,000 men. (1) That means