Join us November 18, 2020 at 12:00 PM to learn the 5 Key Reasons Why Advisors Need a Succession Plan Today. Planning for clients has always been the #1 goal,
How Can Advisors Improve Their Firm Virtually?
By Suzanne Patrick-Lawrence The coronavirus pandemic has forced many financial professionals to go remote, but establishing credibility and trust with your clients can be tough when you can’t meet face-to-face.
Advisors, Should You Wait To Retire Until The COVID-19 Crisis Is Over?
By Suzanne Patrick-Lawrence The COVID-19 crisis has caused a lot of anxiety, to say the least. Many people in their 50s and 60s are now worrying about the viability of
What We Do And How We Can Help
By Suzanne Patrick-Lawrence Imagine this: you wake up one morning and realize that, just like everyone always says, life has flown by. In your dedication to helping your clients thoroughly
My Story: Why I Love Advising Financial Advisors
By Suzanne Patrick-Lawrence Financial advisors are often the ones we go to when we reach a life milestone, face an important decision, or realize we need to plan for the
