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Author Archives: jamiedesigns

Blog Posts 5 Key Reasons Why Advisors Need a Succession Plan Today
November 19, 2020in Blog Posts 0 Comments 3 Likes

5 Key Reasons Why Advisors Need a Succession Plan Today

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,

by jamiedesigns
Blog Posts How Can Advisors Improve Their Firm Virtually?
November 7, 2020in Blog Posts 0 Comments 5 Likes

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. 

by jamiedesigns
Blog Posts Advisors, Should You Wait To Retire Until The COVID-19 Crisis Is Over?
October 7, 2020in Blog Posts 0 Comments 48 Likes

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

by jamiedesigns
Blog Posts What We Do And How We Can Help
August 31, 2020in Blog Posts 0 Comments 16 Likes

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

by jamiedesigns
Blog Posts My Story: Why I Love Advising Financial Advisors
August 13, 2020in Blog Posts 0 Comments 11 Likes

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

by jamiedesigns
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