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Author Archives: Suzanne Lawrence

Blog Posts 4 Key Exit Strategy Steps for Financial Advisors
April 23, 2025in Blog Posts 0 Comments 0 Likes

4 Key Exit Strategy Steps for Financial Advisors

How to Create an Effective Exit Strategy Thinking about leaving your current firm or selling your practice? The process can feel overwhelming, but a well-planned exit strategy for financial advisors

by Suzanne Lawrence
Blog Posts 3 TOP REASONS WOMEN SHOULD PURSUE CFP® CERTIFICATION
July 29, 2022in Blog Posts 0 Comments 1 Likes

3 TOP REASONS WOMEN SHOULD PURSUE CFP® CERTIFICATION

Today, women are more engaged in their financial decisions than ever. By 2030, women will have control of over $30 trillion in assets due to the great wealth transfer that

by Suzanne Lawrence
Blog Posts Key Strategies to Boost Team Retention
June 28, 2022in Blog Posts 0 Comments 2 Likes

Key Strategies to Boost Team Retention

Since the beginning of the pandemic, millions of Americans have quit their jobs in what has been deemed as the Great Resignation. While this phenomenon has been experienced across all

by Suzanne Lawrence
Blog Posts Searching for the Ideal Successor
November 24, 2018in Blog Posts 0 Comments 5 Likes

Searching for the Ideal Successor

As many financial advisors who are part of the baby boomer generation inch towards retirement, a dire need for adequate and younger successors becomes incredibly important. The average advisor age

by Suzanne Lawrence

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