Suzanne

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About Suzanne Lawrence

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So far Suzanne Lawrence has created 2 blog entries.

Client Service Associate

Our client is an award winning financial planning firm seeking a talented Client Service Associate for their Albuquerque, NM location. The Client Service Associate provides full support to one or more Financial Planners, ensuring and enhancing client satisfaction through direct contact with clients, vendors, and other operational employees, while adhering to regulatory standards. Responsibilities: Coordinate client [...]

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 is 50 years old with only 11.7 percent of advisors below the age of 35. The dearth of younger advisors is rather alarming considering close [...]

Advisor Business Solutions specializes in financial services including practice management consulting, staff recruitment, succession plan coaching, business growth and acquisition programs. Our clients include independent broker dealers, wealth managers, CPAs and investment management firms with range of $200 million - $5 billion assets under management. Contact Us www.advisorbusinesssolutions.com or 562-439-4804.