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Blog Posts The Top 3 Mistakes Financial Advisors Make When Retiring
May 15, 2021in Blog Posts 0 Comments 6 Likes

The Top 3 Mistakes Financial Advisors Make When Retiring

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 jamiedesigns
Blog Posts It’s A New Year! Is It Time To Reevaluate Your Succession Plan?
January 19, 2021in Blog Posts 0 Comments 1 Likes

It’s A New Year! Is It Time To Reevaluate Your Succession Plan?

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 jamiedesigns
Blog Posts Women and Work Productivity At Home: Striking A Balance
December 15, 2020in Blog Posts 0 Comments 8 Likes

Women and Work Productivity At Home: Striking A Balance

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

by 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 2 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
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
Blog Posts Are clients asking when you will be retiring?
January 30, 2018in Blog Posts 0 Comments 11 Likes

Are clients asking when you will be retiring?

When I ask advisors how long they’ve been in the business, it usually prompts a response about how long ago they started in the business. They even elaborate more on

by Brian
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