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 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
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 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 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 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 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
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
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
Buy, Sell, or Hold A Succession Planning Panel Moderated by Suzanne Patrick-Lawrence Featuring Buyer by Evelyn Zohlen, CFP® Featuring Seller by Jim Johnson, CFP® Featuring Hold by J.D. Bruce During the Quarterly Education Meeting for the Financial Planning