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Blog Posts

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 Is Your Firm Looking to Support Diversity Initiatives?
November 27, 2021in Blog Posts 0 Comments 0 Likes

Is Your Firm Looking to Support Diversity Initiatives?

By Suzanne Patrick-Lawrence Did you know that Black and Latinx professionals make up only 3.8% of all professionals with the CERTIFIED FINANCIAL PLANNER™ designation, (1) despite the fact that this

by jamiedesigns
Blog Posts How Fast Should You Grow Your Team of Advisors?
September 7, 2021in Blog Posts 0 Comments 0 Likes

How Fast Should You Grow Your Team of Advisors?

By Suzanne Patrick-Lawrence Managing growth is a complex process for any professional services firm. As a team takes on new members, the flow of tasks, information, and communication will change

by jamiedesigns
Blog Posts 3 Keys to Attracting Female Advisors to Your Firm
September 7, 2021in Blog Posts 0 Comments 0 Likes

3 Keys to Attracting Female Advisors to Your Firm

By Suzanne Patrick-Lawrence Women play an increasingly important role in the financial sector each year. McKinsey estimated that women controlled $10.9 trillion in assets in July of 2020 (just over

by jamiedesigns
Blog Posts 6 Fatal Flaws That Make a Business Impossible to Sell
August 30, 2021in Blog Posts 1 Comments 0 Likes

6 Fatal Flaws That Make a Business Impossible to Sell

By Suzanne Patrick-Lawrence Part of the succession planning process for any business needs to include a fundamental decision about how the owner will eventually cash out. When the exit strategy

by jamiedesigns
Blog Posts How Financial Services Firms Can Build a Culture of Trust
August 6, 2021in Blog Posts 1 Comments 26 Likes

How Financial Services Firms Can Build a Culture of Trust

By Suzanne Patrick-Lawrence “Culture” has become a buzzword over the past decade as companies have increasingly recognized the challenges that come with attracting and retaining talent. Financial services firms develop

by jamiedesigns
Blog Posts How Top Advisor Teams Are Working Virtually
June 1, 2021in Blog Posts 0 Comments 6 Likes

How Top Advisor Teams Are Working Virtually

By Suzanne Patrick-Lawrence It’s been over a year since we went into our first lockdown due to the coronavirus pandemic. With the recent increases in vaccine distribution, we’re hopefully nearing

by jamiedesigns
Blog Posts How Worrying About Money Impacts Your Brain (And What You Can Do About It)
May 21, 2021in Blog Posts 2 Comments 6 Likes

How Worrying About Money Impacts Your Brain (And What You Can Do About It)

By Suzanne Patrick-Lawrence It’s no surprise that worrying about money causes significant stress—our finances are so much more than just numbers. A study by Northwestern Mutual found that money and

by jamiedesigns
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