For financial advisors with decades of experience, it’s natural to reflect on the journey—cold calls that turned into lifelong clients, handwritten plans, and countless milestones shared. But now, many long-standing
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
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
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
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
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
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
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
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
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
