Advisor Business Solutions: Empowering Financial Services
Welcome to the tenth episode of the Diversity in Action™ podcast Season 2!
In today's episode, we are joined by Guy Lawrence, a Senior Operations Manager of Advisor Business Solutions, Inc based in Long Beach, CA. The firm specializes
in wealth management consulting solutions since 2001 providing HR and staffing solutions, practice management (coaching advisors on how to grow their practice, make it more efficient, improve marketing) and succession planning (advisors needing a partner or finding a new firm to sell their business) for RIAs and independent financial services firms managing $200 mil - $60 bil AUM throughout the US. His role with the company includes onboarding financial services clients, managing contracts, and firm compliance. He is the lead client liaison with hiring managers needing our staffing services for a range of positions from support staff to wealth advisors, portfolio managers and analysts. He provides recommendations on hiring expectations then leads the search process for candidates, including C-Suite executives, licensed or certified staff while often building a diverse team.
Guy shared his career background with us and introduced Advisor Business Solutions, a company specializing in wealth management consulting, HR, staffing solutions, practice management, and succession planning services. He also explained the inner workings of their internship program, including the process of screening interns and matching them with suitable firms based on their interests and career goals. Some interns are curious about the financial planning industry, while others are already enrolled in related programs or seeking job opportunities. He emphasized that many firms use the internship program as an opportunity to test potential hires before making long-term commitments.
Tune in to our episode featuring Guy Lawrence from Advisor Business Solutions. Gain insights into these key areas and how their internship program can kickstart your career. Don't miss it!
Episode Highlights:
>> About Guy Lawrence
>> About Advisor Business Solutions and what he does for other companies
>> Behind the scenes of BLX internship
>> Their interview preparation and coaching
>> Starting of matchmaking process and sending interns to firms
>> Webinars offered for career development
>> Educational components and opportunities
>> Outreach program to reach more universities and organizations
>> Expansion of the program beyond fee-only firms
Episode Sponsor:
This episode is sponsored by Advisor Business Solutions, specializing in providing HR recruitment and succession planning solutions for independent financial services firms throughout the US. Their team focuses on guiding financial practices, primarily looking to hire C suite executives, licensed support staff and interns while building a diverse team, ABS is passionate about advising financial practice on shifting cultural hiring dynamics with retention in mind and coaching women in career transition and people of color seeking opportunities to access next level industry jobs. For more information and to connect with the team at Advisor Business Solutions, please visit advisorbusinesssolutions.com,
Resources Mentioned in the Episode:
>> Externship with Hannah Moore
Diversity in Action™ is all about showcasing real stories of individuals who are making an impact in the financial planning industry. You will learn how they got started in the industry, how they built their foundation, where they are headed in their careers, and their passion for making the financial industry more diverse.
It’s time to be inspired by those working to make a positive difference in the financial planning industry. It’s time to be part of this radical change!
Diversity in Action™ is a project of BLX Internship - a program for aspiring Black and Latinx financial planners. Visit our website at blxinternship.org
