Tracey Donavan Insurance & Retirement Services

Tracey Donavan Insurance & Retirement Services Boutique financial practice for Medical Aesthetic Practitioners. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to employee benefits, retirement, managing costs for extended periods of care and lifetime income strategies. Tracey Donavan, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.

Grateful for the opportunity to share, learn, and grow with such talented and passionate individuals at the premiere LA-...
03/27/2025

Grateful for the opportunity to share, learn, and grow with such talented and passionate individuals at the premiere LA-MCA 2025 conference in Beverly Hills, California.

Special thanks to Josh DeBasio business chair for having me speak during the business track on "Perks with a Purpose", creative retention strategies for your aesthetics team!

Dr. Kian, Angela O'Mara, Giles and Briana Barnes you created such an elevated learning experience!

Are you living in the past or using it to inspire you?....I remember the day Anna Lam walked into the Lenscrafters I was...
06/13/2022

Are you living in the past or using it to inspire you?....

I remember the day Anna Lam walked into the Lenscrafters I was working at when I was 20 years old and skillfully wooed me to a career at Cohen's Fashion Optical that would be the start of my life's trajectory. I even followed her to another company years later.

To see a woman so self possessed and in charge of her life was fascinating. The only other woman I encountered like that was my Mom, but she wasn't half as "cool".

During my 4 years at that medical/retail establishment, I managed a team of up to 7, helped to grow our store to a million dollar location, won fantastic trips, was the youngest saleswoman to achieve top 10 gross sales in the country for the franchise, and built a book of clients that came in specifically for me. We had fun, some days were tough, and I was on my feet 10 hours a day!

Sometimes as our life changes we can discount the experiences we have had. Forget them even.

Draw from experiences that you have had before which have shaped you into who you are today.

You are the ultimate creator, and the reality you wake up to each and every day you can shape, over time like clay. You may just need to develop some higher value skills.

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Leslie Tracey
Founder of www.traceydonavan.com

The best way to reach me is via email at [email protected]

Lets connect follow me and turn notifications on! Each day I share something which I hope will inspire you, and working on more education!

Host and creator of medical aesthetics business podcast interviewing the most successful and top business names in the medical aesthetics industry with practical tips to inspire your success. https://lnkd.in/eQpyJCy9

11/05/2021

New Episode Alert! 💎 💎💎💎💎

“Bookkeeping, “Girl Bosses” And Boundaries”

Today we are so excited to have Beth Blaney, owner of Beth Blaney and Associates Bookkeeping and Remote Office Support who is a unconventional, hyper intelligent woman who has built a book keeping practice from scratch over the past decade after a fruitful career in a tech startup.

In this episode, we get really raw as she talks about her motivation for starting her business, and how the passing of a loved one showed her that she was not here to play small. In addition, we discuss the term "girl boss", if the modifier is needed and Beth recounts the story of her Grandmother who was a WW2 Nurse and the experience she had with her male superiors which taught Beth that anything is possible.

Of course as we geeked out over business, numbers and cyber security insurance, Beth emphasizes the importance of not commingling funds from Day 1, starting with the end in mind when you are operating your business, setting boundaries with clients and to always remember that you are NOT the business (if you want true growth anyways). She also talks about the importance of understanding the role that your Bookkeeper and CPA play, how they are not the same (even though it can overlap with a CPA) and how important it is for your financial team to work together.

This is not an episode to be missed! Full of practical knowledge, business tips and great stories.

Hey ladies! Check out the 4th quarter reading list curated by our founder Leslie Tracey. Are there any books that you ha...
10/09/2021

Hey ladies! Check out the 4th quarter reading list curated by our founder Leslie Tracey. Are there any books that you have read on this list?

From the Desk of Leslie Tracey: 🥰Thank you to  for hosting the Dolce Mint Benev Symposium in Connecticut last week where...
10/06/2021

From the Desk of Leslie Tracey: 🥰Thank you to for hosting the Dolce Mint Benev Symposium in Connecticut last week where 25 top thread providers from around the country came together for hands on technique training on models, seminars and fun! It was a wonderful combination. I enjoyed being a speaker and taught on the topic of Asset Growth outside of the business and Business Succession Planning strategies for Medical Aesthetic Practice Owners. ⁠⠀
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It was great dancing with you all at the Masquerade ball (some of that music brought me back!!), sharing knowledge and being around such incredible minds. I look forward to staying connected with many of you over the years and continuing to grow and build together. ⁠⠀
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09/17/2021

Our founder Leslie Tracey had such a great time as a speaker on the business track at Aesthetic Next 3.0 Conference and seeing friends! Check out the video highlights!

Video: www.custom-video.com

Address

200 Crossing Boulevard, Suite 200
Warwick, RI
02886

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