New Advisor Feedback
Over the years we have received positive comments and feedback from the advsiors who have joined Focus Financial and here are just a few of them...
John O'Keefe| Joined Focus Financial in 2009
The transition support, and training -- Having worked for a large firm I was concerned about the effort I would have to make to make the transition. I was very pleased to discover the care Focus Financial put into assisting me make the transition. Sure, the tools, processes and resources are different than what I had used before. Focus Financial has seen to it that all I need is available and easy to use in support of my practice.
Ongoing coaching, or case support -- Finally I work in a truly collaborative working environment. Everyone I have met here has offered to help at any time. One of the firm’s partners has been assigned to mentor me and he has reviewed my most important cases. In a short time since I joined Focus Financial, his help has enabled me to identify and bring in significant new business opportunities. I believe his 25+ years in the business and CFP®expertise add value to my practice.
The owners shape the direction and are in touch with life for the advisor -- It is refreshing to work with owners who are practitioners too. They know what it takes to be successful in today’s economic environment. I clearly see the thought that the owners have put into building a client and advisor friendly business. I am free to offer a range of desirable options to my clients. I would challenge you to find a better overall set of solutions. The owners have their hearts in the right place so we can do the same in working with our clients.
Overall size and culture of Focus Financial -- My experience with Focus Financial has convinced me that it isn’t the size of the firm that matters, but the quality. At every step of the way I have found this firm to be thoughtful and prepared to make any professional advisor successful. The work isn’t any different. The tools, support and attitude with which we approach the business of serving our clients might be different. It is the corporate culture that makes the critical difference. I work with a team of like minded, caring financial professionals who are committed to help me serve my clients. It doesn’t get any better than this.
Don Wilson | Joined Focus Financial in 2008
I was very impressed with the response from the Focus Financial management team when I decided to become an independent advisor. Everyone delivered what they promised – and did so on a timely basis. Their support was crucial in helping me make a successful transition.
Matt Nelson | Joined Focus Financial in 2006
Looking back, even though there was a lot of hard work to transition to independence, I now have a business with a real value that is building my own retirement goals and could provide for my family if I am gone.
Barb Kirby | Joined Focus Financial in 2006
I reached a point in my career when I asked myself, “if I’m going to be in this business for the next 20 years, what sort of environment do I want to be in?”
Focus definitely has an advisory atmosphere, compared to some of the sales environments I had experienced earlier in my career. I really appreciate being surrounded by colleagues with similar experience levels, and in many cases, similar outlooks on financial planning. I know I can drop by any advisor’s office and ask their input or advice on virtually any aspect of our business. We all seem to know that there’s more to be gained for everyone by being open and sharing ideas and information
Clients always wonder how long I’ll be in the business … or more importantly, what will happen to them if something happens to me suddenly. A number of clients have told me they appreciate that I’m part of an independent group of advisors, and they can see I have a succession plan in place that protects them.
Contact us to learn how you too can join Focus Financial as an Independent Financial Advisor. |
