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JOIN FOCUS FINANCIAL

BUILD YOUR PORTFOLIO OF CLIENTS WITH A DYNAMIC TEAM OF ADVISORS

If you’re a financial advisor looking to enhance your service offerings and thrive in a professional environment surrounded by financial experts like you, join our growing network today!

Whether you’re just getting started as an independent financial planning advisor, looking to grow your practice, or creating a succession plan for your future, we support you through every step of your career. Tap into our vast network of financial planning professionals for support and inspiration to supplement your business’s offerings and prepare for the future.

A Dependable Resource

As a registered investment advisory firm with 121 independent financial advisors practicing in 55 branch offices across eight states, Focus Financial manages over $4.9 billion in assets and has been consistently recognized as a top investment management firm in the Twin Cities.

A Platform for Success

Joining the Focus Financial network gives you access to the boutique feel of our advisor-focused firm with the experienced support of one of the country’s largest asset management companies. As a Focus Financial advisor, you’ll have access to our exclusive registered investment advisory platform to help you better serve your clients and more efficiently run your practice.

With no product channeling of any kind, you’ll always have the freedom to make the right decisions for your business and provide your clients individualized financial planning advice.

An Expert Support System

Above all else, we seek to be an advocate for our financial planning advisors. Each member of Focus Financial’s executive board maintains their own financial planning practice and understands the many challenges independent financial advisors face.

Visit our advisor resources page to learn more about how we support our advisors!

 

LEARN HOW OUR SUCCESSFUL PRACTICE TRANSITIONS MAKE THE DIFFERENCE

Many firms only offer support to help repaper an advisor’s book of business, but we know there’s much more to an effective transition than simply repapering your assets.

Before you decide to affiliate with us, you’ll receive an accurate picture of what to expect before, during, and after a transition.

As part of this service, you’ll receive a consultation, which allows us to answer your questions, address your concerns, and lay the groundwork for your next steps.

Our practice transition consultations will cover:

  • An overview of the whole process and the expected amount of time needed to complete the transition.
  • What to expect in terms of client and asset retention.
  • The training and support you should expect before, during, and after the transition.
  • The resources available for your growth and practice development.
  • Ideas on how to communicate the move to your clients and what this means to them.
  • Your expected payout, expenses, and net income after the transition.

You deserve an honest perspective on the business benefits you can expect should you decide to make the move and affiliate with Focus Financial.

Join Focus Financial Today

Contact Chris Carlson at ccarlson@focusfinancial.com to schedule your transition consultation.

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