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RESOURCES FOR ADVISORS

At Focus Financial, we are committed to providing the best client-oriented, independent financial advice within the industry. This starts with taking care of our network of independent financial advisors first. Everyday, we strive to provide the most comprehensive support and beneficial resources to help you better serve your clients and grow your practice at every stage of your career.

YOUR PRACTICE TRANSITION

Transitioning your practice with Focus Financial is easy and efficient!

Trust our business development department to help create your personalized transition plan and guide you through the process with individualized services that fit your specific needs while minimizing disruption to your practice.

Joining our network of independent financial advisors provides you with a host of benefits that are unavailable at other asset management companies. Let our compliance department manage your practice’s tedious supervisory responsibilities, so you have more time to focus on serving your clients. Our registered investment advisory platform gives you full discretion, two low-fee platforms to choose from, and the freedom to set your own fee structure (hourly, on retainer, or by plan).

GROWING YOUR PRACTICE

Develop your brand, leverage your messaging, and grow your financial planning business with our marketing communications department. With access to thousands of pre-approved marketing materials, we will work with you to customize and implement a professional client communications plan. Through tailored support and continual guidance, we’ll build an individualized marketing plan that reinforces your current efforts and provides new tools to take your practice to the next level.

PLANNING YOUR SUCCESSION

Prepare for your future with our succession planning services for independent financial advisors. We’ve successfully developed and executed a variety of successions and are ready to help you take the next step in your career. For those interested in selling their financial planning practice, we offer exclusive buy-sell agreements and provide you with an honest valuation of your company’s assets.

Ready to Grow Your Practice with Focus Financial?

Email Chris Carlson at ccarlson@focusfinancial.com to ask about succession planning and how you can receive a valuation of your practice.