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Not sure where to begin?Practice Optimization
Focus Partners was formed in 2006 with a simple vision: “To help Financial Professionals take their business to the next level.” Since then, Focus Partners has grown into a full service marketing and practice management firm, offering services to both Financial Professionals as well as the firms they work for.
The heart and soul of Focus Partners revolves around our coaching. Our firm and coaching team is made up of 16 professionals with an average of 20+ years experience in the Financial Services Industry. We have been advisors, branch managers, heads of training and development, sales and marketing professionals and industry coaches.
Jay Tota, Business Development
Jay Tota is a Senior Consultant and Coach who has worked in the Financial Services business for over 38 years. He transitioned from a Financial Advisor to several management positions over his career at Bache, Paine Webber and UBS. His roles as Managing Director for UBS as well as a Divisional Manager and Director of National Sales and Recruiting have made him well suited to coach brokers and build financial advisors and teams to maximize productivity. He has worked closely with many Branch Managers and Directors to implement and achieve specific goals for their offices.
Jay's reputation is well known within the financial community. His strengths include team development, client services, time management,relationship building and networking. Jay is married with five grown children. He and his wife, Joyce, reside in Hilton Head Island and the eastern shore of Maryland. He is an avid golfer with an 8 handicap.