News & Events
05/09/13 – Focus Partners interviewed in Family Wealth Report - Training Advisors to "Wow" Clients Click here to read the full article.
04/26/13 – Focus Partners Article in WealthManagement.com - The Return of the Wirehouse Click here to read the full article.
04/14/13 – Eric Sheikowitz, Senior Managing Partner of Focus Partners, is quoted in Investment News Click here to read the full article.
03/20/13 – How Will You Get Where You Want To Be? Click here to watch this valuable video.
03/15/13 – Be Fearless When Making a Recommendation Click here to see what advisers should be focusing on for their clients.
02/25/13 – Focus Partners is quoted in the Wall Street Journal Click here to read about some odd requests Financial Advisors get from their clients.
02/23/13 – Focus Partners is quoted in the Wall Street Journal Click here to read why Financial Advisors are afraid to go solo, and how they overcome these fears.
1/13/13 – Business Planning- As advisors build their business plan, it is important for them to envision where they want to be. Michael Silver and Eric Sheikowitz talk about visioning exercises advisors can do, as well as the importance of goal setting.Click here to watch the full video.
1/10/13 – Know and Market Your Practice- What are the traits of successful advisors and what do they do in their practices to set them apart? Michael Silver of Focus Partners offers insight into the way top advisors think about and market their practices.Click here to watch the full video.
12/30/12 – New Years Resolutions for Your Practice- Erik Sheikowitz, co-founder of Focus Partners, is quoted in Financial Planning about ways to grow your business in the new year.Click here to read the full article.
12/21/12 – Creative Client Events- Michael Silver and Erik Sheikowitz, founders of Focus Partners, talk about hosting fun holiday parties and using client birthdays, anniversaries and retirements as important milestones for arranging events.Click here to watch the full video.
12/14/12 – Marketing and Collateral Materials- Focus Partners discuss how marketing and collateral materials shape the perception that clients and prospects have of your firm.Click here to watch the full video.
12/3/12 – Focus Partners interviewed for Wealth Management magazine- Focus Partners discuss business planning for 2013, the types of New Year’s resolutions advisors should be making, and what lessons FAs should be taking out of 2012.Click here to watch the full video.
11/27/12 – Driving Profitability with Team Meetings- Focus Partners discuss different types of meetings and how critical they are in creating a profitable and energized business.Click here to watch the full video.
11/20/12 – Focus Partners Announces Special Partnership with Advisor Impact to Provide Financial Advisors a Unique Competitive Advantage Click here to read the full press release.
10/17/12 – Eric Sheikowitz, Senior Managing Partner of Focus Partners, discusses why every advisor must consider putting a business plan in place. Click here to read the full article.
09/20/12 – Business Planning and Goal Setting- Every November and December, advisors stop what they are doing and put together a business plan. Eighty percent of million dollar producers write a plan. But how do you write an effective plan to build a more efficient business?.Click here to watch the full video.
09/14/12 – Marketing Your Business With a Purpose- For advisors, it is critical to create a strong marketing strategy if you want your business to thrive. Advisors need to understand who to market to (and how to market to them) to effectively build a better practice. The team from Focus Financial offers their solutions to the age old question: How can I grow and expand?Click here to watch the full video.
08/30/12 – Differentiating Yourself in a Crowded Field of Financial Advisors- A growing and competitive field of advisors are all vying for your clients. Whether you are three months or 30 years in the business, you need something that will make you stand out.Click here to watch the full video.
08/21/12 – Running Your Business Like a Business- Most advisors need to work on the business of growing a business and think like a CEO to take their practice to the next level.Click here to watch the full video.
08/14/12 – Creating Client Relationships and Growing Your Business- With so many advisors out there, Focus Partners Founder Eric Sheikowitz stresses the importance of finding a niche and forming relationships with current and prospective clients in growing your business.Click here to watch the full video.
10/16/09 – Focus Partners is now on Twitter! Follow Focus Partners on Twitter. www.twitter.com. Just follow our username, focusvpm for daily tips, etc.