Leading practice management solutions to coach and consult
financial advisors, wealth management firms, and asset managers.
FINANCIAL ADVISORS
Advisor Coaching Services: Personalized coaching tailored to your specific needs, provided by expert coaches who will guide you towards professional excellence.
Resources to Grow Your Practice: Leverage our practice management resources to effectively communicate your message and establish a robust brand presence. Access white papers, articles, templates, peer share/virtual events, and more, empowering you to enhance your thought leadership and engage and track your prospects more effectively.
Multimedia Engagement: Dive into our diverse library of podcasts, videos, and presentations, offering dynamic learning experiences tailored to your preferred style of engagement.
WEALTH MANAGEMENT FIRMS
Bespoke Offerings: Focus Partners provides wealth management firms with a comprehensive and adaptable modular suite of coaching and practice management solutions, allowing firms to tailor their approach and choose specific services that effectively augment and supplement their existing initiatives.
With decades of combined experience in the industry, the Focus Partners team has developed deep expertise through close collaboration with leading wealth management firms. They have established successful partnerships with home offices, working together on mission-critical launches and initiatives. This extensive experience positions Focus Partners as a trusted advisor, capable of providing valuable insights and strategies that have been rigorously tested and proven in the industry.
ASSET MANAGERS
Wholesaler Coaching Services: Specialized coaching services designed to address the unique needs of distribution throughout the product lifecycle; providing valuable tools, insights, and strategies to optimize operations and drive exceptional results and AUM growth.
Speaking Sponsorship Opportunities: Sponsor exclusive speaking engagements such as keynotes, conferences, advisor round table discussions, FLX Digital Events, and more, allowing you to establish yourself as an influential industry figure and promote products to key advisors and home office gatekeepers.