Succession Planning: Not Just a Defensive Tactic

One of the most common traits of successful RIAs is succession planning. Sometimes a robust business continuity plan helps attract new clients while retaining the existing ones. Below is one such real-life example from a partner I’ll call Peter.*

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Getting Clients to Spontaneously Sing Your Praises

Every marketing guru tells financial advisors to consistently ask clients for referrals, which is very good advice.

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Focus Financial Obtains $1B for Growth

Focus Financial Partners says it has nearly doubled its credit facility to $1 billion to further support its growth plans. Bank of America, SunTrust, J.P. Morgan, Citizens Bank, U.S. Bank and other financial groups are extending the funds to the wealth-management partnership.

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How Focus Financial Partners Works

The Future of Wealth Management

We are always interested in meeting with quality independent registered investment advisers. If you are an independent RIA and would like to learn more about the Focus partnership of RIAs, please watch this video.

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