Focus Financial Partners @FocusFinancial
A leading partnership of independent wealth advisors. #PrivateEquity #FinancialServices #RIA focusfinancialpartners.com NY/CA/FL/TX Joined September 2013-
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Financial advisors spend their careers helping others plan for retirement, but have you planned for your own? wsj.com/articles/how-o…
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About 62% of independent advisors don’t have a succession plan. Focus Successions can help. wsj.com/articles/succe…
Do you know the four keys to finding the right contingency plan partner? Contact Focus Successions to learn more. wealthmanagement.com/business-plann…
Succession planning is not just a defensive tactic. Focus Successions can help. Contact us to learn more. bit.ly/1Rjnfk0
Finding the right successor fit is crucial, Focus Succession can help. fa-mag.com/news/finding-a…
Almost 70,000 advisors with over $2 trillion in AUM will retire over the next 5 years. Evaluate your plan today. thinkadvisor.com/2016/01/13/emb…
Some of the best succession plans are growth plans that morph into succession and continuity plans over time. wealthmanagement.com/business-plann…
“If the fiduciary standard is approved, I have to believe that succession plans get mandated” Do you have a plan? bit.ly/1TkprIN
Succession planning is not just for the old and nearly retired. Let us help you think about your plan today. bit.ly/1Uvo7RU
Cerulli: Firms with more than $500M in AUM are in the best position to attract advisors seeking succession plans. thinkadvisor.com/2016/01/20/meg…
“A successful succession plan can ensure that your business lives on after you die.” Focus Successions can help. bit.ly/1PVAGWe
80% of succession plans are informal at best. Focus Successions can help. bit.ly/1Ypz7D0
Focus Successions can help you evaluate alternative solutions for the longevity of your business. on.wsj.com/1Ib3weI
A succession plan is "a continuity plan to maintain your business and family wealth." Do you have a plan? nasdaq.com/article/busine…
Even in the best circumstances, planning for an orderly business succession should begin well in advance. msbusiness.com/2015/10/mark-b…
Over 80% of businesses will change hands in the next 10 years. Where is your business on the “succession highway”? forbes.com/sites/ey/2015/…
According to Baker Tilly International, four out of five US family business owners are not succession-ready. bit.ly/1jKWzLG
Business disruptions can take many forms, does your continuity plan cover all of your risks? bit.ly/1FADdmA
Thoughtfully created succession plans can help a business run better in the near term. bit.ly/1FXOoAe
Business succession planning can provide peace of mind in your personal financial planning. thespectrum.com/story/news/loc…
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Warm welcome to our US partners @FocusFinancial here to meet accounts team @GreystoneWealth ow.ly/boHS300u3jU
Terri Feeney, Colony CFO, was honored by @FocusFinancial for her excellence and dedication in financial management!
The Fiduciary Group of Savannah joins @FocusFinancial savannahnow.com/news/2015-04-0…
LinkedIn Founder Reid Hoffman Created a Company to Reinvent Bitcoin technologyreview.com/news/533326/th… >@techreview @paulvigna @mikejcasey @DCCCertified
The SEC wants to make advisor transition plans mandatory. Plan ahead, contact Focus Successions to learn more. bit.ly/1qXDCb1
the “personalized experience” clients receive from #financial #advisers is the greatest #value: ow.ly/FUt3T @FocusFinancial
Rudy Adolf @FocusFinancial advocates for #successionplanning, urges advisors avoid "terrible answer" of immortality nyti.ms/1ySNtwF
@FocusFinancial CEO Rudy Adolf featured in NY Times on succession planning for advisors tinyurl.com/n28jj4r
Happy #FF! Have a great weekend! @BarnowskiFG @tn_Taxes @DebtFreeGuys @MillennialCents @MacroTechIR @surerock1 @FocusFinancial #moneymatters
What goes into the “secret sauce” of a spectacularly successful indy #advisory firm? @FocusFinancial bit.ly/1zIml7p
@aspirationtweet @banwork @BlakeCavignac @AMJFinancialLLC @FocusFinancial @theAkashh @GiorgioFreddi33 pleasure to connect all!
Focus CEO Rudy Adolf talks succession planning. RT @FocusFinancial: When Your Financial Adviser Retires nyti.ms/1uvtem6
One of my favorites from #MSUM14: "You tell me a price, and I will give you a deal structure" (paraphrased)- Leonard Chang @FocusFinancial
Industry growing at a rate that "even if we see consolidation, we still see expansion," says Dan Bernstein #MSUM14
@FocusFinancial member firm LLBH profiled in InvestmentNews @newsfromIN investmentnews.com/article/201412…
InvestmentNews recognizes leading firms with Best Practices awards ow.ly/CSYLG
Congrats to @FocusFinancial. $80B in AUM makes them relevant for sure! bit.ly/149v5Yy
@FocusFinancial continues to be the destination of growth minded #advisory firms. bit.ly/1pMZ5Di
.@FocusFinancial just grabbed $1.4B @STRATWEALTH, sees Chicago as a growth market: thinkadvisor.com/2014/11/10/foc…
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