Focus Financial Partners @FocusFinancial
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. focusfinancialpartners.com 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/…
@famagazine “Succession, Not Retirement, The Goal for Many Older Advisors.” Do you have a succession plan in place? fa-mag.com/news/successio…
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
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