Our team discusses:
- What it actually takes to launch wealth management as a second line of business
- The operational lift of running a wealth business and how you can lighten that work
- Why hiring additional team members is often the slowest and riskiest path
- What functions CPA firms should notbuild themselves
- Trading and portfolio management, back-office operations, marketing, content, and advisor education
- How CPA firms can use external infrastructure to stay focused on clients
- What flexibility and ownership actually look like in practice
- How ongoing support evolves as the wealth management practice grows
- And more!
Nothing contained in this content may be relied upon as a guarantee, promise, assurance, or representation as to the future. Services are offered through Focus Advisor Solutions, LLC (“Focus”), an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus or its representatives. Focus has been part of the Focus Financial Partners partnership since 2007. Prior to July 2026, Focus Advisor Solutions was named Focus Partners Advisor Solutions. RO-26-5751990
Services are offered through Focus Partners Advisor Solutions, LLC (“Focus Partners”), an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Advisor Solutions or its representatives. Prior to January 2025, Advisor Solutions was named Buckingham Strategic Partners, LLC. Advisor Solutions has been part of the Focus Financial Partners partnership since 2007. For investment professionals only. Not for further distribution. The information provided is educational and general in nature. The information contained herein does not purport to present a complete picture, but Focus Partners believe the information is representative of issues and needs facing some advisors and why they may seek our services. The above information does not serve as the receipt of, or substitute for, personalized individual advice. ©2026 Focus Partners Advisor Solutions, LLC. All rights reserved. RO-26-5129703