Is your firm ready for 2026? You don’t have to go into the new year alone. Learn how the team from Focus Partners Advisor Solutions and our practice management team can help you prepare for the challenges and opportunities ahead.  

During this session, our thought leaders will explore valuable insights and actionable strategies to help accelerate growth, scale your business without adding headcount, enhance client relationships, and position your practice for long-term success. As part of the discussion, a member of our independent advisor community will share how we helped his firm break through the next stage of growth by identifying problem areas, outsourcing back-office tasks, and increasing capacity.

Your hosts:

• Ben Slater, CFS®, CEPA® | Managing Director– West at Focus Partners Advisor Solutions
• Sean Brooks, AIF®, CEPA® | Managing Director – Central at Focus Partners Advisor Solutions
• Vincent Crivello | Director, Practice Management of Focus Partners Advisor Solutions
• Ari Crandall, CFP® | Managing Partner – Premier Wealth Advisors

 

This is for informational purposes only. The content does not purport to present a complete picture, but Focus Partners believes the information is representative of issues and needs facing some clients and why they may seek this service. This should not be construed as specific investment, tax, or legal advice.  

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. 

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