During this webinar, a few of the newest members of our community share their stories of leveraging the resources of a strategic partner. They take a deep dive into how this partnership has impacted their day-to-day lives, their experiences transitioning their clients’ accounts, and how this evolution has powered their firms in unexpected ways.
May 21, 12:00 p.m. CST
Members of our community share their stories of leveraging the resources of Focus Partners Advisor Solutions.
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.
This presentation is for informational purposes only. The information provided 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. Nor should it be construed as, specific investment, tax, or legal advice.
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Focus Partners Advisor Solutions
When advisors work with Focus Partners Advisor Solutions, they gain the strength of a nationwide community of wealth management professionals. With the support of a diverse team of financial planning leaders, tax professionals, investment researchers and portfolio managers, advisors are able to orchestrate a bespoke plan, tailored to each client’s unique situation. Clients benefit from Focus’s team of dedicated professionals who are constantly exploring and assessing the ever-changing landscape of investments, tax code, markets and planning strategies—with a singular focus on maintaining an evidence-driven, fiduciary approach that puts client’s interests first.
