Explore how leveraging Focus Partners’ Advanced Planning team can help you and your firm unlock an ‘Unfair Advantage’ to support your client’s needs.

In this webinar, Chief Planning Officer Jeffrey Levine and Divisional Managers Ben Slater and Sean Brooks shared how our specialized Advanced Planning team can expand your economies of scale and bring confidence and personalization to every client planning session.

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.