Smarter Growth Starts
With Better Insights
Smarter Growth
Starts With Better Insights
You have lots of options to support your business. But to grow a roster of high-net-worth clients in today’s competitive financial landscape, you need more. That’s where we come in.
What We Offer
Our Practice Management offering is designed to help you enhance the business side of wealth management. From strategic planning to operational efficiency, we provide actionable guidance to support growth—whether you’re looking to scale your practice, refine your service model, or improve the client experience.
What We Offer
Our Practice Management offering is designed to help you enhance the business side of wealth management. From strategic planning to operational efficiency, we provide actionable guidance to support growth—whether you’re looking to scale your practice, refine your service model, or improve the client experience.
How We Work
Our approach combines third-party benchmarking and internal analytics to give you a full view of how your practice compares—and where it can go. We help advisors identify the right KPIs, apply peer-reviewed insights, and adopt proven frameworks developed by and for leading RIAs.
How We Work
Our approach combines third-party benchmarking and internal analytics to give you a full view of how your practice compares—and where it can go. We help advisors identify the right KPIs, apply peer-reviewed insights, and adopt proven frameworks developed by and for leading RIAs.
Guiding Principles Behind Our Approach
Data-Driven
Informed by industry research and proprietary analytics. With our resources, advisors will gain greater flexibility and more time to focus on what matters most—building deep relationships that transform clients’ lives.
Outcome-Focused
We’re centered on principles, not prescriptions. At every stage, you can count on us to be a reliable partner, a source of insight, and a driver of growth.
Client-First
Our offering is built around the fiduciary standard to always do what’s in the best interest of you and your clients.
What Sets Our Practice Management Support Apart
- Insights drawn from 2,500+ RIA firms through benchmarking studies
- Proprietary data from 5,000+ Focus Partners households
- Metrics and KPIs from 225+ Focus Partners Wealth advisors
- Peer coaching from 10+ advisors with 20+ years of experience
- Workshop-style and self-guided learning via our Focal Point programs
- Strategic support from dedicated field leaders
- Curated content from top industry partners including Charles Schwab, DFA, Fidelity, and BlackRock
* As of March 31, 2022 BSP had $3.04 billion of discretionary regulatory assets under management and $15.46 billion of non-discretionary regulatory assets under management. In addition, BSP provides administrative, back-office and retirement plan services to $20.17 billion of assets managed or advised by the independent firms that hire BSP for its services. In the aggregate, the total number of assets under management or administration was $38.66 billion.
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. Numerous representatives of Focus Partners may provide investment philosophies, strategies, or market opinions that vary. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Please be advised that Focus Partners only shares video and content through our website or other official sources. Services and investment advice are only provided pursuant to an advisory agreement with the client. RO-25-4440030
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