Supporting Client-Focused Advisors On Their Quest For Excellence
Supporting Client-Focused Advisors On Their Quest For Excellence
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.
We partner with both seasoned advisors who are running substantial fee-based practices as well as startup firms with solid business plans focused on providing personal, comprehensive wealth planning. Collectively, Focus Partners Advisor Solutions serves financial planners looking to make a difference in their clients’ lives.
You may be a fit if you:
- Are dedicated to giving your clients the highest level of service and want a partner to help you maximize your time to do so.
- Believe that a holistic wealth management approach can help clients reach and enjoy their goals.
- Believe in implementing financial decisions based on an investment research. Our approach focuses on building a portfolio with the goal to increase the probability the plan will be successful.
"Whether it’s our dedicated back-office service teams, advanced planning resources fueled by the talent of some of the brightest minds in the business, the experience of your day-to-day regional director coach or a like-minded community whose goal is making a difference, we focus on providing valuable experiences for our advisors so they, in turn, can provide a meaningful experience for their clients.”
-Adam Birenbaum, Chief Executive Officer
* 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.
Are you one of our common partner personalities?
Investment Focused
Advisors searching for investment solutions to develop time efficient, personalized plans for every client, starting with multiple sets of customizable and highly diversified model portfolios.
Planning Centric
Advisors who understand the benefits of supporting clients’ goals means more than just talking investments. This group appreciates that every client comes with unique complexities. In order to scale their business and support the needs of their clients, these advisors are looking to leverage a wealth of knowledge and efficiencies to succeed.
Offering Extra
CPAs, attorneys and other professionals who offer financial advising and planning-based services to their clients but need turnkey investment solutions and support to complement their planning strategies and maximize their time.
Just like your clients, every advisor is unique.
Just like your clients, every advisor is unique.
We’d love to learn more about you and your business to understand how we can support your journey toward building your dream practice. Let’s talk to see if we may be a fit for supporting your unique needs.
We’d love to learn more about you and your business to understand how we can support your journey toward building your dream practice. Let’s talk to see if we may be a fit for supporting your unique needs.
