Focus Financial Partners
@FocusFinancial
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Focus is an interdependent network of wealth management, business management, and related financial services firms.
Joined September 2013
Financial advisors spend their careers helping others plan for retirement, but have you planned for your own?
wsj.com
For more than three decades, Paul Pignone of Boston Retirement Advisors LLC has helped clients prepare for later life. But the 67-year-old dragged his feet and struggled for years with his own...
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About 62% of independent advisors don’t have a succession plan. Focus Successions can help.
wsj.com
Most financial advisers have probably heard they need a succession plan but relatively few of them actually have one. About 62% of independent advisers don’t have a succession plan, according to...
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Do you know the four keys to finding the right contingency plan partner? Contact Focus Successions to learn more.
wealthmanagement.com
Advisors need to understand they can’t go it alone.
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Succession planning is not just a defensive tactic. Focus Successions can help. Contact us to learn more.
wealthmanagement.com
Succession Planning: Not Just a Defensive Tactic
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Finding the right successor fit is crucial, Focus Succession can help.
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Almost 70,000 advisors with over $2 trillion in AUM will retire over the next 5 years. Evaluate your plan today.
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Some of the best succession plans are growth plans that morph into succession and continuity plans over time.
wealthmanagement.com
Succession Planning Through Smart Growth
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“If the fiduciary standard is approved, I have to believe that succession plans get mandated” Do you have a plan?
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Succession planning is not just for the old and nearly retired. Let us help you think about your plan today.
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Cerulli: Firms with more than $500M in AUM are in the best position to attract advisors seeking succession plans.
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“A successful succession plan can ensure that your business lives on after you die.” Focus Successions can help.
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80% of succession plans are informal at best. Focus Successions can help.
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Focus Successions can help you evaluate alternative solutions for the longevity of your business.
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A succession plan is "a continuity plan to maintain your business and family wealth." Do you have a plan?
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Even in the best circumstances, planning for an orderly business succession should begin well in advance.
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Over 80% of businesses will change hands in the next 10 years. Where is your business on the “succession highway”?
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According to Baker Tilly International, four out of five US family business owners are not succession-ready. http://t.co/z1LdJmaiiG
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Business disruptions can take many forms, does your continuity plan cover all of your risks? http://t.co/BLrNTt0n7S
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Thoughtfully created succession plans can help a business run better in the near term. http://t.co/mDbWU5MoV0
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Business succession planning can provide peace of mind in your personal financial planning. http://t.co/rvevo6L28S
thespectrum.com
The transfer of management control the ownership of assets can affect financial security
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