Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services.
Joined September 2013
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5 May 2016
Financial advisors spend their careers helping others plan for retirement, but have you planned for your own? wsj.com/articles/how-one-fin…
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27 Apr 2016
About 62% of independent advisors don’t have a succession plan. Focus Successions can help. wsj.com/articles/succession-…
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20 Apr 2016
Do you know the four keys to finding the right contingency plan partner? Contact Focus Successions to learn more. wealthmanagement.com/busines…
30 Mar 2016
Succession planning is not just a defensive tactic. Focus Successions can help. Contact us to learn more. bit.ly/1Rjnfk0
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23 Mar 2016
Finding the right successor fit is crucial, Focus Succession can help. fa-mag.com/news/finding-a-li…
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17 Mar 2016
Almost 70,000 advisors with over $2 trillion in AUM will retire over the next 5 years. Evaluate your plan today. thinkadvisor.com/2016/01/13/…
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9 Mar 2016
Some of the best succession plans are growth plans that morph into succession and continuity plans over time. wealthmanagement.com/busines…
3 Mar 2016
“If the fiduciary standard is approved, I have to believe that succession plans get mandated” Do you have a plan? bit.ly/1TkprIN
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3 Feb 2016
Succession planning is not just for the old and nearly retired. Let us help you think about your plan today. bit.ly/1Uvo7RU
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27 Jan 2016
Cerulli: Firms with more than $500M in AUM are in the best position to attract advisors seeking succession plans. thinkadvisor.com/2016/01/20/…
17 Dec 2015
“A successful succession plan can ensure that your business lives on after you die.” Focus Successions can help. bit.ly/1PVAGWe
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9 Dec 2015
80% of succession plans are informal at best. Focus Successions can help. bit.ly/1Ypz7D0
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2 Dec 2015
Focus Successions can help you evaluate alternative solutions for the longevity of your business. on.wsj.com/1Ib3weI
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18 Nov 2015
A succession plan is "a continuity plan to maintain your business and family wealth." Do you have a plan? nasdaq.com/article/business-…
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28 Oct 2015
Even in the best circumstances, planning for an orderly business succession should begin well in advance. msbusiness.com/2015/10/mark-…
21 Oct 2015
Over 80% of businesses will change hands in the next 10 years. Where is your business on the “succession highway”? forbes.com/sites/ey/2015/09/…
7 Oct 2015
According to Baker Tilly International, four out of five US family business owners are not succession-ready. bit.ly/1jKWzLG
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2 Oct 2015
Business disruptions can take many forms, does your continuity plan cover all of your risks? bit.ly/1FADdmA
30 Sep 2015
Thoughtfully created succession plans can help a business run better in the near term. bit.ly/1FXOoAe
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16 Sep 2015
Business succession planning can provide peace of mind in your personal financial planning. thespectrum.com/story/news/l…