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focus financial

Industry News & Trends

Focus Financial’s Connectus Launches Business Development Program Focus Financial’s Connectus Launches Business Development Program

Connectus, Focus' shared services RIA, will provide several business development functions, including marketing, digital onboarding, family office and back-office services.

byAsia Martin, Reporter

Feb 17, 2021

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1 Min Read

Transparency with Diana B podcast

Professional Development

Transparency with Diana B.: Dealing with Personal Traumas of the Past Transparency with Diana B.: Dealing with Personal Traumas of the Past

byDiana Britton, Moderator

Feb 17, 2021

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Diversity & Inclusion

Leading Your Firm in Diversity, Equity and Inclusion Leading Your Firm in Diversity, Equity and Inclusion

byGabriel Garcia

Feb 16, 2021

1 Min Read

Love Hurts: A Financial Advisor Breaks up a Romance Scam

Client Relations

Love Hurts: A Financial Advisor Breaks up a Romance Scam Love Hurts: A Financial Advisor Breaks up a Romance Scam

Feb 12, 2021

1 Min Read

LPL Financial sign

Industry News & Trends

LPL’s M&A Program Goes Live LPL’s M&A Program Goes Live

byDiana Britton, Moderator

Feb 11, 2021

1 Min Read

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Ten Ways to Incorporate Video into Your Practice Ten Ways to Incorporate Video into Your Practice

byStephen Boswell, Kevin A. Nichols

Feb 10, 2021

Client Relations

How to Overcome the Human Listening Bias Trap

How to Overcome the Human Listening Bias Trap

byMatt Oechsli, Columnist: The Inner Game

Know How to Handle Net Unrealized Appreciation

Know How to Handle Net Unrealized Appreciation

byKevin McKinley, Columnist: Generations

Business Planning

How Should an RIA Rate Its COO?

How Should an RIA Rate Its COO?

byMatt Sonnen, COO

Independent RIA Vs. Tuck-In: A Guide for Advisors Seeking Independence

Independent RIA Vs. Tuck-In: A Guide for Advisors Seeking Independence

byTravis Johnson

Merrill Lynch

Merrill’s Retire-in-Place Contracts Leave Senior Advisors in Golden Handcuffs

Merrill’s Retire-in-Place Contracts Leave Senior Advisors in Golden Handcuffs

byMindy Diamond, CEO, Diamond Consultants

Client Relations

My Life as a Client: Whose Team Are You On?

My Life as a Client: Whose Team Are You On?

byAnne Field, Columnist: Fix My Business

Mindy diamond podcast

An Exclusive Deep Dive into the 2020 Schwab RIA Benchmarking Study

An Exclusive Deep Dive into the 2020 Schwab RIA Benchmarking Study

byMindy Diamond, CEO, Diamond Consultants

Growth Strategies

Questions to Help Advisors Qualify CPAs

Questions to Help Advisors Qualify CPAs

byStephen Boswell, Kevin A. Nichols

Michael Kitces' #FASuccess Podcast: Alex Hopkin on the Evolution of Paraplanning

Michael Kitces' #FASuccess Podcast: Alex Hopkin on the Evolution of Paraplanning

byMichael Kitces

Next-Gen Wirehouse Advisors Are Hitting Pause on ‘Retire-in-Place’ Plans

Next-Gen Wirehouse Advisors Are Hitting Pause on ‘Retire-in-Place’ Plans

byDeborah Aronson

Business Planning

Is Your Firm a Learning Organization?

Is Your Firm a Learning Organization?

byWalter K. Booker, Chief Operating Officer

Opinion: Main Street vs. Wall Street Misses the Point

Opinion: Main Street vs. Wall Street Misses the Point

byMazi Bahadori

Client Relations

The Value of Values

The Value of Values

byScott MacKillop, CEO

Client Relations

Why Advisors Should Care About GameStop

Why Advisors Should Care About GameStop

byPenny Phillips, co-founder and President

Mindy diamond podcast

Mindy Diamond on Independence: 7 Real-World Lessons We Learned on Succession Planning

Mindy Diamond on Independence: 7 Real-World Lessons We Learned on Succession Planning

byMindy Diamond, CEO, Diamond Consultants

nursing home healthcare worker

Professional Development

Skilled Nursing Investors Hold On, Despite Pandemic

Skilled Nursing Investors Hold On, Despite Pandemic

byBendix Anderson

Starting the Plan Year with a Compliance Review

Starting the Plan Year with a Compliance Review

Business Planning

Minimizing Client Defections During Your Payout Period: Part 3

Minimizing Client Defections During Your Payout Period: Part 3

byRoger Sheffield

Thanks, Robinhood, but These Traders Now Want Professional Help

Thanks, Robinhood, but These Traders Now Want Professional Help

byKamaron Leach

Client Relations

Five Traits Social Justice Investors Look for in a Financial Advisor

Five Traits Social Justice Investors Look for in a Financial Advisor

byAndrea Longton, Founder

Industry News & Trends

Can You Pass the U.S. Citizenship Test?

Can You Pass the U.S. Citizenship Test?

Financial Planning

The M&A Trends Set to Shape Wealth Management in 2021

The M&A Trends Set to Shape Wealth Management in 2021

byDiana Britton, Moderator, Managing Editor

Business Planning

The 4 Basic Success Tenets of Elite Advisors

The 4 Basic Success Tenets of Elite Advisors

byMatt Oechsli, Columnist: The Inner Game

Michael Kitces' #FASuccess Podcast: Sten Morgan on Quanitifying the Value of His Financial Advice

Michael Kitces' #FASuccess Podcast: Sten Morgan on Quanitifying the Value of His Financial Advice

byMichael Kitces

In a Virtual World, Being “Well-thy” Takes on a Whole New Meaning

In a Virtual World, Being “Well-thy” Takes on a Whole New Meaning

byAbby Salameh, Chief Marketing Officer

Biden’s Plan for Social Security and Medicare

Biden’s Plan for Social Security and Medicare

byMark Miller, Product Manager

Transparency with Diana B podcast

Professional Development

Transparency with Diana B: Battling Lymphoma in the Midst of a Pandemic

Transparency with Diana B: Battling Lymphoma in the Midst of a Pandemic

byDiana Britton, Moderator, Managing Editor

Ikigai: The Power of Purpose

Ikigai: The Power of Purpose

byWalter K. Booker, Chief Operating Officer

Client Relations

Permanent Rifts or Temporary Fissures?

Permanent Rifts or Temporary Fissures?

byPatricia M. Angus, Founder & CEO