Expertise Meets Expansion
Equipping advisor with the guidance, resources, and time to build thriving, impactful practices that span generations to come.
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.
Smarter Growth Starts with Better Insights
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 frameworks developed by and for leading RIAs.
What Partnership Looks Like
Our specialists are dedicated to providing advisor practice management support that reduces burden through clear communication, consistency, and accuracy—giving you back time and peace of mind and the added benefits of:
- Learning groups
- Consulting and guidance
- Thought leadership
- Succession planning
- A like-minded, entrepreneurial peer community
Guiding Principles
We are dedicated partners to financial advisors, empowering them to build thriving, impactful practices.
A Trusted Partner
We’re here to guide advisors every step of the way, from starting their journey to seeing the ripple effects of their work in clients’ lives. At every stage, they can count on us to be a reliable partner, a source of insight, and a driver of growth
Personalized Service
Our goal is to help advisors elevate the wealth management experience and deliver personalized, high-quality service that makes every client feel like they’re the only one.
Change Makers
We strive to lead the industry by championing bold ideas and practices with a goal to set the standard. Our advisors won’t just keep up with change—they’ll be the ones making it happen.
Scale Squared
Scaling unlocks opportunities to grow, optimize processes, reduce costs, and seize new possibilities. With our resources, advisors will gain greater flexibility and more time to focus on what matters most—building deep relationships that transform clients’ lives.
A Thriving Community
We cultivate a vibrant, collaborative community of visionary advisors who challenge each other to reach new heights. In our community, growth is not just about numbers, it’s about the constant pursuit of knowledge, the embrace of innovative ideas, and the collective determination to be better and provide more value to clients.
What Sets Our Practice Management Support Apart
- Insights drawn from 2,500+ RIA firms through benchmarking studies
- Proprietary data from 5,000+ Focus 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.
Empowering Growth Through Partnership: How Connected Wealth Solutions Scaled With Focus Unlocking capacity, capability, and confidence.
Connected Wealth’s story highlights how a strategic partnership can strengthen independence while unlocking new capacity, deeper capabilities, and meaningful growth. By leveraging Focus’ operational support, investment resources, and advisor community, the firm expanded what it could offer clients— reducing advisor operational burden, freeing up time to focus on relationships, new business, and delivering a higher impact client experience.
Services are offered through Focus 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 Focus Advisor Solutions or its representatives. Prior to January 2025, Focus 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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