Recent Acquisitions Focus Partners Wealth has been involved in recent acquisitions and mergers such as selling assets to The Colony Group, acquiring HoyleCohen, LLC, and merging with Buckingham Strategic Wealth. These activities indicate potential growth opportunities and avenues for partnership building.

Expansion in Financial Services Market With a focus on wealth and asset management, Focus Partners Wealth operates in a competitive landscape alongside companies like Waddell & Reed, Mercer Advisors, and Hightower Advisors. Identifying and targeting areas where Focus Partners Wealth can differentiate itself from these competitors can drive sales growth.

Strategic Tech Stack Utilizing Google Cloud, Lua, OpenResty, and Nginx in its tech stack showcases Focus Partners Wealth's commitment to leveraging technology efficiently. Highlighting how these tech tools enhance client services and data security can be a compelling sales pitch.

Wealth Planning Expertise The dedication to delivering personalized wealth planning strategies across local communities positions Focus Partners Wealth as a trusted advisor. Emphasizing the tailored approach to financial planning and client-centric values can attract potential clients seeking specialized financial guidance.

Talented Key Personnel The Colony Group, LLC, which has been involved in various acquisitions with Focus Partners Wealth, boasts strong talent, including individuals like Michael Nathanson. Leveraging the expertise and reputation of key personnel like Nathanson can enhance credibility and open doors to new sales opportunities.