Focus Advisor Solutions

Help your clients defend against identity theft before it happens. Share this guide with 10 practical steps to help secure accounts, monitor for unusual activity, and protect their information. Empower your clients with actionable advice and show them what to do if they suspect identity theft.

Identity Theft Prevention: 10 Tips to Protect Your Wealth Protect your financial identity from fraud. Learn 10 practical ways to help secure accounts, monitor activity, and understand how we keep your data secure.

While school is out for the season, advisors were hard at work in Park City, UT for Learning Group Summer Camp 2026! From leadership and communication to AI, tax strategy, and private equity, this year’s program explored key themes designed to help advisors grow, connect, and lead with greater impact. Thank you to everyone who attended and helped make this event such a success.

Have you saved your spot for our upcoming webinar, “Expanding Services: What CPAs Need to Know About Adding Wealth Management,” on July 14?

This session is crafted for accounting firms looking to expand their offerings to include wealth management. During this conversation, our experts will walk through what it truly takes to launch and scale this new line of business without overbuilding internally so you can expand capabilities, maintain control, and stay focused on delivering value to your clients.

You’ll learn about the hidden operational burden of running a wealth business, why hiring internally is often the slowest and riskiest path, how our ongoing support evolves as your practice grows, and how you can use an external infrastructure to stay focused on clients. Save your seat!

https://advisor.focuspartners.com/perspectives/expanding-services-what-cpas-need-to-know-about-adding-wealth-management/