RCS - Focus Financial - Focus Financial Partners Update

Focus Financial PartnersAnnouncement

18/02/2021 07:00

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RNS Number : 4997P  Focus Financial Partners  18 February 2021

Focus Partner Firm Connectus Wealth Advisers Launches Excelerate With
Connectus, a Groundbreaking New Program to Drive Growth, Increase Adviser
Efficiency and Enhance Client Outcomes

NEW YORK, NY / ACCESSWIRE / February 18, 2021 / Focus Financial Partners Inc.
(NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary
wealth management firms, announced today that its partner firm Connectus
Wealth Advisers ("Connectus") is launching its groundbreaking Excelerate with
Connectus program ("Excelerate"). Combining Focus' institutional knowledge
and scale advantages with the power of a dedicated productivity
team, Excelerate will enable Connectus advisers globally to deliver an
exceptional client experience while achieving substantial operating
efficiencies.

Excelerate is a highly curated program that leverages long-standing
relationships with premier service providers already used extensively by
Focus' 71 partner firms. A distinctive feature of Excelerate is the power of
smart technology, which integrates a broad array of tools and resources to
deliver a unified experience. Through its emphasis on shared
resources, Excelerate will create significant efficiencies and scale benefits
for advisers and clients alike.

Excelerate builds on strategic relationships with global service providers
and will include local customization in the U.K. and Australia, in addition to
the U.S. The program incorporates Focus' best practices and value-add
resources, with the flexibility to allow each Connectus adviser team to
maintain their boutique approach and client service model. All elements
of Excelerate will also be made available to Focus partner firms.

Excelerate delivers capabilities across five business components, which will
substantially enhance Connectus advisers' ability to increase growth while
offering comprehensive, integrated and highly personalized client solutions.

1.   Accelerated Growth. A proprietary marketing program that enhances
business development through digital resources, adviser coaching and referral
programs.

2.   Empowered Advisers. An array of tools for developing insights and
enhancing adviser productivity, along with access to institutional research
and specialized investment alternatives that will enable better client
service.

3.   Enhanced Digital Engagement. The Intelligent Adviser Hub(1) and
personalized client portals that will facilitate digital onboarding,
customized reporting and other activities to increase client and adviser
engagement.

4.   Comprehensive Value Proposition. Family office and other specialized
services, including trusts and estate planning, cash management and credit,
and valuation and insurance, which will expand the adviser's ability to meet
evolving client needs.

5.   Dedicated Productivity Team. Specialized resources across talent
management, compliance, finance, IT, operations and cybersecurity that will
allow advisers to spend more time on value-added activities.

"We are thrilled to introduce Excelerate, a highly innovative program that is
uniquely available through our partner firm Connectus," said Rajini Kodialam,
Co-Founder and Chief Operating Officer of Focus. "Excelerate has a flexible
architecture that is designed exclusively around the evolving needs of the
adviser and client. This program will provide advisers with all the technology
and tools required to efficiently deliver holistic and highly personalized
solutions to their clients, while also giving them the resources to accelerate
the growth of their businesses. Additionally, Excelerate is built with the
objective of providing an exceptional client experience. The program caters to
the needs of sophisticated clients who want to work with advisers that offer
fully integrated capabilities within a robust digital framework."

For asociated image, please click here
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About Focus Financial Partners Inc.

Focus Financial Partners Inc. is a leading partnership of independent,
fiduciary wealth management firms. Focus provides access to best practices,
resources and continuity planning for its partner firms who serve individuals,
families, employers and institutions with comprehensive wealth management
services. Focus partner firms maintain their operational independence, while
they benefit from the synergies, scale, economics and best practices offered
by Focus to achieve their business objectives. For more information about
Focus, please visit focusfinancialpartners.com (https://pr.report/rDjOKhMm) .

About Connectus Wealth Advisers

Connectus is a global consortium of client-centric advisers that deliver
comprehensive wealth management advice through access to expanded services,
shared resources and best practices. Connectus exemplifies the spirit of
partnership and collaboration, yet celebrates the entrepreneurial mind-set of
its advisers. Connectus is designed for founders and teams who want to
continue to manage their client relationships and maintain their boutique
cultures, while gaining the operational efficiencies of shared infrastructure
and access to expanded client service capabilities.

Through Focus, Connectus advisers gain a strategic growth partner with
specialized expertise. They benefit from Focus' scale and extensive network,
continuity planning, insights and best practices. Focus is also a source of
permanent capital to accelerate growth and enhance business and client
outcomes. For more information, please visit www.connectuswealth.com
(https://pr.report/ntZcjgak) .

Cautionary Statement Concerning Forward-Looking Statements

This release contains certain forward-looking statements that reflect Focus'
current views with respect to certain current and future events. These
forward-looking statements are and will be, subject to many risks,
uncertainties and factors relating to Focus' operations and business
environment, including, without limitation, uncertainty surrounding the
current COVID-19 pandemic, which may cause future events to be materially
different from these forward-looking statements or anything implied therein.
Any forward-looking statements in this release are based upon information
available to Focus on the date of this release. Focus does not undertake to
publicly update or revise its forward-looking statements even if experience or
future changes make it clear that any statements expressed or implied therein
will not be realized. Additional information on risk factors that could affect
Focus may be found in Focus' filings with the Securities and Exchange
Commission.

Investor and Media Contact

Tina Madon

Senior Vice President

Head of Investor Relations & Corporate Communications

Focus Financial Partners

P: +1-646-813-2909

tmadon@focuspartners.com (https://pr.report/APRc4i5l)

SOURCE: Focus Financial Partners

 

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