May 21, 12:00 p.m. CST

The decision to align with a strategic partner can feel stressful and overwhelming, especially when coupled with an unknown impact on your firm, your clients, and your future. But what is it really like to utilize the resources of an outsourcing firm? Get the inside scoop from advisors who made the leap.

During this webinar, a few of the newest members of our community share their stories of leveraging the resources of a strategic partner. They take a deep dive into how this partnership has impacted their day-to-day lives, their experiences transitioning their clients’ accounts, and how this evolution has powered their firms in unexpected ways.

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Your hosts:

• Sean Brooks, AIF®, CEPA®| Divisional Manager – Central at Focus Partners Advisor Solutions
• Ben Slater, CFS®, CEPA®| Division Manager – West at Focus Partners Advisor Solutions