Proof of performance.

“Before Focus Forward, we were a $140 million firm running through new CSAs every year in a high-error environment. Opening and funding new accounts took 14 days, and too much of our time went to onboarding and retraining staff. Focus Forward put proven workflows into our practice, and the operation is now efficient. New accounts open and fund in five days, and we have grown to $180 million. Instead of cycling through support staff, we have used that capacity to bring on additional advisors. We’ve deepened our relationship with Focus Forward to include financial planning and investments support.”

“At $1 billion, our internal team was at capacity. New account and service volume was outpacing what we could handle without hiring. Partnering with Focus Forward gave us a way to scale operations without scaling headcount. We’ve since grown to $2 billion with the same core team. Errors and backlog have become the exception rather than the norm, and new accounts are now opened and set up for billing in about four days, down from eight. This allows our advisors to spend their time on clients instead of paperwork.”