Platinum teams up with Focus Partners to train advisers

Two consulting firms are linking together to provide a new coaching program

Dec 9, 2013 @ 9:04 am

By Trevor Hunnicutt

Platinum Advisor Strategies and Focus Partners will work together to train advisers to improve their marketing, staffing, operations and client services, executives from the firm said in a joint statement Monday.

The “Platinum Elite Coaching Program” was rolled out to the firm's affiliates last Thursday.

Platinum was launched in 2009 and works with more than 1,020 advisers. Focus Partners provides coaching and consulting services to financial advisers and other members of the financial services industry.

0
Comments

What do you think?

View comments

Recommended for you

Sponsored financial news

Latest news & opinion

DOL Fiduciary Rule: What you need to know about Acosta's decision

Labor Secretary Alexander Acosta confirmed that the agency's fiduciary rule will become applicable on June 9. Find out what advisers and firms should know when it goes into effect.

Acosta declines to extend delay of DOL fiduciary rule

Labor Secretary finds no legal basis to delay implementation; rule to become applicable June 9

Phyllis Borzi says opponents of DOL fiduciary rule face uphill climb to further delay or dilute it

Former assistant Labor secretary who crafted the rule says President Trump won't be able to get rid of it simply because he doesn't like it.

Advisers go on the offensive, getting clients ready for the next market correction

Some proactive planners are spelling out for clients the impact of a 10% or 20% correction.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print