“How the imaginative and prescient has grown.”
That’s a headline on the Focus Monetary Companions web site. And there’s plenty of reality in that assertion.
Based in 2004 by Rudy Adolf, Lenny Chang, and Rajini Kodialam, the American Specific alums
acknowledged a possibility to increase entry to capital for impartial advisors trying to obtain scale and enhance development, in addition to monetize their life’s work.
In a conversation on this series in 2022, Rudy shared his imaginative and prescient and literal historical past of the agency’s position in reworking the impartial area. Then, a yr later, Rudy, Lenny, and Rajini left to discover new endeavors.
Michael Nathanson is now the CEO of Focus Monetary Companions, taking the helm of a brand new technology of development for the Focus ecosystem, which has grown to greater than 90 associate corporations in additional than 38 states, plus Australia, Canada, Switzerland, and the U.Okay.
Michael was the CEO of 1 such associate agency, The Colony Group, when he was a guest on our show in 2023. Michael described how Focus was the best answer to assist them develop their agency from $1B to $20B.
On this episode, Michael talks candidly with Louis Diamond about his new position because the CEO of Focus, together with:
Plus, Michael shares his ideas on the way forward for independence and way more. It’s uncommon entry to a pacesetter who constructed his wealth administration profession from the bottom up—a novel lesson for advisors and enterprise leaders alike.
