We have a team of over thirty highly qualified people that offer the full range of Licensee Support Services including compliance, research, professional development, weekly brokerage, dedicated training teams and in-house paraplanning.
We have a team of over thirty highly qualified people that offer the full range of Licensee Support Services including compliance, research, professional development, weekly brokerage, dedicated training teams and in-house paraplanning.
The Infocus business system transforms a principal dependant financial planning practice into a systems- and process-driven financial services business.