Facet’s Solutions for Advisors

Facet helps financial advisors develop and execute strategic plans for their firm.
Click below to see how we can help you.

Free-Up Firm Capacity

Typical Firm Profile

Firms looking to increase capacity without adding staff

$300M
AUM

7
Employees

250
Households

2 CFP®
Professionals

Solution

After a period of growth, firms need to either hire more advisors or shoulder the extra work themselves, which means working nights and weekends. Neither choice is practical.
Facet works with such firms to segment their practice and purchase all clients that create scarcity of their time or are no longer profitable for the firm.
As a result, firms are able to focus on their sweet spot of clients with over $250k of AUM, giving every client additional service and attention while also increasing firm profitability.

Sound like your firm? Click here and talk to one of our experts today.

Free-Up Firm Capacity

Challenge

Firms looking to increase capacity without adding staff

$300M
AUM

7
Employees

250
Households

2 CFP®
Professionals

Solution

After a period of growth, firms need to either hire more advisors or shoulder the extra work themselves, which means working nights and weekends. Neither choice is practical.
Facet works with such firms to segment their practice and purchase all clients that create scarcity of their time or are no longer profitable for the firm.
As a result, firms are able to focus on their sweet spot of clients with over $250k of AUM, giving every client additional service and attention while also increasing firm profitability.

Sound like your firm? Click here and talk to one of our experts today.