Case Study: Focus Financial Partners Social Media Strategy

Eager to learn how Focus Financial Partners is doing in regards to social media marketing? Ambassify has created a report covering the unique aspect points and improvements for Focus Financial Partners.

Continue reading to find out!

People looking into reports
Employee explaining chart for board


Focus Financial Partners is a leading partnership of independent fiduciary wealth management firms, serving clients across the globe. With headquarters in New York City, this dynamic company caters to high-net-worth individuals and families, providing them with comprehensive financial planning and investment management services. Operating in over 50 offices across the United States, Europe, Asia, and Australasia, Focus Financial Partners has established itself as a trusted partner for clients seeking personalized wealth management solutions.

Before: The Challenges of Social Media Marketing

On social media, Focus Financial Partners excels in creating engaging and informative content. Their social media platforms serve as valuable resources, offering insights into market trends, investment strategies, and financial planning tips. By sharing industry news and updates, they position themselves as thought leaders in the wealth management space. Additionally, their posts often feature success stories and testimonials from satisfied clients, showcasing the real-world impact of their services. This approach helps build trust and credibility among their target audience.

Increase reach by sharing on social media
Ideas about KPIs and OKRs for employee advocacy

After: Focus Financial Partners's Successful Social Media Strategy

Another strength of Focus Financial Partners' social media strategy lies in its emphasis on community engagement. They actively encourage dialogue and interaction with their followers, responding promptly to comments and inquiries. By fostering a sense of community, they create an inclusive environment where clients and prospects feel valued and connected.


However, there are areas where Focus Financial Partners could further improve their social media marketing strategy. Firstly, the frequency of their posts could be increased to maintain a consistent presence and keep followers engaged. Posting more regularly would allow them to share fresh content, reinforce their expertise, and stay top-of-mind with their audience. Additionally, they could explore the use of targeted advertising to reach a wider demographic and expand their client base. This would involve leveraging social media platforms' robust targeting capabilities to reach individuals who may benefit from their services but are not currently aware of the company.

Person like a company on social media
Cover of the KBC book download
How KBC increases social media engagement

Learn how KBC - one of Belgium’s biggest banks - leveraged their employees to achieve stellar social media marketing results.

Learn how you can improve your social media marketing

Discover how your employees are the hidden gem you need to fully unlock your social media marketing. Fill in the form below to see how Ambassify will drastically improve your social media marketing. Are you ready?

Ambassify Product demo video