Where vision meets experience.

Are you ready to create measurable growth, deepen client trust, and set your firm apart in a competitive market?

Wide Focus helps high-potential wealth management and professional services firms strengthen their positioning, refine their client experience, and communicate confidently during change, so you can achieve sustainable results without losing sight of what matters most: your clients.
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Wealth Management and RIA Growth Strategy Consultant Erin Moyer sitting with arms folded at a table in a bright warm artistic room

Expansive vision. Precision strategy.

How your firm benefits
Actionable marketing and business development strategies are tailored to your goals, with referral channels optimized and client experiences refined so your brand becomes the obvious choice for your ideal audience.

Growth Strategy

Targeted plans to expand your reach, strengthen your value proposition, and drive measurable revenue growth for your firm.

Client Experience

Designs that elevate every client interaction and bring delight -- boosting satisfaction, loyalty, and high-value referrals in competitive markets.

Change Communications

Clear, confident messaging that guides clients and stakeholders smoothly through culture transitions, mergers, or leadership changes.

What Wide Focus Delivers for Advisory Firms

Growth strategies designed to expand revenue and market share.
Client experience design that builds loyalty and advocacy.
Clear communications that strengthen trust during transitions.

Why Advisory Leaders Choose Wide Focus

Deep understanding of the RIA and wealth management business model.
Proven results in growth, retention, and competitive differentiation.
Collaborative, practical approach that empowers leadership and advisors.