Fusion closes in on $11B AUM transitioned

Featured by MarketWatch and Yahoo!Finance

CARLSBAD, Calif.Feb. 14, 2019 /PRNewswire/ — Fusion Financial Partners announces strategic partnership with Progressive Management Associates to bring additional resources through specialized coaching to assist break-away advisor teams with business optimization.

 

Formed two years ago by industry veterans and former HighTower executives, Mike Papedis and Kimberly Papedis, Fusion is a leading business consulting agency for wealth managers offering marketplace affiliation education, vendor due-diligence, transition project management, and business optimization. Since its inception, Fusion is one of the fastest growing consulting firms to independent advisors and has transitioned or is under contract to transition over $10B in AUM to independence.

PMA, headquartered in Long Beach, California, was founded by Stuart Friedman, a leadership coach, author, and experienced consultant to business owners. PMA uses a proprietary engagement process, human resource tools, and strategic coaching sessions to best position people to achieve peak performance.

“Advisors in transition must be honest with themselves if they want to use change to optimize their business and prepare for the future,” said Mike Papedis, Managing Partner and Founder of Fusion. “By combining our services with PMA, advisors achieve objectives such as organizational alignment, talent optimization, and sharpened leadership skills to greatly enhance their readiness for transition and maximize growth.”

The combination of complementary services offered by Fusion and PMA provide advisors a strong bench of expertise to ensure a successful transition to a new home, establish a stronger foundation for growth, and discover a redefined organizational culture.

“Human capital is the most valuable asset. Our process uncovers what holds businesses back from peak performance and provides valuable tools to move the team forward,” said Stuart Friedman, Founder of PMA. “At the end of the day, it’s all about knowing what you don’t know. High performing teams manage with facts, not emotions.”

“Our goal at Fusion is to continue to provide in-demand solutions to the rapidly expanding RIA marketplace,” said Megan Hausmann, Partner of Fusion. “Advisors find our prescriptive advice and deep areas of expertise invaluable as they navigate change.”

###

About Fusion Financial Partners

Fusion is a leading independent consulting firm to break-away advisors and RIAs.

www.fusionfinancialpartners.com

 

About Progressive Management Associates

PMA is a specialized business optimization consulting firm serving financial advisors and business owners.

www.pma-co.com

 

Media Contact:

Megan Hausmann

mhausmann@fusionfinancialpartners.com

760-304-4636