Best Workplace Leverage FAF’s strong employer brand and recognition as a Best Place to Work to establish credibility with clients seeking premium, employee-focused financial planning services and to attract advisor talent for partnerships and joint marketing.

Expansion Talent Capitalize on leadership growth, such as the Managing Director appointment in 2024, to engage with FAF on advisor recruitment, succession planning, and talent development programs that can be offered to institutions seeking to scale their advisory teams.

MassMutual Ecosystem Position FAF as a gateway to MassMutual capabilities for insurance and investment solutions, highlighting access to a broad product suite, compliance support, and advisory resources to prospective business clients seeking integrated financial services.

Women in Finance Target firms prioritizing gender diversity and inclusive leadership, leveraging FAF’s 2025–2026 Best Place to Work for Women certification to open conversations about women-focused planning services, wealth education, and inclusive client programs.

New York Presence Emphasize FAF’s NYC base and large-scale service capabilities to attract mid-market businesses and high-net-worth individuals in dense financial corridors, offering tailored risk management, estate, and retirement planning with a local, trusted advisor network.