Focus Partners Wealth Senior Wealth Advisor Adam Yofan
ETF Central
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38m
Adam Yofan, a wealth advisor and consultant with Focus Partners, joins Bilal Little on ETF Central to discuss how wealthy families approach investment and estate planning. Yofan shares his path from CPA to Smith Barney broker to building a planning-focused practice now part of Focus Partners, where he coaches roughly 800 advisors full-time. He argues that an advisor's real value lies not in the plan itself, which AI can now approximate, but in the trust and emotional intelligence needed to ask clients hard questions about family, legacy, and desired outcomes. He also touches on shifts toward tax-aware SMAs and ETFs, AI's growing role in advisor workflows, and offers candid thoughts on estate planning basics and his own legacy.
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