January 2017

Nfocus Financial Partners of Dallas Named
“Practice of the Year” by Signator Investors, Inc.
Firm Excelled in Key Areas of Practice Management and Client Service

BOSTON, MA - Nfocus Financial Partners, led by Founding Partners Michael J. Smith, IAR, CLU, ChFC, LUTCF, and Lucas Lawson, IAR, CLU, was named Practice of the Year by Signator Investors, Inc. This national competition recognizes and rewards excellence in business management, and is the pre-eminent measure of accomplishment within Signator Investors.

“I am very pleased, but not surprised, to recognize the team at Nfocus as our Practice of the Year winner,” said Chris Maryanopolis, head of Signator Investors, Inc. “Their having been finalists in this competition in 2012, 2013 and 2014 demonstrates their dedication to clients and focus on providing the best customer experience.”

"A?large part of our success over the years and in this competition is due to the efforts of our team members - Sharon Scott, Laurie Ray?and my partner, Lucas Lawson,” said Smith. “Lucas in particular,?has demonstrated not just faithful support, but leadership in helping to grow?Nfocus into what it has become.? I am very grateful?to all of them for their?contributions and feel this is a great honor for us.” Lawson added, "We at Nfocus Financial Partners are greatly honored and humbled to have been chosen from such an impressive group of competitors.??Our sincere thanks to all who have supported us throughout the years.

" As part of the selection process for Signator’s “Practice of the Year” award, made possible in part due to Signator’s relationship with Fidelity Clearing & Custody Solutions, Nfocus Financial Partners, affiliated with Rockgate Financial Partners, underwent a rigorous assessment conducted by international management consulting firm Business Health. Business Health reviewed all applicants’ client management, internal planning and structure, external relations, staffing and technology capabilities, and overall practice performance.

“It was an honor for Business Health to once again be asked to run the Practice of the Year Competition,” said Ray Henderson, partner, Business Health. “The quality of the finalists continues to be top notch. Nfocus has been a finalist 4 of the last 5 years and it is a credit to Michael and Lucas and their team that the quality of their business and processes has continued to be improved and refined, leading to this prestigious award. Nfocus ranks amongst the top practices we have seen in the U.S. and in the other countries where we work,” said Henderson.

Maryanopolis added, “All of our finalists are to be commended. Service at each of their firms is superior and exemplary. As a group, we had some familiar names and some new, but all clearly work hard for their clients’ trust and respect, as well as for their bottom lines”

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April 27, 2015

Dallas, TX – Lucas E. Lawson, CLU, Founding Partner and an Investment Advisor Representative with Nfocus Financial Partners, was recently named a 2015 Dallas/Fort Worth Five Star Wealth Manager.* Lawson, who along with his partner, Michael J. Smith, CLU, ChFC and the rest of the team at Nfocus, were named a finalist in Signator Investors, “Practice of the Year” contest for the third year in a row in 2014, was named a Five Star Wealth Manager* for the third time in the last four years.

The award is sponsored by Texas Monthly (Dallas/Fort Worth region) and Five Star Professional. Award candidates were evaluated against ten objective criteria such as client retention rates, client assets administered and a favorable regulatory and complaint history. The resulting list of 2015 Five Star Wealth Managers represents an exclusive group of Dallas/Fort Worth wealth managers who provide quality services to their clients.

Michael Smith, CLU, ChFC, a Founding Partner with Nfocus Financial Partners, commented on Lawson’s award, saying, “This award recognizes Lucas’ drive and focus on becoming a top financial services professional in our community. His sincere emphasis on helping clients to achieve their financial goals serves to create a high level of satisfaction in his clients.”

* The FIVE STAR award is a client services award issued by Crescendo Business Services, based on an overall evaluation score of wealth managers that reflects and average of all respondents and may not be representative of any one client's experience. The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Crescendo Business Services or Texas Monthly magazine.

 

March 16, 2015

Dallas, TX - Michael J. Smith, CLU, ChFC, LUTCF, Founding Partner and an Investment Advisor Representative with Nfocus Financial Partners, was recently named a 2015 Dallas/Fort Worth Five Star Wealth Manager.* Smith, who along with his partner, Lucas Lawson and the rest of the team at Nfocus, were named a finalist in Signator Investors, “Practice of the Year” contest for the third year in a row, was named a Five Star Wealth Manager for the fourth consecutive year.

The award is sponsored by Texas Monthly (Dallas/Fort Worth region) and Five Star Professional. Award candidates were evaluated against ten objective criteria such as client retention rates, client assets administered and a favorable regulatory and complaint history. The resulting list of 2015 Five Star Wealth Managers represents an exclusive group of Dallas/Fort Worth wealth managers who provide quality services to their clients.

Lucas Lawson, CLU, a Founding Partner with Nfocus Financial Partners, commented on Smith’s award, saying, “Finding a wealth manager who suits your needs can be a daunting task.  In fact, many consumers have a hard time figuring out where to even begin.  This award not only recognizes Mike’s longevity in the industry, but his sincere focus on client satisfaction.”

* The FIVE STAR award is a client services award issued by Crescendo Business Services, based on an overall evaluation score of wealth managers that reflects and average of all respondents and may not be representative of any one client's experience. The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Crescendo Business Services or Texas Monthly magazine.

 

December 11, 2013

Dallas Business Journal – Executive People on the Move Professional Recognition of Michael J. Smith, Investment Advisor Representative Lifetime Strategies Group [Nfocus Financial Partners]

Mike Smith, part of Lifetime Strategies Group [Nfocus Financial Partners], was named for the second consecutive year as a finalist for Signator Investors, Inc.'s "Practice of the Year" competition, sponsored by National Financial, for the firm's excellence in several key areas of practice management and client service. As part of the competition, the firm underwent a rigorous assessment conducted by an international management consulting firm which reviewed client management, internal planning and structure, external relations, staffing and technology capabilities, and overall practice performance.

Resource: bizjournals.com/dallas

 

December 9, 2013

Lifetime Strategies Group [Nfocus Financial Partners] in Dallas Named as Finalist in Signator Investors, Inc.’s “Practice of the Year” for Second Consecutive Year Firm Recognized for Excellence in Several Key Areas of Practice Management and Client Service As Reviewed by Independent International Management Consulting Firm

BOSTON, MA, (December 9, 2013) —Michael Smith, part of Lifetime Strategies Group [Nfocus Financial Partners] of Dallas, was named for the second consecutive year as a finalist in Signator Investors, Inc.’s “Practice of the Year” competition, sponsored by National Financial, for the firm’s excellence in several key areas of practice management and client service.

As part of the competition, Lifetime Strategies Group [Nfocus Financial Partners] underwent a rigorous assessment conducted by the international management consulting firm Business Health, which reviewed client management, internal planning and structure, external relations, staffing and technology capabilities, and overall practice performance.

“We congratulate Michael and all of our finalists for their outstanding work serving their clients and managing their firms,” said Brian Heapps, CLU, ChFC, president of John Hancock Financial Network (JHFN). “Signator Investors, Inc., powered by John Hancock Financial Network, launched Practice of the Year in 2011 to recognize and celebrate the accomplishments of the most well managed practices across our national network. As an added benefit to our entire network, the finalists and winner also share the best practices that helped them achieve such high standards for their clients.”

“Mike is committed to his clients in every level, and they are committed to him,” said Joseph E. Mahoney, CLU, ChFC, president of Lifetime Strategies Group. “His approach is second-to-none in building strong relationships.”

“With a small team and a strong work ethic, Lifetime Strategies Group [Nfocus Financial Partners] is a very successful business founded on the simple fundamentals of trust, integrity and respect,” said Rod Bertino, principal, Business Health. “With 20 years behind him, Mike has refined and evolved his business model to the point where the practice has a very clear value proposition and a strong understanding of their clients. This business clarity is reflected in both the high level of client satisfaction and the financial strength of the business.”

 

December 3, 2012

Dallas Business Journal - Executive People on the Move Professional Recognition of Michael J. Smith, Investment Advisor Representative Lifetime Strategies Group [Nfocus Financial Partners]

Michael Smith, of the Lifetime Strategies Group [Nfocus Financial Partners] of Dallas, a leading financial services firm, was named a finalist in John Hancock Financial Network’s “Practice of the Year” competition for the firm’s excellence in several key areas of practice management and client service. As part of the selection process for the award that is sponsored by National Financial, the correspondent clearing business unit of Fidelity Investments, Smith’s team at Lifetime Strategies Group [Nfocus Financial Partners] underwent a rigorous assessment conducted by international management consulting firm Business Health, which reviewed client management, internal planning and structure, external relations, staffing and technology capabilities, and overall practice performance.

Resource: bizjournals.com/dallas

 

November 29, 2012

Michael Smith of Lifetime Strategies Group [Nfocus Financial Partners] in Dallas Named as Finalist in John Hancock Financial Network’s “Practice of the Year” Firm Recognized for Excellence in Several Key Areas of Practice Management and Client Service As Reviewed by Independent International Management Consulting Firm

BOSTON, MA, (November 29, 2012 ) — Michael Smith, a member of the Lifetime Strategies Group [Nfocus Financial Partners] of Dallas, a leading financial services firm, was named a finalist in John Hancock Financial Network’s “Practice of the Year” competition for the firm’s excellence in several key areas of practice management and client service. Sponsored by National Financial Services, Smith’s team underwent a rigorous assessment conducted by international management consulting firm Business Health, which reviewed client management, internal planning and structure, external relations, staffing and technology capabilities, and overall practice performance. “With a small team and a strong work ethic, [Nfocus Financial Partners] is a very successful business founded on the simple fundamentals of trust, integrity and respect,” said Rod Bertino, principal, Business Health. “What truly distinguishes Mike as a great practice owner is his ability to focus on the key initiatives that will deliver the best results for his clients and practice. While many others talk about business enhancements, Mike and his team apply themselves to delivering real and tangible practice improvement.”

“Mike is a great human being who brings his compassion for people to his business every day,” added Joseph E. Mahoney, CLU, ChFC, president of Lifetime Strategies Group. “This is what makes him such an outstanding advisor who is so successful in building a strong clientele and practice.”

 

March 10, 2012

Dallas Businessman and Long Time Plano Resident Mike Smith Named Among Top Ten Financial Representatives by John Hancock Financial Network Smith Also Enters John Hancock Financial Network’s Hall of Fame

BOSTON, MA (DATE) Michael Smith, CLU, ChFC, an experienced financial services leader with Lifetime Strategies Group [Nfocus Financial Partners] in Dallas, was recognized as one of the top financial professionals nationwide by John Hancock Financial Network (JHFN) and awarded the Achieving Client Excellence (ACE) award. With this award, Smith will join nine other top representatives to form an advisory group, JHFN’s President’s Roundtable Separately, Smith was also named to JHFN’s Hall of Fame which exemplifies financial representatives who have proven their commitment to providing exceptional client and community service throughout their careers "We are very proud of Mike and his dedication to his work and his clients,” said Brian Heapps, president, JHFN. “Achieving the ACE award multiple times is a testament to his commitment to client service excellence.

“It also gives me great pleasure to recognize Mike’s long-time service by announcing that he will be inducted into our Hall of Fame at an upcoming ceremony. He certainly serves as a role model in our business based on a foundation of integrity and service as well as community involvement,” said Heapps.

A 20 year resident of Plano and now living in Parker, Smith offers independent, customized guidance to help clients achieve financial health and security based on their needs and objectives. With extensive experience in working with corporate executives and businesses, Smith also conducts workshops for corporate, private and professional groups on investing, retirement conservation strategies, estate planning and college funding. He has qualified for 15 years in the insurance industry’s Million Dollar Round Table, an international premier association of financial professionals, and as well as being a qualifier and member of JHFN’s recognition programs for leading representatives.

Active in his local community for both business and civic groups, Smith is a member of the Dallas Estate Planning Council, the American Society of Chartered Life Underwriters and the National Association of Insurance and Financial Advisors – Dallas. He also volunteers as a teacher for the Learning Center of the Chase Oaks Church in Plano and is a volunteer with The Children’s Advocacy Center of Collin County.

 

March 22, 2012

Dallas Business Journal - Executive People on the Move Professional Recognition of Michael J. Smith, Investment Advisor Representative Lifetime Strategies Group [Nfocus Financial Partners]

Michael Smith, CLU, ChFC, a financial services leader with Lifetime Strategies Group [Nfocus Financial Partners] in Dallas, was recognized as one of the top financial professionals nationwide by John Hancock Financial Network (JHFN), awarded the Achieving Client Excellence (ACE) award, and joins the JHFN President's Roundtable. He was also named to the JHFN Hall of Fame.

Company headquarters: Dallas, TX

Resource: bizjournals.com/dallas