EMPOWERING BUSINESS OWNERS TO LEAD WITH PURPOSE AND WIN WITH CLARITY

At FocusFirst Consulting, we help financial advisors, small business owners, and sales professionals take bold steps toward professional and personal growth—with proven techniques, self-accountability, and strategic thinking that sparks results.

DECADES OF EXPERIENCE, TAILORED TO YOU

Bill Cupach, FocusFirst Founder

Bill Cupach has spent 20+ years helping firms grow, scale, and lead with confidence. At FocusFirst Consulting, he combines strategic vision with creative, hands-on coaching that meets leaders where they are, then helps them achieve the quantum growth they seek.

Bill knows what it’s like to juggle leadership, strategy, client service, and team development. That’s why his coaching style is anything but cookie-cutter and focuses on a tailored approach because every business has unique needs and demands.

Whether you're a CEO running a firm, growing or building a team, or navigating a transition, you’ll find a partner who listens first, tailors every step, and works alongside you to make change happen.

GUIDED BY FIVE CORE PERSONAL VALUES

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HELPING OTHERS

Our purpose is rooted in lifting others up.

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FAMILY

We treat clients like family and prioritize balance for lasting success.

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INTEGRITY

We do what’s right, always.

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COMPETITION

We love to win—and help you do the same.

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AUTONOMY

We empower clients to lead with clarity, confidence, and independence.

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WHAT WE OFFER

We Partner with Firms and Individuals to Improve:

  • Operational efficiency with scalable systems to support quantum growth

  • Short and long-term strategic planning centered on five core principles of execution 

  • Sales process, leading activity measures and client acquisition strategies

  • Organizational design, structure and compensation modeling for all team members

  • Use of data analytics to make informed decisions

  • Leadership principles with confidence and impact  

  • Preparation for succession planning and develop M&A readiness

Whether through 1:1 coaching, team development, or project-based consulting, our goal is simple: to help you grow with clarity, confidence, and purpose.

WHO WE WORK WITH

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Financial Advisors

For professionals leading their own firm and teams, seeking better systems, scalable growth, and leadership support— FocusFirst Consulting can help you thrive!

Whether you're with a broker-dealer, running your own RIA, or transitioning from a W2 model to independence, we'll help you make the move with clarity and confidence.

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Small Business Owners

Entrepreneurs juggling every role—we’re here to bring clarity, structure, smart strategy, and precise execution to help move your business forward.

Getting your team to fully buy into your vision can be a challenge without the right culture. But when People, Process, and Performance are aligned, success becomes contagious.

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Sales Professionals

If you're a newly appointed leader, a seasoned veteran, or an individual striving to improve—our 1:1 coaching is designed for you.

Looking to drive better results for yourself or your team? Ready to grow your leadership skills? We’re here to help. Don’t let where you are today be where you stay tomorrow.

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WHAT MAKES US DIFFERENT

A Proven Method, Personalized

We use the A.R.I. Method — Assess. Recommend. Implement. To fully understand you, your business and how we would partner together, we start by uncovering bottlenecks, discussing strengths, aligning on common goals, and activating change. Every plan starts with deep listening, followed by focused recommendations and an execution strategy that sticks.

You Get Our Time – Not a Clock

Clients consistently say our accessibility sets us apart. When you need support, we show up with insight, ideas, and a commitment to helping you win. Partnering with our clients and doing what it takes to “get it right” is paramount to who we are as a firm. There are 168 hours in a week — let’s use them!

Strategic Meets Creative

Most coaches lean one way or the other. Not Bill. His rare blend of business acumen, strategic analysis and creative thinking helps clients make intelligent business decisions and see solutions they couldn’t before.

FOCUS FANATICS

  • Two men in suits standing against a white background, smiling, with hands in pockets.

    "If you’re looking for someone who’s well-connected, deeply experienced, and still shows up like a partner—not a PowerPoint—Bill’s your guy."

    Ed Poach and Tony Pol,
    Private Wealth Management

  • Two men in suits, the Handel brothers, standing and smiling outdoors

    "Since working with Bill, our practice and team has become more efficient, and because of it, our team has seen the growth we are looking for!"

    Mark and Brad Handel,
    The Handel2Group

  • Tom Shortreed, Guidelight Financial Group

    "Bill has played a vital leading role in keeping the members of my team hyper-focused on exceeding their goals."

    Tom Shortreed,
    Guidelight Financial Group

  • Garrett Helfritch, Bridge Point Wealth Partners

    "He has exceeded my expectations, becoming an integral part of the growth engine of my practice."

    Garrett Helfritch,
    Bridge Point Wealth Partners



  • Brian Hamilton, Bridge Point Wealth Partners

    "Bill has helped our practice achieve significant growth in all areas. He is always just a phone call away and has been there to provide guidance for over 20 years."

    Brian Hamilton,
    Bridge Point Wealth Partners

READ MORE TESTIMONIALS

READY TO TRANSFORM YOUR BUSINESS?

Whether you're growing, stuck, or just ready for a fresh perspective—let’s start a conversation.