About Wide Focus:

I'm Erin Moyer, founder of Wide Focus. I created this firm because I believe that when talented advisors are empowered to deliver exceptional experiences—and are recognized for it—they not only grow their business, they amplify their impact.
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Wealth management isn’t just about numbers. It’s about walking alongside families through transitions, helping them navigate uncertainty, and guiding them toward purpose. I work with firms who take that responsibility seriously—and want every part of their client journey to reflect that level of care and clarity.
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I bring 20+ years of experience in brand strategy, business development, and wealth management client journey design, allowing me to expertly partner with advisory leaders to strengthen positioning, expand market presence, and ensure every client interaction builds lasting loyalty.

Why I do this:

I started Wide Focus because I love helping leaders navigate the change their firm needs to fully capitalize on their greatness. I help firms see what makes them special AND become known for it in a crowded marketplace. I serve as a strategic partner who helps you aim higher, move faster, and deliver more intentionally.

What I help with:

Most of my clients come to me for help solving one (or several) of these challenges:
‍•Growth has plateaued, and they want to reenergize their new business development in a way that feels authentic, modern, and aligned.
‍•Their client experience isn’t consistent, and they know that’s costing them loyalty, referrals, and reputation.
‍•The firm is known for the founder, and needs a broader brand and more diversified business development stream to increase transaction value or sustainability.
•They are in or on the cusp of a major transition, and want to maintain the loyalty and trust of their key constituents.

Who benefits from Wide Focus:

• RIAs seeking to scale with intention.
• Wealth management firms refining brand positioning due to recent growth, mergers or leadership change.
• Family offices strengthening relationships with multi-generational clients.
• Founders looking to expand their firm's profile beyond their personal reputation.  

What sets Wide Focus apart:

The focus is always on helping your firm align its strategy, people, and client experience to achieve measurable growth. Recommendations are paired with execution support—so strategies not only look good on paper but succeed in practice.

I'm known for bringing strategic clarity to messy or uncertain moments. Whether you're launching a new initiative, transitioning leadership, shifting culture, or simply trying to grow with intention, I help you zoom out, reorient, and move forward with purpose.

I listen carefully, ask big-picture questions, and look for the throughline between your mission, your team, and your future. I also love helping employees see their own role in the brand—so they feel more connected, aligned, and confident delivering a standout client experience.

Why firms trust Wide Focus:

• Two decades of experience guiding advisory growth strategies.
• Deep expertise in brand, marketing, and transition communications.
• A practical, hands-on approach that translates vision into results.