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Envision your perfect practice |
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outsourcing to the right partner can reenergize your practice
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If you are an RIA or considering
forming one, we have great news:
--You
can improve your RIA's efficiency and profitability.
--Forming
your own RIA --the
right way-- is easier than you think.
FocusPoint Solutions gives you all
the leverage and scale of a traditional
ensemble or larger firm, yet still
encourages you to maintain your own brand
and independence.
We're familiar with the issues
you may be facing, which is why we
originated the Virtual EnsembleTM concept. Our extensive experience
led us to create systems to
address fee-based advisors' unique needs.
How does it work?
We provide a comprehensive,
customized, turnkey system to
independent advisors, who we
know can be great planners AND
successful business owners. Our
systems began evolving in 1990 for
advisors, by advisors, who
wanted to overcome obstacles which were
preventing them from being as
profitable and independent as they knew
they could be.
What makes us unique?
Flexibility: We add a huge amount
of value to advisors who have previously aligned with
TAMPs and other programs, yet they may have assets everywhere -
and accordingly, time management and even compliance
concerns. We can build around existing assets and
accommodate accounts of all type and size. And we never
dictate how you manage your practice; we simply provide
you with tools, leverage, and a highly scalable business
model. Advisors who work with us have been amazed at the
simplicity of our systems and the strategies our team
can provide. They find they are able to consolidate most
assets into a streamlined, manageable, controlled fee
environment, while increasing revenue.
Transparency: We are invisible to clients
and exist solely to support advisors, who maintain
discretion over their client accounts. While we provide
an arsenal of resources, ultimately you always control
your own client experience. We provide access to the
best investments and industry research - delivered
weekly and monthly in an easy-to-digest format. And all
client communication, materials, and experiences are
private labeled and controlled by you.
Learn
more now...
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Featured News
July 2007: Morningstar Advisor - Are you
currently with a broker-dealer but thinking about making the transition to RIA?
Looking for answers to your specific questions about how to do it right or what
to expect? You may find some helpful tips in
Tales From the Trenches, Part I, as David Drucker talks with two highly
successful fee-only RIA advisors who recently chose to leave the IBD world in
search of true independence; one is a FocusPoint partner.
March 2007: Financial Planning magazine -
Fee-based guru Bob Veres wonders, in
Managing Growth - Your Way:, Do you really have to get big to keep your
practice thriving? Advisors who want the advantages of a large-scale firm -
without giving up their independence - are creating new models of success.
Inside his timely and relevant article, Veres calls FocusPoint "the most highly
evolved ready-made scale organization" on the West Coast.
February 2007: Research magazine - In the
cover story on how to build a fee-based business, FocusPoint Solutions is
featured in a sidebar article. "Advisors are moving to fees for a number of
reasons," says FocusPoint founder Brent Hicks, "as a lifestyle choice, to build
value in their practice, as a succession strategy, and in an effort to become
more of a relationship manager." The author calls Hicks a "fee-based pioneer"
and goes on to provide five tips from Hicks on how to make the move. Read
"Want to Make the Move?" now.
December 2006: Wealth Manager magazine - Learn
how one of our affiliates gathered $115 million under management, established
three bustling offices and is growing at well over 10 percent a year. At age
32, CFP Chad Burton says - that with our systems and support - he sees nothing
but blue sky. Read
A Fresh Look now.
October 2006: Wealth Manager magazine - Are you
interested in building a business that will last longer than you do? Savvy
advisors like Ron Kelemen, one of our long-time advisor affiliates, are doing
just that. Read
"The Lone Ranger" now.
Need More?
Read Archived News now.
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