Have you heard the MYTH that in order to be successful, you must join a larger firm? (We know it's not true, and so do the 75+ advisors we support nationwide.)
Our established breakaway solution can actually help you GROW...while giving you the ability to maintain true independence. We've seen, over and over again, that the proven model and powerful support engine we've engineered transforms fee-based businesses into thriving RIAs.
Break away, break the mold, and let FocusPoint be the catalyst that accelerates your success. We've been helping advisors transition to true independence for over 14 years, and we're dedicated to creating truly custom solutions to empower them. Plus, advisors can utilize our turnkey, high touch, digital marketing program to help them attract even more business.
Think of us as your Virtual Ensemble®, allowing you to enjoy all the benefits of a larger firm--while keeping your own identity and remaining in control of all decisions relating to your business.
Seeking true independence, the advisors we support have consolidated their non-clientfacing activities through a Web-based, centralized engine. They keep their own RIA while having the option to outsource activities such as investment research, trading, reporting, and billing to an experienced virtual team. We provide advisors with complete transition planning and assistance...even practice management and marketing--all at a lower cost than they could negotiate on their own.
Plug into the consistency, expertise, dedication, and trusted partnership of FocusPoint Solutions. And transform your business into one that's not designed for the masses--it's built specifically for you. We design truly custom, innovative solutions and business plans for every advisor we support.
Here is FocusPoint Solutions' brochure of services. Here are some real-life case studies involving advisors FocusPoint Solutions has helped to successfully transition to new business models, while supporting them with an experienced virtual team and integrated technology. Finally, here are the starting points for a few service model options FocusPoint Solutions offers to advisors.
If you'd like to schedule a 30-minute demo to learn more about FocusPoint Solutions' virtual support team and technology offering, contact us at (866) 201-3034 or email@example.com.
Our goal is to customize a solution to address your unique needs.Return to e-Tips
“In my first four years alone, with the right support structure and systems, I doubled my revenues and assets under management. My back office support systems have allowed me to reduce staff positions, simplify my practice, and avoid the additional costs that this expansion would have caused. There is no way that I could afford a high level research team on my own. I let the experts be the experts and I continue to provide client service with a personal touch. FocusPoint Solutions is completely invisible to my clients; I function as the quarterback.”
Once a month, we send out a success story or a practice management idea aimed at helping independent advisors become more productive and profitable.I'm interested in staying informed