a qualified pilot who assists or relieves the pilot but is not in command
Are you ready to elevate your business to its highest level yet? It's time to get excited. You CAN accelerate past the competition with the consistency, expertise, dedication, and trusted partnership of FocusPoint Solutions. Transform your business into one that's not designed for the masses—it's built specifically for you.
Our firm has spent the past 14 years at the forefront of the RIA industry, dedicated to providing incredibly powerful solutions to the RIA marketplace. We create truly custom solutions and business plans to empower advisors who are serious about accelerating their success. Break the mold and let FocusPoint be the powerful engine that drives your business to even greater heights.
Are you ready to be incredibly successful? Do you recognize a need to delegate, yet feel an unwavering need to remain firmly at the helm of your business? With FocusPoint's virtual team as your co-pilots…and our innovative, integrated resources as your support engine, you'll be well on your way to a higher level of success.
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're serious about accelerating your success, we'd love to hear from you.
Contact us at (866) 201-3034 or firstname.lastname@example.org to schedule a 30-minute demo to learn more about FocusPoint Solutions' virtual support team and technology offering. Our goal is to customize a solution to address your unique needs.Return to e-Tips
“It was pretty common for me to have a client with a directly held mutual fund account, a brokerage account at my IBD, a variable annuity account, and a managed account at a third-party money manager. Now you’ve got four different sets of forms, four different websites, four different 800-numbers, four different statements coming in, and so on. So from a staff - and client - standpoint, to become familiar with all of that is just impossible. We’ve now simplified everything. We have procedures and policies manuals in place, checklists, everything. And all we had to do it for was one custodian, so that was helpful. This all gives me peace of mind when I’m out of the office as well.”
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