FocusPoint Solutions often consults with advisors who want to spend more time working on their business—not in it. At the end of the day, most advisors have very little time to think about creating a plan to build business. And it's hard for them to remember things being any other way.
At some point, many advisors recognize that they cannot continue doing everything on their own. Advisors may begin to take a close look at their most time-consuming or labor intensive tasks (such as billing, reporting, trading, and/or portfolio management) to see if those activities can be effectively outsourced.
Freeing up more of your time and energy through outsourcing can be significantly beneficial, but putting your clients through any type of change involves a big decision on your part. If you're considering outsourcing, you want to choose the right partner for you (and as a result, your clients). Here are some of the opinions that many of the advisors utilizing FocusPoint Solutions share:
Advisors who work with FocusPoint Solutions have been pleased with the simplicity of our systems and the investment strategies our team can provide. Advisors find they are able to consolidate most assets into an easily manageable, streamlined, controlled fee environment—often while increasing revenue and the intrinsic value of their business.
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“Now, I spend more time with fewer clients, and I have more free time from the operations side. This model allows about as much free time as you want. At the beginning of the year my goal was to take six weeks of vacation, which is twice as much as I’ve ever taken, and I’ll be able to fulfill that.”
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