If you’re like many advisors, you may be searching for a solution that allows you to enjoy all of the economies of scale and synergy of a traditional ensemble—while keeping your independence and remaining in control of all decisions relating to your business.
The right solution for you may be our service offering, which offers a unique Virtual Ensemble® concept: A group of independent advisors from around the country, who have similar business philosophies, have joined together to consolidate/delegate all non-client-related activities through a completely Web-based, centralized engine. FocusPoint Solutions’ full-service back office outsourcing service model for advisors was established more than 13 years ago.
Advisors want to focus on serving clients and building their business, and our turnkey business solution frees them to do just that. FocusPoint Solutions’s Virtual Ensemble® structure works not only for solo practitioners, but also for groups of advisors or traditional ensembles, adding even more operating leverage to the equation.
While each advisor we support is different, here are some of the critical elements we have incorporated into our Virtual Ensemble® concept:
Due to the operating leverage created by the Virtual Ensemble®, advisors also enjoy some of the following benefits:
Think of FocusPoint Solutions as your Virtual Ensemble®. See some real-life case studies involving advisors who successfully transitioned to a more ideal business model. Also, view our complete list of the outsourcing services we offer advisors.
Contact FocusPoint Solutions at (866) 201-3034 or email@example.com to schedule a 30-minute demo or learn more about our virtual support team and technology offering. Let us customize a solution to address your unique needs.Return to e-Tips
“I’ve found time to do 40-45 financial plans which has led to very meaningful conversation with my clients. While I knew my clients wanted that before, I just didn’t have enough time to do it right. Meeting with clients and working through the financial planning decisions is the most fulfilling part of what I do – and it’s what my clients want. It’s hard to create a better client retention and referral strategy than that!”
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