Read and download several case studies about various advisors who partnered with FocusPoint to design solutions to address their unique needs.
“The job of reviewing assets up front (specific products and compatibility with platforms, etc.) is not easy, but now I have assistance. And I think that can be a very complicated thing to do on your own.”
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