Focus Point Solutions RIA Solutions

FocusPoint Solutions has partnered with the Emerging RIA Association and The Emerging Advisors Symposium

01-Apr-2012

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You became a financial advisor to work with customers and build a business. But many of us are finding our time consumed by non-client related operations associated with updating, integrating and managing technology as well as the administrative tasks associated with account management, reporting, billing and client service requests. For those who have had enough, there are now partners to whom you can outsource all your operations.

The Emerging RIA Association is an unofficial group of growing financial advisory firms interested in creating an association designed to support the particular needs of Emerging Advisors. We consider an Emerging Advisor as a firm with AUM of $20-200MM of AUM that is focused on growing their firm. The firms participating in this webinar series have sponsored these events and currently host the Emerging RIA Association on LinkedIn. 

The association will become official when there are advisors prepared to lead the effort. Until that time please feel to participate in the webinar series and join the LinkedIn Group. You can also visit www.emergingadvisor.com to learn more.

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