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Webinar: Empowering Advisors to Go Independent: Creating Your Plan and Putting it in Motion Replay

08-Nov-2016

Featured Image for Webinar: Empowering Advisors to Go Independent: Creating Your Plan and Putting it in Motion Replay

In conjunction with Breakaway Advisors Symposium, FocusPoint Solutions presented 'Empowering Advisors to Go Independent: Creating Your Plan and Putting it in Motion' by Kelly Staley LaPalio, Regional VP of Sales at FocusPoint Solutions. 

Replay this webinar as Kelly walks us through four key steps you need to consider when choosing independence—including envisioning and defining your perfect practice, choosing the right partners, determining your investment and operations solutions, and planning your transition. FocusPoint Solutions is a leading back office operations outsourcing firm for independent advisors.

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