With the right partners and your commitment to a good plan, you can make changes to your business that will allow you to create a more satisfying work/life balance. Our experienced practice management team has spent most of their careers consulting with advisors about how they can take things to the next level.
Your initial transition to a true RIA business model requires some thorough, strategic work up front to develop your new and improved client message, process, systems, and pieces.
We're here to help you with everything from assisting you with scripting out client conversations to creating new client presentation materials to generally positioning the transition in an exciting light. We'll be as involved as you want - the more you share, the more we can help...
What's interesting is that as much up-front support as your FocusPoint team provides, advisors tell us they begin to see the true value of our services long after their transition is complete. This is why it can be challenging to describe exactly what we do for advisors, since - just like your clients - each firm we support has unique needs and goals.
Our team of professionals also develops and distribute regular, editable, customizable client communications (8 times/year). These letters are designed from an upper level to address any questions clients might be having based on the broad state of the economy, their long-term investment goals, as well as those short-term issues which affect all of us on a personal level; i.e. the real estate bubble, gas prices, etc.
You're also more than welcome to private label and utilize the many advisor marketing pieces our group has created over the years. Everything you'll pull from our systems has been designed to emphasize the value of long-term investing and the client-advisor relationship. You can adjust, edit, or use them as-is. We will never dictate how you run your business - but we will provide you with a vast arsenal of resources, including advisor-created tools, from which you can choose.
As you begin talking and planning with us, you'll get to know several of our key team members. Initially, these integral people will serve as your support system as you make a decision about partnering with FocusPoint. They'll also work closely with you to develop and implement your unique transition plan.
Once you decide to work with us, on an ongoing basis, you'll have one central point of contact in our back office - but this core team will always be available to you for assistance and communication.
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