Focus Point Solutions RIA Solutions

Subscribe to our FREE e-Tips

Once a month, we send out a success strategy or practice management idea aimed at helping independent advisors become more productive and profitable.

We may link you to an especially poignant article or steer you toward an industry discussion board that provides helpful insights. We may send commentary on something we've read or feel strongly about. Whatever we send, we promise it will be a "quick read" containing targeted information and thoughts about how you can build a highly efficient and profitable fee-based business.

e-Tip Archive

What Our Advisors are Saying

“It was pretty common for me to have a client with a directly held mutual fund account, a brokerage account at my IBD, a variable annuity account, and a managed account at a third-party money manager. Now you’ve got four different sets of forms, four different websites, four different 800-numbers, four different statements coming in, and so on. So from a staff - and client - standpoint, to become familiar with all of that is just impossible. We’ve now simplified everything. We have procedures and policies manuals in place, checklists, everything. And all we had to do it for was one custodian, so that was helpful. This all gives me peace of mind when I’m out of the office as well.”

VISIT OUR OFFICE

3395 SW Garden View Ave.
GET DIRECTIONS
PORTLAND, OREGON 97225

CALL US
(866) 201-3034

Subscribe to Our FREE e-tips

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