Focus Point Solutions RIA Solutions

The RIA Newsroom

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What is a Virtual Ensemble™?

01-Aug-2018

Brent Hicks, Investment Advisor: What is a Virtual ..

Image for Compassion Fatigue. “Many advisors are suffering from too much emotional involvement.”

Compassion Fatigue. “Many advisors are suffering from too much emotional involvement.”

07-Mar-2017

Its symptoms can include apathy, a feeling of isolation, and emotional ..

Image for Watch as this Advisor Undergoes a Practice Makeover in Real Time

Watch as this Advisor Undergoes a Practice Makeover in Real Time

07-Feb-2017

Have you had a chance to take a look at this series online yet?

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A Fresh Look

03-Jan-2017

"FocusPoint Solutions' business consulting and transition teams helped ..

Image for Create Your Ideal Lifestyle Practice Webinar Replay

Create Your Ideal Lifestyle Practice Webinar Replay

06-Dec-2016

Are you seeking a lifestyle practice? On April 24, FocusPoint presented..

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

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

08-Nov-2016

In conjunction with Breakaway Advisors Symposium, FocusPoint Solutions ..

Image for Webinar: How Outsourcing Your Back Office Could Be the Best Business Decision You Ever Make Replay

Webinar: How Outsourcing Your Back Office Could Be the Best Business Decision You Ever Make Replay

11-Oct-2016

In conjunction with the Emerging Advisor Symposium, FocusPoint Solution..

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The Long Ranger

13-Sep-2016

"Thanks to the services and the systems we have access to, I can work f..

Image for Virtual Made Easy: Brent Hicks has created a business model that others want to adopt.

Virtual Made Easy: Brent Hicks has created a business model that others want to adopt.

09-Aug-2016

Virtual Ensembles, "Hitting The Wall," and why traditional advisory fir..

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About David X

05-Jul-2016

From commissions to fees; to adopting a system that kept things simple ..

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Want to see a comprehensive list?

01-Oct-2013

We've created a new piece which outlines our three levels of service. ..

Image for FocusPoint Solutions has partnered with the Breakaway Advisors Symposium

FocusPoint Solutions has partnered with the Breakaway Advisors Symposium

01-Jun-2012

The #1 obstacle to making the decision is fear of the unknown. More th..

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

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

01-Apr-2012

You became a financial advisor to work with customers and build a busin..

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A Progress Report on Fee-Based Business

01-Feb-2007

The move to fees is occurring across all industry channels with broker/..

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Time Warp

01-May-2006

Virtually every survey of advisors indicates that the majority of them ..

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Missing the Mark

01-Mar-2006

HAVE YOU EVER WONDERED why certain things in our industry become genera..

What Our Advisors are Saying

Advisor Comments

“I did not have any experience whatsoever with working under the RIA business model. I was very much interested, though, and my idea was that I would have to start working under my IBD’s RIA. Then I discovered options available to help me to put together the pieces.”

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