Once you delegate a task, you can rest assured it will be completed with accuracy and timeliness.

Articles

The RIA Newsroom

January 2009, Bob Clark, Investment Advisor magazine:

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

March 2007, Bob Veres, Financial Planning magazine:

Managing Growth—Your Way. Success and the Small Practice.

Do you really have to get big to keep your practice thriving? Advisors who want the advantages of a large-scale firm—without giving up their independence—are creating new models for success.

February 2007, Ellen Uzelac, Research magazine:

A Progress Report on Fee-Based Business

December 2006, Brent Hicks, Wealth Manager:

A Fresh Look

October 2006, Brent Hicks, Wealth Manager:

The Long Ranger

Media Inquiry

If you are a member of the news media and have a question about FocusPoint Solutions, or wish to schedule an executive interview, please send your request to: Brent Hicks.

Advisory Inquiry

If you are a transitioning or fee-based advisor who's ready to take the next step, schedule a personal telephone consultation with: Kelly Staley.

RIABiz

Investment News

SEC Will Review Facebook Trade Reporting Problems at Nasdaq
Advisers telling clients to avoid 'most hyped IPO in history'
Say Facebook shares are vastly overpriced; 'a marketing textbook'

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FocusPoint in the News