Kelly has played both sales and marketing roles within the company during her 12 years at FocusPoint Solutions. Throughout that time, she has consulted with countless advisors, discussing and analyzing their goals, and helping them to recognize their unique strengths and how they would ideally like to spend their valuable time. Today she focuses her time on identifying new advisors who may benefit from the FocusPoint service offering. Additionally, once advisors choose to partner with FocusPoint, Kelly is available to work closely with them to help design custom marketing pieces and other private labeled client communications relating to their newly enhanced business model.
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