It’s Your Business

As an independent advisor and business owner, you want to make sure you’re doing what’s best for your clients, and the future of your practice. Choosing what and why to outsource involves a good deal of research, testing the waters, even soul-searching.

What makes FocusPoint unique is that because we are advisors, we understand what you want to do with your clients, your practice, and your life.

To accommodate your individual needs we take a personalized approach that is fully customizable.

For nearly twenty years, we’ve studied other RIA businesses and incorporated the best of what we’ve seen. As veteran financial professionals, we’ve worked through the same issues you are now facing… not only for ourselves, but for the dozens of advisors who have incorporated our systems and support into their business models. Once you know what your destination looks like, with your help we’ll create a roadmap to get you there. Our experienced team will be with you every step of the way.

Here’s how the process works:

First, meet our experienced team and begin your strategic planning. We’ll be as involved as you like.

Next, together we will design a game plan to take your business to a higher level.

Finally, let our experienced back/middle office and transition team handle most of the operational work involved in implementing the plan for you.

The end result is up to you.

We have found that with good planning, concentrated effort and commitment on your part, anything is possible.

One of our partners has been able to grow his practice from $15M to $125M. We’ve helped another to streamline his $50M business by downsizing from 360 to 120 clients – while still managing the same level of assets and increasing his income. Regardless of their unique needs, issues, and goals, all of our partners are happier and more profitable. Their newfound enthusiasm stems from the ability to now spend more time with their ideal clients, doing what they happen to be best at – and enjoy most.