Practice Management

Advisor-Minded Practice Management Support

FocusPoint Solutions supports a large community of successful independent advisors. Alongside the foundation of our well-established back office outsourcing services, we proudly offer all of our advisors a comprehensive practice management program.

We provide our network of advisors with ongoing practice management support in the following areas:

  • Increasing profitability and efficiency
  • Improving your quality of life
  • Defining and targeting your ideal client
  • Controlling your client experience
  • Growing your business
  • Creating a marketing strategy that works for you
  • Succession planning
  • Maximizing the built-in value of your business

Many of the advisors who find us have grown organically over the years. They do a great job for clients and it shows. We’ve found that once these advisors embrace outsourcing their non-client-facing activities to FocusPoint, they often have more time and energy to focus on creating a proactive plan for growing their business. This is where our practice management program comes in.

Your initial transition to a more ideal business model requires some strategic work up front to develop your new and improved client message, process, systems, and collateral.

We have worked diligently and thoughtfully to develop our unique, multi-faceted program, which typically begins by helping advisors get clear about their branding and marketing. We’ve found that this step ultimately prepares them for growth with the right clients. Maybe you’ve been using the same message for 20 years which could use a refresh; maybe you’re making a sweeping business change and want to hit the ground running with something brand new. Depending on your goals and vision for the future of your business, we will collaborate with you to help develop and design your new message and supporting materials, or simply update what you already have.

Our highly skilled practice management team has combined industry experience of over 100 years. When you partner with FocusPoint, you gain access to all the practice management tools and resources we’ve created for our advisors. Take advantage of them immediately or down the line. It’s up to you.

We are here to help whenever you’re ready. Your success is our focus.

Contact us today to learn more

Meet the Practice Management Team

As you begin talking and planning with us, you’ll get to know several of our key team members. Initially, these integral people will serve as your support system as you make a decision about partnering with FocusPoint. They’ll also work closely with you to develop and implement your unique transition plan.

Once you decide to work with us, on an ongoing basis, you’ll have one central point of contact in our back office – but this core team will always be available to you for assistance and communication.

Chris Easton

President – Business Development & Marketing

Learn More About Chris

Evan Kellenberger

VP Director of Advisor Development

Learn More About Evan

Kelly LaPalio

VP – Director of Marketing

Learn More About Kelly

Michael Rice

VP – Director of Practice Development