Practice Management

Advisor-Minded Practice Management Support

Alongside the foundation of our well-established back office outsourcing services, we proudly offer all of our advisors a comprehensive and unique Practice Management Program.

FocusPoint’s hands-on, experienced team can lead you through our comprehensive, unique Practice Management Program. We can assist you with building, marketing, and growing your business and brand—at your own pace. Whether you’re ready to add 5—or 50—client relationships this year, we’re here to help. Unlike many other programs available to advisors, our practice management services are included in your partnership with FocusPoint.

We can help you grow—whatever that means to you. Many of the successful independent advisors we support have grown organically over the years; they do a great job for clients and it shows. And as they embrace outsourcing their non-client-facing, back/middle office 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—designed to be fully customizable to each advisor we support—comes in.

The FocusPoint Practice Management team is available to provide our network of advisors with ongoing support in any and all of the following areas:

  • Increasing profitability and efficiency
  • Improving your quality of life
  • Controlling your client experience
  • (Re)designing your unique message and brand
  • (Re)defining and targeting your ideal client audience
  • Setting goals and effectively tracking your progress
  • Growing your business
  • Creating a custom marketing strategy that works for you
  • Focusing on personal and professional business development
  • Succession planning
  • Maximizing the value of your business

We have established relationships with several partner firms who offer excellent resources above and beyond what we offer advisors (in areas such as social media, digital marketing, website design/maintenance, and seminar/webinar marketing). However, the vast majority of our practice management services and guidance are offered in-house and are built into FocusPoint’s advisor relationships.

As part of helping you transition to your ideal business model, we work closely with you to develop your new and improved marketing and sales messages, strategies, processes, 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. 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—we can even develop a customized marketing and sales strategy for you.

FocusPoint’s 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.

We’re 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