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Once a month, we send out a success strategy or practice management idea aimed at helping independent advisors become more productive and profitable.

We may link you to an especially poignant article or steer you toward an industry discussion board that provides helpful insights. We may send commentary on something we’ve read or feel strongly about. Whatever we send, we promise it will be a “quick read” containing targeted information and thoughts about how you can build a highly efficient and profitable fee-based business.

Your Roadmap for Outsourcing, Growth, and Practice Development

Interested in back office outsourcing? Transitioning to independence? Growing your business? An experienced team and integrated technology? A complete, personalized practice management program? Then look no further. FocusPoint Solutions has been providing back office outsourcing solutions to advisors for almost 15 years. Here are some case studies of advisors we’ve helped. We offer you a […]

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A Successful Transition to Independence:Let FocusPoint Help!

Making the transition to an independent business model or your own RIA is a big task which requires careful planning and commitment. We can help!

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Your Roadmap for Breakaway Success

Have you heard the MYTH that in order to be successful, you must be affiliated with a larger firm? (We know it’s not true, and so do the many advisors we support nationwide.) Here are some of the benefits the advisors we support enjoy: Growth FocusPoint’s established breakaway solution can actually help you grow…while giving […]

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A Roadmap for Success: How Advisors Make Big Business Changes

Have you ever wished to spend less time on certain areas of your business that might be outsourced—or eliminated altogether? How many hours or your time each week could be freed up by moving to the RIA business model? How could having more flexibility and/or consistent operational and investment processes positively impact you, your staff […]

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Break Away and Break the Mold

Have you heard the MYTH that in order to be successful, you must join a larger firm? (We know it’s not true, and so do the 75+ advisors we support nationwide.) Our established breakaway solution can actually help you GROW…while giving you the ability to maintain true independence. We’ve seen, over and over again, that […]

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Want your own RIA—not the burden that goes along with it?

FocusPoint Solutions can help you make the successful leap to having your own RIA—or improve upon the one you already have. Our Virtual Ensemble™ offers advisors many of the benefits they’re accustomed to at a larger firm or wirehouse. This takes much of the burden off of them while they remain at the helm of […]

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To Grow or To Maintain… What’s Ideal For You?

Where do you want to take your business? Do you want to grow…or maintain your current level of business to create a more ideal lifestyle practice? For many advisors, the paths leading to success in either case may include outsourcing to an experienced firm. If you’re like many advisors, you have a good vision of […]

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Hire a Co-Pilot and Elevate Your Business This Year

Definition of Co-pilot: A qualified pilot who assists or relieves the pilot but is not in command. Are you ready to elevate your business to its highest level yet? It’s time to get excited. You CAN accelerate past the competition with the consistency, expertise, dedication, and trusted partnership of FocusPoint Solutions. Transform your business into […]

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Leverage, Independence, Flexibility, Efficiency… Is a Virtual Ensemble® right for you?

If you’re like many advisors, you may be searching for a solution that allows you to enjoy all of the economies of scale and synergy of a traditional ensemble—while keeping your independence and remaining in control of all decisions relating to your business. The right solution for you may be our service offering, which offers […]

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No one can do it all. When does outsourcing make sense?

If you’re going it alone, even with one or two key team members at your side, as your business grows, you may find yourself more and more buried in administrative details. It can be overwhelming to make sure your company’s processes (for internal operations, reporting, billing, investing, trading, etc.) are well-documented and continuously updated. What’s […]

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6 Positive Points: Setting the Stage for a Successful Transition to Independence

If you’re thinking about forming your own RIA, you recognize it’s a serious venture, one which requires your time, careful planning, and commitment. But don’t let that hold you back…ask advisors who chose to go through the process whether it was worthwhile. Their typical, resounding response: “Yes!”. For over 12 years, the FocusPoint Solutions team […]

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Too much time on quarterly reporting and billing last month?

If you’re like many advisors, quarter-end means the beginning of a painful period of days—or weeks—spent dealing with quarterly reporting and billing. The hours spent on these essential but tedious activities can really add up, draining the advisors or staff responsible for them. When it comes to reporting and billing, the advisors we consult with […]

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Outsourcing: An Extension of You.

Going it alone isn’t easy. At some point it may no longer even be an option. There’s only one of you, and no one can do it all. Growth goes hand in hand with more responsibility. And even as your business expands and your daily to-do list gets longer, you still have to make sure […]

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The Reality of Transitions: What to Expect and How to Prepare

Planning to transition to a more independent or ideal business model? If you’re like many advisors, you’ve probably done a significant amount of planning and research to prepare for a move. FocusPoint Solutions has significant experience and a strong history of leading advisors through their unique transitions to ultimately help them reach their goals. Learn […]

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Do you want to focus on growing your business?

FocusPoint Solutions often consults with advisors who want to spend more time working on their business—not in it. At the end of the day, most advisors have very little time to think about creating a plan to build business. And it’s hard for them to remember things being any other way. At some point, many […]

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Learn from these advisors’ robo experience

Our company helps advisors who are ready to transform their business models. Season 4 of InvestmentNews’ Practice Makeover series was especially impressive, compelling, and timely. The advisors profiled this season really opened up and shared their journey with the audience. Their main goals? To educate themselves enough to make an informed decision about whether and […]

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How does your ideal business compare with the one you’re managing today?

Your time is a precious commodity that can’t be replaced. When your plate is full, it can feel like everything requires your immediate attention. This can make it especially tough to prioritize tasks based on their urgency or importance. If you don’t make a conscious effort or plan which allows you to focus on the […]

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Preparing your business for succession…and an invite for a webinar this Thursday, April 30.

As you’ve probably heard, earlier this month NASAA adopted a model rule requiring all state-registered investment advisors to “establish, implement and maintain written procedures relating to a Business Continuity and Succession Plan”. Learn more about the rule in an article published online by InvestmentNews last week. Want to learn more about the new NASAA rule […]

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Are you prepared for succession? Here are 8 tips on designing and implementing a successful transition plan for your business…

Your time is a precious commodity that can’t be replaced. When your plate is full, it can feel like everything requires your immediate attention. This can make it especially tough to prioritize tasks based on their urgency or importance. If you don’t make a conscious effort or plan which allows you to focus on the […]

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Why and How to Raise Your Fees

Are you charging clients enough? How and why to consider raising your fee… Last month we began a discussion about reconsidering your fee structure this year. If you’re like many advisors who offer clients an incredibly valuable and broad array of services, you may not fully grasp this value—or have trouble quantifying it—so you may […]

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Is the fee you’re charging clients too low?

Here’s a New Year’s resolution that may resonate with you: “In 2015, I will commit to emphasizing my role as the business owner of my advisory practice.” Sound compelling to you? As a business owner, are you content with the amount of revenue your business is earning, when you consider all of the unique and […]

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Do you enjoy managing employees?

Over the course of many years, our firm has worked with advisors to help them successfully create the practices they’ve always wanted. A big reason the advisors we support enjoy such a high level of success stems from their decision to delegate or outsource many of their non-client-facing activities—they now have more time and energy […]

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Are your technology bases covered?

If you’re like many successful advisors whose schedules fill up quickly with client meetings and busywork every week, occasionally it may hit you that in order to prepare for future growth and build capacity into your business, you need to improve upon your efficiency and profitability—and in this day and age, this probably includes making […]

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What’s stopping you from building the business you really want?

More often than not, advisors may have an idea of what they want their business to look like, but at the end of the day they don’t end up taking the steps that will get them there. So what are the most common motivators to start making big changes to your business? There are several […]

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Back by popular demand: More tips on making a smooth transition to independence

Our industry has shifted significantly toward the fee-based or fee-only business model over the past few years. And an ever-growing number of advisors continues to contemplate making the move to independence. Working for many years alongside advisors on this journey has allowed us to gather hands-on insight throughout those transitions. Last month we shared some […]

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How Can You Help Ensure a More Successful Transition to Independence?

Today, for any number of reasons, more advisors than ever are choosing the independent route. It’s a big task which requires careful planning and commitment, but ask advisors who have gone through it whether the time and effort they spent to ultimately achieve independence was well spent. They’ll very likely respond with a resounding “Yes!” […]

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Seeking a Better Work-Life Balance? You’re Not Alone…

Earlier this year we had the pleasure of participating as a consultant in the Renovation Room of the new series created by InvestmentNews, titled “Practice Makeover“. The first installation of the series featured one great advisor who had hit a capacity wall and wanted a better work-life balance. The final episode, during which this advisor […]

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Watch as this Advisor Undergoes a Practice Makeover in Real Time…

Have you had a chance to check out this series online yet? If not, it’s worth checking out. InvestmentNews has created a new segment called “Practice Makeover”, and through it they’re committed to focusing in on one great advisor who has hit a capacity wall and wants a better work/life balance. With the help and […]

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Making Sense of Your Outsourcing Options in 2014

If you’re a busy advisor who has considered outsourcing any area of your business, then you already know you have many good options. Our consulting team often has conversations with advisors who are either overwhelmed with, or unaware of, all the choices available to them today. It can be tough to differentiate between the benefits […]

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What are the most common obstacles we’ve seen successful advisors challenged with in 2013?

As another year-end rapidly approaches, we thought it would be a good time to recap what our team has learned from talking with many advisors in 2013. What we often find is that certain business practices frequently end up preventing good-intentioned advisors from moving forward and achieving the businesses they really want. So many advisors […]

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