Architect Your Unique Blueprint for Success

For over 15 years, independent advisors have looked to FocusPoint Solutions for help with outsourcing their day-to-day back office activities. At the same time—included in our service offering*—they are able to take advantage of our comprehensive, flexible Practice Development Program.

Unlike other practice development advisor offerings you may be familiar with, our program culminates in REAL RESULTS AND CUSTOMIZED DELIVERABLES, such as uniquely branded client materials and EXECUTABLE marketing and sales plans.

Our team can help you focus on any and all of the following goals:

  • Improve your quality of life
  • Control your client experience
  • (Re)design your unique message and brand
  • (Re)define and target your ideal client audience
  • Set specific, achievable goals and effectively measure your progress
  • Grow your business
  • Create custom marketing and sales strategies that work for you
  • Focus on personal and professional business development
  • Solve your succession plan puzzle
  • Maximize the value of your business

With more than 100 years of combined experience—and a sincere passion and commitment to help you achieve your goals—our team of consultants is available to lead you through our hands-on Practice Development Program. We can assist you (at whatever degree works best for 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 can help.

As advisors 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 Development Program—designed to be fully customizable to each advisor we support—comes in.

*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 development services and guidance are offered in-house and are built into FocusPoint’s advisor relationships.

As 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 customized marketing and sales strategies for you.

When you partner with FocusPoint, you gain access to all the Practice Development tools and resources we’ve created for our advisors.

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

We'll create a solution that's best for you and your business.

View our unique services that you can outsource with FocusPoint.

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Hear from advisors who have partnered with us.

Read some real-life case studies involving advisors FocusPoint Solutions has helped to successfully transition to new business models, while supporting them with an experienced virtual team and integrated technology.

Read Case Studies

We'll work with you every step of the way.

Think of FocusPoint Solutions as your Virtual Ensemble®.

If you'd like to schedule a 30-minute demo to learn more about FocusPoint Solutions' virtual support team and technology offering, contact us. Our goal is to customize a solution to address your unique needs.

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