Breaking Away: Setting the Stage for Success

Thinking about breaking away? It’s a venue which requires your time, careful planning, and commitment…but just talk to an advisor who has made the transition and they’re likely to say, “I only wish I had done it sooner.”

For almost 15 years, FocusPoint Solutions has been guiding advisors along the path to independence.

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While every firm is unique, here are 6 important themes we’ve identified throughout our extensive advisor transition experience:

Preparation is crucial – make the time to create a solid plan beforehand and then stick to it.

Making the transition to an RIA creates lots of opportunity: You can redesign your business, increase revenue, and be selective about the clients you serve.

Your clients will echo your excitement, satisfaction, and confidence about your new business model.

Surround yourself with a knowledgeable team of professionals to walk with you through the transition process – it will increase the likelihood of your satisfaction and success.

An experienced outsourcing partner can help you with or even eliminate such issues as client paperwork, compliance requirements, operational processes, or technology details.

If you’re eager to form your own RIA but your options are currently limited, a bridge RIA solution may be a great choice for you.

Read Our Advisor Case Studies

Keep these points in mind along your journey of breaking away and transitioning to independence and you’ll help ensure greater success…plus a smoother path along the way to achieving your goals.

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.

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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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