You’re seeking REAL RESULTS. We’ve designed our hands-on Practice Development Program to help you create them.
FocusPoint can help you not only DEFINE, but clearly ARTICULATE and successfully DELIVER your unique brand and message. How? By helping you build the right strategies which will allow you to successfully EXECUTE your customized sales and marketing plans.
One of the cornerstones of our practice development program is that no two advisors are alike.
Once you determine which goals are most crucial to you today, we will build a blueprint to help you achieve them. With more than 100 years of combined experience—and a sincere passion and commitment to help you achieve your ideal business—our team of consultants is available to lead you through our personalized Practice Development Program.
Across the wide array of back/middle office and all other services we offer advisors, we don’t dictate how you run your business. Rather, we are here to serve you in the areas where you need us the most.
What Will You ACHIEVE with FocusPoint?
- GROW your business
Utilize our tools, resources, and team of professionals to build, market, and grow your business and your brand—at your own pace. Whether you’re ready to add 5—or 50—client relationships this year, we can help.
- CONTROL and ENHANCE your client experience
Take advantage of the systems we’ve designed to help your business, office, and team function more smoothly and efficiently. Tap into our client tools resources…and customize them to suit your unique needs.
- DELIVER your UNIQUE message
Our experienced team will work alongside you to collaborate and bring your unique message and brand to life. We will develop and design the special client deliverables that you know will work for you.
- CREATE and EXECUTE your custom marketing and sales plans
When you make the commitment to actively participate in our practice development program, our team can help you get really thorough and specific with goal setting, based on the details of your unique business strengths and needs. This process allows us to drill down to identify the precise action items you can take in order to execute your plans…and ultimately reach your goals.