The Perfect Solution for Breakaway Advisors

Just imagine transforming your fee-based business into a thriving RIA.

What’s holding you back?

If you’re like many advisors, you may be having any and all of the following concerns. But read on…because your fears may be unfounded:

  • “I won’t be able to afford the cost of having my own RIA.” The longer you wait to break away, the more opportunity cost you’re incurring—and compounding. By NOT having your own RIA, you’re actually missing out on revenue.
  • “I’ll have to settle for inadequate service and support.” Gain leverage from a partnership with FocusPoint and enjoy the high level of service and support you and your clients deserve.
  • “I don’t want to give up marketing and sales support and resources.” Utilize our Practice Development Program and enjoy benefits such as customized branding and collateral, plus marketing and sales plans which deliver REAL RESULTS.
  • “I won’t be equipped for growth.” We work with you to come up with your own marketing strategy with action items specific to you and your target audience, then come alongside you to help you execute it.
  • “I’m not interested in hiring, managing, or training a bunch of new staff.” Outsourcing to our experienced virtual team allows you the freedom to run a highly efficient business, with built-in capacity for growth with minimal staff. You gain a dedicated relationship manager who serves as your central point of contact AND an extension of your own team. Plus, you’re able to free up your integral employees’ time and energy to shift them to more motivating roles.
  • “All the paperwork and planning involved is too overwhelming.” Our team will customize your transition plan, complete relevant paperwork for you, help you get established with the custodian of your choice, plus set up and trade new accounts and transfer cost basis info as needed.
  • “I’m not interested in dealing with technology.” FocusPoint gives you the scale and resources you need to develop systems and to purchase state-of-the art technology that could otherwise be cost prohibitive. Plug into our integrated, advisor-minded, non-proprietary suite of technology and IT support team and let us handle that burden for you.
  • “My clients will feel hesitant to make such a big move.” When you’re excited and passionate about your business transition, your clients will be, too. We will work with you to develop client language and meeting plans that work specifically for you…helping you to smoothly transition your ideal clients into your new business model.
  • “I want independence, but I don’t like the idea of going it alone.” You’re not alone. FocusPoint offers you a unique combination of support: An experienced team of back/middle office and practice development professionals to walk alongside you on your journey to independence, plus a community of like-minded, independent advisors across the country, who desire autonomy, leverage, and guidance (without the need to join a larger firm).
  • “I don’t know what I don’t know.” Contact us to talk—confidentially—through your fears, concerns, and questions. We’ve been helping advisors transition to true independence for over 17 years, and we’re dedicated to helping you achieve your ideal business. Your success is our focus.
Advisor pointing to chart in a brochure

Whether your goal is to manage $50M or $1B, FocusPoint’s established breakaway solution can actually help you GROW…while giving you the ability to maintain true independence. For 17+ years, we’ve been supporting advisors with our proven model and powerful support engine to transform their fee-based businesses into thriving RIAs.

So, if you’re (almost) ready to break away and break the mold, let FocusPoint be the catalyst that accelerates your success. Think of us as your Virtual Ensemble™, allowing you to enjoy all the benefits of a larger firm—while keeping your own identity and remaining in control of all decisions relating to your business. Plug into the consistency, expertise, dedication, and trusted partnership of FocusPoint Solutions. And transform your business into one that’s not designed for the masses—it’s built specifically for you.

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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