Working From Home: the New Normal

Advisors working remotely.

Is Now the Perfect Tiem to go Independent?

Many financial advisors—along with their happy clients—have successfully adapted to a new, much more virtual landscape. Working and conducting business remotely has simply become the new normal for many of us.

Illustration of a woman sitting at table with a laptop, working from home.

In our world of broker/dealers and custodians, firms commonly have multiple branches in big cities. Due to the pandemic, out of necessity some of these companies have had no choice but to close or consolidate regional and other offices. As a result, many advisors now have either a) a much longer commute than they were used to; or b) the opportunity to work from home.

Are you dealing with this scenario or something similar? Or have you already successfully made the transition to working from a remote location of your choice? Either way, here’s something to consider:

Two advisors popping out of laptops, shaking hands. Text on image.

If so, let’s see if we can help. The independent advisors we support have access to all the technology, infrastructure, virtual back/middle office team, and practice development support they need in order to run highly efficient RIA businesses from just about anywhere.

They have leverage, flexibility, and control over their business.

We’ve been helping advisors transition to the RIA model for 20+ years. Let’s talk.

Contact us today. We can help you explore your options.

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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