The entire FocusPoint team is comprised of highly experienced, knowledgeable professionals who are all exceptionally qualified for the roles they play in the advisor support process. Each person has been individually selected because of his or her unique abilities and background in the RIA and financial services world.
As you begin talking and planning with us, you'll get to know each of the following key team members.
Initially, these integral people will serve as your support system as you make a decision about partnering with FocusPoint. They'll also work closely with you to develop and implement your unique transition plan.
Once you decide to work with us, on an ongoing basis, you'll have one central point of contact in our back office—but this core team will always be available to you for assistance and communication.
“It was pretty common for me to have a client with an American funds account held directly at American funds, a brokerage account at my IBD, a variable annuity account at the Hartford, and a managed account at a third-party money manager. Now you’ve got four different sets of forms, four different websites, four different 800-numbers, four different statements coming in, and so on. So from a staff—and client—standpoint, to become familiar with all of that is just impossible.
We’ve now simplified everything. We have procedures and policies manuals in place, checklists, everything. And all we had to do it for was one custodian, so that was helpful. This all gives me peace of mind when I’m out of the office as well.”
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