Your initial transition to a true RIA business model requires some thorough, strategic work up front to develop your new and improved client message, process, systems, and pieces.

We're here to help you with everything from assisting you with scripting out client conversations to creating new client presentation materials to generally positioning the transition in an exciting light. We'll be as involved as you want—the more you share, the more we can help...

What's interesting is that as much up—front support as your FocusPoint team provides, advisors tell us they begin to see the true value of our services long after their transition is complete. This is why it can be challenging to describe exactly what we do for advisors, since—just like your clients—each firm we support has unique needs and goals.

Here are just a few of the areas in which we can provide you ongoing support:

Increasing profitability and efficiency
Improving your quality of life
Defining and targeting your ideal client
Controlling your client experience
Succession planning
Maximizing the built—in value of your business

Our team of professionals also develops and distribute regular, editable, customizable client communications (8 times/year). These letters are designed from an upper level to address any questions clients might be having based on the broad state of the economy, their long—term investment goals, as well as those short—term issues which affect all of us on a personal level; i.e. the real estate bubble, gas prices, etc.

You're also more than welcome to private label and utilize the many advisor marketing pieces our group has created over the years. Everything you'll pull from our systems has been designed to emphasize the value of long—term investing and the client—advisor relationship. You can adjust, edit, or use them as—is. We will never dictate how you run your business—but we will provide you with a vast arsenal of resources, including advisor—created tools, from which you can choose.

>> Staff: Before and After

“Get clear and then figure out whether your client base fits into this vision or can be pretty easily modified to fit it. Be organized up front as much as possible but not to the degree that it delays you. Get excited. Don’t miss the opportunity to really make something in addition to the transition itself; make it a business-growing opportunity.

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