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Many advisors who find us are frustrated because they feel like their clients' assets are all over the place. Others have considered redefining their fee structure. Not surprisingly, advisors often simply resign themselves to doing the same old thing—a formula guaranteed to result in lower levels of both client service and profitability.

It can be quite a feat to figure out a solution to these issues.

Your team at FocusPoint will be as involved as you'd like. Once you make the decision to work with us, a whole range of business consulting comes into play—including guidance as you discuss your new and improved business model with clients. As your virtual partner, FocusPoint will also work with you to design a game plan based on how quickly you'd like to meet with clients to communicate these exciting changes. Your transition timeline is custom—designed based on how quickly you'd like to meet with clients to discuss your enhanced business model.

Our partners' initial client meetings often result in more profitable relationships. This is largely attributed to clients' recognition of the additional value their advisor can now offer as a result of incorporating our systems into his or her practice. Interestingly, our partners consistently report that our coaching process facilitates comfortable discussions with clients. These sessions provide the perfect opportunity to introduce a new level of service and communication that clients can—and should——now expect. As our partners have more free time to focus on client—centric activities, these relationships can significantly improve.

You're more than welcome to talk with our partners about their clients' positive reactions to these conversations. While it's inevitable that some advisors will experience margin compression, those we've empowered report just the opposite: A thriving business, happy clients, and plenty of time for the good stuff.

>> Advisor—Minded Support