Advisors who use FocusPoint find that not only do they have more time to focus on the things they do best and truly enjoy most—in many cases, so do their staff.
No matter how big or small your team, when you work with us, you'll discover that FocusPoint takes over the most time—consuming tasks (such as tracking transfer paperwork, freeing up trades for client redemptions, account review, trading, reporting... not to mention, of course, continuously researching investments).
We recognize that many successful advisors reach a point where they feel unable to effectively service another client. You are not alone if you have found yourself at some point facing this universal conundrum: How can I increase business without sacrificing attention to client service?
This is something many of the advisors who contact us are experiencing. More often than not, their first inclination is to hire more staff in order to grow the business. But is it really that simple? Maybe not. Moving to a fee—based business that offers a true service model, as opposed to a product distribution one, requires you, the advisor, to build up your firm's infrastructure — which will require more people and likely, more of your time. Unless, of course, you can find a way to outsource the right tasks to the right partners.
In the background, our back office staff will handle things like transfers and paperwork so that you can focus on sitting down with clients. And, once you initiate a client activity and assign it to our back office, it must be closed out with your satisfaction and approval. You have real—time access to all activities, account values, reports, etc. In other areas, enjoy the support of a full—time Investment Policy Committee that operates under your discretion, as well as a compliance/transition support team, and much more.
Think of FocusPoint as your Virtual Ensemble, allowing you to enjoy all of the economies of scale and synergy of a much larger firm—while keeping your independence and remaining in control of all decisions relating to your business.
“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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