How will you grow this year?

Have you grown in recent months by bringing in net new assets, or has your firm increased in size largely due to market growth? What will your outflows/distributions look like this year?

Whether you’re trying to scale your firm, attract your ideal clients, or create more efficient systems, now is the time to take action with a focused business growth strategy.

Build, market, and grow your business and brand—at your own pace. Whether your goals involve adding a handful of new client relationships or significantly expanding your book of business, we’re here to support you.

FocusPoint Solutions is designed to support your growth—whatever that means to you. Many of the successful independent advisory firms we support have grown organically over the years; for many of these firms, focusing on client service has been a key driver of their organic growth. As firms outsource non-client-facing back and middle office activities to FocusPoint, they may free up more time and energy to focus on creating proactive business planning and client service. This is where our unique and comprehensive Practice Development Program—designed to be fully customizable to each advisor we support, comes in.

Our Practice Development Program is designed for advisors who want support with strategic planning, targeted marketing, and optimized service delivery. We integrate time-tested business planning and marketing practices into our ongoing advisor support model.

Alongside the foundation of our well-established back office outsourcing services, we proudly offer all of our advisors a comprehensive and unique Practice Development Program. It’s all available within our long-standing service model for independent advisors.

FocusPoint provides our network of advisors with ongoing Practice Development support in the following areas:

• Strategies to enhance profitability and efficiency
• Creating a more sustainable work–life balance
• Defining and targeting your ideal client
• Designing and systemizing your client experience
• Pursuing business growth in a deliberate, strategic way
• Developing strategic plans intended to support sustainable growth
• Targeted marketing aligned with your brand voice and audience
• Creating a marketing strategy that fits your goals and capacity
• Succession planning considerations and frameworks
• Understanding and helping to enhance the built-in value of your business

As part of supporting you in working toward to a more ideal business model (whatever that means to you), we can work closely with you to develop and improve your marketing and sales strategies, processes, systems, collateral…even your unique brand message.

With decades of experience in supporting advisory firms, we act as your business growth consultants— working with you to develop custom approaches aligned with your specific business goals. Whether you’re focused on lead generation, improving conversion, or scaling operations, our team can help.

We’ve worked diligently and thoughtfully to develop our unique, multi-faceted program, led by our executive team. Your roadmap is customized to meet your needs, and can include helping you to create and gain more clarity—and establish processes—around your marketing and sales strategies. Based on your goals and vision for the future of your business, we can even collaborate with you to help develop, design, or update your message and supporting materials.

Through our growth strategy consulting model, we focus on practical steps that help you build capacity, strengthen your core offerings, and streamline the delivery of your products or services.

FocusPoint’s highly skilled Practice Development Team has more than 100 years of combined industry experience.. When you partner with FocusPoint, you gain access to all the Practice Development tools and resources we’ve created for our advisors.

As business consultants focused on growth, we’re here to provide experienced guidance and ongoing support as you work to expand your reach and impact.

We’re here to help whenever you’re ready. Your success is our focus.

Any references to business growth, profitability, or efficiency are illustrative and not guaranteed. Results for individual advisory firms will vary based on a variety of factors. This material is for informational purposes only and does not constitute legal, tax, or investment advice. Advisory firms should consult their compliance and legal professionals before implementing new business or marketing strategies.