FocusPoint Solutions

80% of your results come from 20% of your efforts—are you focusing on the right things? The Pareto Principle (also known as the 80/20 rule) states that 80% of outcomes come from just 20% of efforts. For advisors, this means: ?? 80% of your business growth comes from 20% of your activities. ?? 80% of your revenue likely comes from 20% of your clients. ?? 80% of your time is probably spent on things that don’t move the needle. If you’re stuck in low-value tasks like paperwork, compliance, and reporting, you’re missing out on opportunities to scale. Focus on the 20% of activities that truly drive your business—and outsource the rest. ?? ????????’?? ?????? ???????? ??????’?? ?????????????????? ?????????? ?????? ???? ?????? ??????????? ?????? ???? ???????? ???? ?????? ????????????????! #FinancialAdvisors #RIA #TimeManagement #BusinessGrowth #ParetoPrinciple #AdvisorEfficiency #Outsourcing #ScaleYourFirm #WorkSmarter #FocusOnClients

At FocusPoint Solutions, we are proud to recognize the incredible women who help drive our firm's success. Their leadership, professional experience, and dedication make a meaningful impact on our team, our advisors, and the industry as a whole. ? ?????????????? ???????? – ?????????? ?????????????????? ?????????????? As COO, Sherine oversees all operational aspects of FocusPoint Solutions, including advisor transitions, service, trading, and data. She collaborates with custodians and business partners to implement solutions that enhance efficiency for advisors. ? ?????????????????? ???????????? – ???????????????? ???? ?????????????????? With a background in design, technology, and business, Elizabeth plays a key role in developing digital marketing strategies for FocusPoint Solutions and the advisors who partner with us. With 19 years of experience, she focuses on building marketing assets, systems, and processes that help our advisors enhance their digital presence. ? ?????? ?????????? – ?????????????????????? ?????????????? Amy specializes in helping new advisors transition smoothly to FocusPoint Solutions, guiding them through action plans and operational efficiencies. With experience in fee-based advisory services and custodial operations since 2009, she ensures every advisor integration is as seamless as possible. ? ?????????????? ?????????????????????? – ???????????????????? A founding partner of Carr Butterfield, LLP, Lisanne is an experienced litigator and legal strategist focused on advisors’ business transitions, employment matters, and regulatory issues. With 30+ years of experience, she provides invaluable counsel to financial professionals navigating career moves, compliance challenges, and business growth. ?? Learn more about our incredible team here: https://lnkd.in/gJbBBsEM #InternationalWomensDay #FocusPointSolutions #AdvisorSuccess

While we may lose an hour of sleep this weekend, we gain something even more valuable—more daylight to invest in what truly matters. At FocusPoint Solutions, we're all about helping advisors find more time for what's important. Just as Daylight Savings gives you an extra hour of evening light, our back-office solutions give you extra hours in your workday. https://lnkd.in/gaUJxkq ?? Question for our advisor community: What will you do with your extra hour of daylight? Client meetings? Strategic planning? Or perhaps some well-deserved personal time? ? Don't forget to adjust your clocks forward one hour before bed on Saturday night! #DaylightSavings #FinancialAdvisors #TimeManagement

Today is Employee Appreciation Day, and we're taking a moment to celebrate the incredible team that makes FocusPoint Solutions possible! From our dedicated relationship managers who know your business inside and out, to our operations team handling your trades and reporting, to our practice development team helping you grow – these amazing individuals pour their hearts into supporting your success every day. When advisors tell us they feel like we're truly an extension of their team, it's because of these wonderful people who treat your business as if it were their own. To our FocusPoint team: Thank you for your passion, dedication, and the care you show our advisors daily. You're the reason we can deliver on our promise that "Your success is our focus." #EmployeeAppreciationDay #TeamFocusPoint #FinancialAdvisors #RIASupport #ThankYouTeam

In recognition of Presidents’ Day, FocusPoint Solutions will be closed on Monday, February 17th, 2025, along with all domestic markets and custodians. FPS will be opened normal business hours on the Tuesday after. If you have any questions, please contact our office at (503) 445-1957 or your FPS Relationship Manager.

??The secret weapon of growing your business isn't what you think... Stop spending your days buried in administrative tasks when you could build meaningful client relationships. As your Virtual Ensemble?, FocusPoint Solutions handles your back-office operations so you can focus on what you do best - helping your clients achieve their financial goals. Our outsourcing solution includes: ? Dedicated relationship manager ? Complete back/middle office support ? Investment management services ? Practice development guidance ? Integrated technology suite ? Marketing support Start the year strong - let us handle the details while you build your dream practice. #FinancialAdvisors #PracticeManagement #RIA #WealthManagement #BusinessGrowth

?? Ready to Transform Your Advisory Practice in 2025? Stop wearing all the hats. Focus on what matters most - your clients. Why advisors trust our outsourcing solutions: - Dedicated relationship manager for seamless support - Comprehensive back/middle office services - Custom practice development programs - Technology and compliance support - More time for meaningful client relationships The result? A streamlined practice that lets you do what you do best - serve your clients. Make 2025 the year you build the practice you've always envisioned. ?? Learn how we can help you scale smarter: https://lnkd.in/gaugTbFm #FinancialAdvisors #WealthManagement #BusinessGrowth #PracticeManagement

Why Outsourcing is More Than a Cost-Cutting Measure ???? Outsourcing isn’t just about reducing costs—it’s about freeing up your time and resources to focus on what matters most: growing your practice. ? Discover the Full Benefits of Outsourcing: https://lnkd.in/gaugTbFm

?? Happy New Year from FocusPoint Solutions! ?? As we step into 2025, we want to take a moment to express our gratitude to our incredible clients, partners and team members. This new year brings fresh opportunities, goals, and challenges, and we’re excited to continue providing solutions that empower your success. Together, let’s make 2025 a year of growth, innovation and achievement. Wishing you and your loved ones a prosperous and joyful New Year! ?? #HappyNewYear #NewBeginnings #EmpoweringSuccess #FinancialAdvisor #BreakawayAdvisor

?????????? ?????????????????? ???????? ?????? ???? ???? ???? ???????????????????? ??????????????????!?? As we celebrate this joyous season, we want to express our gratitude to the advisors we've had the privilege to work with this year. May your holidays be filled with cherished moments with your loved ones. Here’s to a prosperous and successful new year! Also, below is our holiday office hours. #merrychristmas