At FocusPoint Solutions, our strongest belief is that an advisor’s time is best spent in front of clients, maintaining and cultivating relationships. Therefore, it goes to follow that we are extremely involved in your transition process from start to finish. After you have made the decision to move forward with FocusPoint Solutions, our transition/compliance team will work with you create a customized transition timeline and business analysis based on your needs. We will handle any necessary initial paperwork and administration so that you can focus on meeting with clients to explain your new business model and your ability to now service them at an even higher level.