Home

Case Study

Breakaway Advisor Seeking a Lifestyle

Breakaway Advisor Seeking a Lifestyle

FocusPoint Solutions
Pages 2 Pages

Case Study 1: Breakaway Advisor Seeking a Lifestyle Practice Advisor was managing approximately $35 million across 350 households, and affiliated with an independent B/D. He came to FocusPoint to learn more while considering selling his business. Advisor’s wife was working part-time as an assistant, and he had another employee doing the same thing. After consulting with him, both he and FocusPoint recognized that he wasn’t necessa

Join for free to read

You Might Also Like


Breakaway
Case Study Breakaway
Epson

Breakaway Solutions, Inc.
Case Study Breakaway Solutions, Inc.
Phoenix Management Services

Inclusion Advisor
Ebook Inclusion Advisor
Workhuman

Emerging Advisor Seeking Significant Growth, Minimal Staff, and a Solid Succession Plan
Case Study Emerging Advisor Seeking Significant Growth, Minimal Staff, and…
FocusPoint Solutions

More from FocusPoint Solutions


Emerging Advisor Seeking Significant Growth, Minimal Staff, and a Solid Succession Plan
Case Study Emerging Advisor Seeking Significant Growth, Minimal Staff, and…
FocusPoint Solutions

Existing Solo RIA Seeking Quality of Life and Growth without Staff
Case Study Existing Solo RIA Seeking Quality of Life and Growth without Staf…
FocusPoint Solutions

Overstaffed Hybrid RIA with Compliance Concerns, Seeking to Streamline Processes and Increase Profitability
Case Study Overstaffed Hybrid RIA with Compliance Concerns, Seeking to…
FocusPoint Solutions

Existing RIA Seeking to Grow to $1 B illion by Adding IARs and Outsourcing All Back Office/Investment
Case Study Existing RIA Seeking to Grow to $1 B illion by Adding IARs and…
FocusPoint Solutions
© 2025 Contentree.  All Rights Reserved   |   Privacy and Cookies   |   Legal   |   Do not sell my info