About
We are comprised of strategic planners, business development and branding experts, and communications and design professionals – all with extensive experience in the financial advisory world.
Fort Point Growth Partners is an entrepreneurial firm dedicated to serving the needs of the fee-based advisor community as well as the service providers who support them.
Fort Point will work with you to significantly improve the growth of your business and to choose the right course of action – fusing together executable business strategy, proven marketing tactics, and effective brand marketing communications – to move beyond where you are today.
Our passion lies in finding the big idea – the core of who you are and what you stand for – that will define you in the minds of the people who are most critical to your success: your clients, your professional network and your associates.
Paula R. David
 Paula David is the founder and principal of Fort Point Growth Partners, LLC, located outside of Boston, MA. Paula brings her unique, passionate perspective and hands-on expertise to helping financial advisors grow profitable and sustainable businesses. Her practical, actionable insights into challenges as diverse as client acquisition, business profitability, and strategic growth planning have been cultivated over a 25-year career in which she guided the positioning and branding of a multitude of financial services firms – from some of the world’s largest asset managers to highly-specialized niche wealth management practices.
For nearly eight years she was Senior Vice President at Fidelity Investments, responsible for branding and marketing for a number of divisions, including the Employer Services Company, Institutional Brokerage Group, and the Registered Investment Advisor Group. She spearheaded the development of PracticeAdvantagesm and PracticeMarksm, industry-leading practice management, strategic planning, marketing, and transition programs for independent advisors.
She was also Senior Vice President and Managing Director for Funds Distributor, Inc. in Boston, MA, where she headed up a full service marketing agency for its nationwide clientele of financial services firms. Her other senior staff positions in the financial industry were with First Data Investor Services, 440 Financial, and Allmerica Financial.
The winner of numerous industry awards, Paula is an engaging speaker and writer on practice management, branding, and the marketing of emerging wealth management trends.
The Fort Point team: Bringing the best to independent advisors
Paula David has assembled a network of independent strategic, marketing, research, communications, and creative professionals to meet the demands of those advisors who are committed to building a new business or taking an established enterprise to a new level.
 | John Drachman, The Drachman Group, senior editorial consultant, has provided integrated marketing communications programs to the advisor world for almost two decades. He brings a broad understanding of the strategic challenges advisors and their clients face to every creative assignment. |
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 | Haig Bedrossian, Creative:Mint, senior creative consultant, has provided high quality branding and identity solutions to companies throughout the world. His knowledge of creating an integrated brand experience across all touch points, including print collateral, advertising, interiors and online branding will be particularly important to those advisors who wish to build on the effectiveness of their brand and attract new client segments. |
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 | D. Christopher Brown, CFP®, Brown Research LLC, senior research analyst. As a consultant, researcher and communications professional with over 18 years of industry experience, Chris has extensive knowledge of advisor trends and preferences across the broker/dealer and registered investment advisor channels. He uses this knowledge to help asset managers, product manufacturers, broker/dealers, custodians, and other service providers expand their market share by better understanding and meeting the needs of key customer segments. |
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Call today for an assessment of your strategic needs.
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508.767.0250
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