For Independent Advisors

The Power to Move Beyond

Where do you want to take your practice?
Whether you’ve decided to set out on your own, or want more from an established successful practice, you’re ready to move beyond where you are today and explore new avenues of growth for your business.

Fort Point Growth Partners is for entrepreneurial financial advisors who want more for their clients and more for their businesses. Advisors who are:

• Passionate about upholding higher standards and providing more expert advice
• Committed to growing a more successful business and legacy
• Embracing a more strategic and professional management approach
• Looking to get more personal and professional satisfaction from the practice

Fort Point Growth Partners assists those who are:

• Transitioners who wish to make a rapid, satisfying career move to independence
• Established advisors who desire to transform their practices into enduring businesses that are as personally satisfying as they are more profitable

Discover more about Fort Point Growth Partners

We’ll help you articulate your vision for the future, develop growth strategies to meet your goals, and create the communications to build a strong brand.

Call today for an assessment of your strategic needs.

508.767.0250

Build a strong foundation for your growth and profitability right from the start.

You bring more than independence
You have made the decision to control your own destiny as an independent fee-based advisor, choosing your own clients and building your own brand. Now, what's your vision? Fort Point Growth Partners can help you define your vision, develop your brand identity, and implement an effective business development program to point you in the right direction.

• What kind of firm do you want to be? What’s the right business model for you and your clients? Are you planning to be an investment management or an asset management firm? A financial planning firm or a wealth management firm providing holistic financial advisory services?
• What’s your identity? How will you stand out? Do you have a compelling story and a distinguishing visual style in your communications that will help you build your brand in the marketplace?
• How will you attract the right clients? If you’re transitioning to your own fee-based business, we’ll help you persuade your existing clients to take advantage of your expanded capabilities. Or, if you’re new to the advisory world, we’ll help you target the right prospects for your firm.
• How will you get everything done? You can’t do it all yourself. You have to focus on your clients. Decide on your core competencies, and then look for experts to help with the rest.

Resolving these important questions will prepare the foundation for an RIA firm that fulfills personal and professional success.

Learn more about Fort Point’s services