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Building a Strategic Plan

Building a Strategic Plan

We will help you create and execute on a strategic plan with assessment, performance indicators and measurable objectives in five key areas.

Client Experience

Client Experience

We help you implement best practices to optimize your client experience, incorporating a best-in-class suite of technology platforms to streamline your operations and create additional capacity to drive growth.

Succession and Continuity Planning

Succession and Continuity Planning

We use cutting-edge valuation tools and the Legacy Builder business continuity program to value and protect your business.


Culture First

Culture First

The Farpointe culture and community is the core element in continuously delivering value to our advisors.  We have found that connecting like-minded advisors with one another to share opportunities accelerates improvements and builds trust and comradery for the future.

Farpointe Connection

Farpointe Connection

The Farpointe Connection is a monthly meeting among Farpointe-affiliated advisors that includes updates from Farpointe leadership and from Cetera on new offerings and technology, as well as key updates and growth concepts. We feature a monthly advisor profile that focuses on best-practices of your Farpointe peers, and our Stronger Together forum for practice management solutions.  This is in addition to other periodic Farpointe-sponsored events, like our proprietary M&A Academy.


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