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Our Approach

Custom Solutions

Most financial professionals do not spend enough time planning for their own business and as a result they often plateau due to lack of time, expertise and capital. At Farpointe we start by listening because we want to understand your unique approach to serving clients.  We take the time to understand the most important areas you want to preserve, and then identify opportunities for increased efficiency and growth. Starting with your carefully orchestrated transition, we will help you optimize your operations and challenge you to be deliberate in creating a strategic plan and measuring the health of your business over time. 

Optimizing Your Business

Farpointe provides fresh perspectives and insights and and also new approaches.  We are ready to provide guidance on new ideas like using AdvicePay to reach new client segments or enhancing your client experience with technology tools like RiskAlyze. We look forward to working with you and your team to realize the benefits of best-in-class technology and product offerings that Farpointe and Cetera deliver.

Protecting Your Business

Using cutting-edge technology and valuation tools, we will help you to establish a baseline third-party valuation of the business you've built. In addition to providing valuable insights about ways to improve the value of your enterprise over time, the valuation process qualifies you to participate in Cetera's LegacyBuilder program, a voluntary "backstop" option to protect the value of your business for your loved ones in case of an unexpected exit.

Creating a Plan for You

Leveraging the combined resources of Farpointe and Cetera, we will create a strategic plan for your business, complete with metrics to measure progress.  Similar to creating a plan with your clients, we will help you establish priorities, action plans, and metrics to drive accountability and measure success.  The magic of the Farpointe connection helps our advisors accelerate their progress – we connect advisors who are working on different aspects of their business to share ideas and experiences to the benefit of all.