Wealth Management Courses and Consultation Services for the Financial Industry

At fiSMART we provide financial planning systems and
solutions that meet today's market demands.

LPL Financial, the nation's largest independent broker dealer, has chosen
fiSMART as a coaching resource for its advisors.

Creative Wealth Management Solutions

fiSMART is an educational company that provides creative wealth management training, coaching and consulting for the financial services industry, introducing systems and services designed to bring all aspects of financial planning under one roof, thus helping financial advisors improve their service while lessening clients’ anxiety.

fiSMART specializes in
  • Educating and consulting with financial professionals
  • Delivering wealth management courses and programs for financial institutions, including banks, money management and investment firms, insurance and independent financial advisors
  • Speaking at corporate-sponsored events that give executives and employees greater understanding and appreciation of their personal finances
fiSMART’s mission is to “teach success financially,” which is done through licensing, workshops, seminars, one-on-one coaching, and institutional consulting. The firm consistently creates financial planning systems designed to help members of this industry better serve their clients and realize greater personal success at the same time.

The "fi" in fiSMART stands for many things, among them

  • financial intelligence,
  • financial inspiration,
  • financial improvement,
  • financial independence,
  • financial integrity,
  • financial innovation, and even
  • fulfilled individual.

A Home Construction Analogy That's More Than a New Approach ... It's a Process Readily Embraced by Your Clients.

The founder of fiSMART and creator of its premiere program, Your Financial House™, Greg Powell emphasizes, "I consider myself a builder." Never mind that Greg doesn't own a hardhat. He also doesn't know a portico from a pediment. But for 23 years, Greg Powell has helped families build houses that provide more than shelter.

Powell explains that he's not building with brick or two-by-fours. Instead, he helps families construct their "financial houses." Those houses include every room clients need, from early career to end-of-life concerns. His exciting and easy-to-understand approach to finances helps investors prepare for their futures. What's more, Your Financial House is a support system that helps ensure financial advisors provide for all the needs of their clients, now and in the future.

Welcome to a comprehensive educational and support process that enhances the financial advisor's ability to develop and successfully manage financial planning systems and the complex transition to fee-based client relationships.


The Key to Success Is Not the Statements You Make, But the Questions You Ask.

ARMSTM
Asset Relationship Management Solutions

Discover the fiSMART teams Asset Relationship Management Solutions

Today's financial institutions ask many questions as they recognize the need for changes in their business models and witness a decline in revenues, as well as commoditization of products and services. These organizations and their advisors are attempting to get their ARMS around the problem and, once again, gain control and focus of their business.

Unfortunately, the questions being asked too often relate to the way the industry conducted business in the past rather than how it will evolve into the future. Often, product remains the main focus or, worse yet, the protection of different departmental interests and concerns within the financial institutions take center stage.

But by implementing our ARMS systems and processes, we at fiSMART are able to show financial institutions that they can no longer judge their success merely by product revenue or monetary assets under management -- and what criteria will build better businesses for the future.

Your key assets are relationships, both within and outside the financial institution. From helping senior management implement ARMS strategies for their financial advisors to assisting financial advisors to understand the full value of every client relationship, we ensure everyone comes to grips with how to create a consistent client experience.

fiSMART Team Headquarters

Our headquarters in Birmingham, Alabama
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Your Financial House is a Patent Pending Financial Process. fiSMART, Your Financial House, O3, Financial Blueprint, ARMS,
Declaration of Financial Independence, A.S.K., and Secrets of the Financial Masters are trademarks of fiSMART, LLC and Greg Powell.
fiSMART is not affiliated with LPL Financial.

http://www.fiSMART.com © 2005- 2007 fiSMART, LLC and Greg Powell, All Rights Reserved.