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fiSMART News and Events
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LPL Financial, the # 1 independent broker/dealer, has chosen fiSMART as one of it's
recomended educational, coaching, and training for its financial advisors.
www.yourfinancialhouse.com website Upgrade: April 17th , 2008
- fiSMART updates it's existing Your Financial House® website with a new look and interactive links helping
educate clients, fiSMART Licensees and internet users on this innovative and exciting way to do financial
planning. Since 2005, this website has consistently updated our processes to educate advisors about this
process they can use with their clients to take their practice to the next level.
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You can view this exciting website at www.yourfinancialhouse.com
Interactive fiSMART.com Website Upgrade: August 9, 2008
- fiSMART upgrades it's website with brand new training resources, DVD's, online audios, eNewsletter, and blogs
providing wealth management solutions for financial advisors and financial institutions. Be sure to check out the
impressive and interactive Executive Cafe section where visitors can interact with and each other fiSMART on
various levels from round table discussions, "Brain Trust" audio interviews, and recommended books to read to
enhance financial planning as well as business model solutions.
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LPL National Conference, Chicago, IL: August, 11 & 13, 2008
- August 11: Panel Discussion: Greg spoke as Founder and CEO of fiSMART as well as
President and CEO of his own financial planning and wealth management, fi-Plan Partners.
August 13 AM Session: Panel Discussion regarding advisor fee-based service for a practice.
August 13 PM Session: Key Note: Greg spoke about How to Get Your A.R.M.S. Around Your Financial
practice: How to optimize yourself, your team, and your team meetings while creating an overall client experience
that increases your revenue and your personal freedom.
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"Very helpful. Transparency was key. This was the most informative
breakout session I've attended."
- Jordan P., Financial Consultant, LPL Financial
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IMCA Conference, Denver, CO: September 26, 27, 2008
- Greg Powell will be speaking on a panel discussing the pros and cons of being an independent advisor,
the difference between a Registered Investment Advisor and working for an independent broker/dealer, and why
they chose to "go independent."
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For more information go to www.IMCA.org
- Note: Check out the "Going Independent" DVD from fiSMART's SMART Training DVD Series
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Research Magazine Conference: Date: TBA
- Chicago, IL, Date: TBA : The Solutions You Need to Eliminate Your Anxieties and Fears of
Going Independent
New York, NY, Date: TBA: The Solutions You Need to Eliminate Your Anxieties and Fears of
Going Independent
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