step-by-step wealth management systems for financial advisors

Book Greg Powell to speak:

"Best speaker we've ever had! Thank you for giving us things that make sense that we are comfortable using. I don't want
somebody to tell me to say a bunch of stuff that makes me sweat. Thank you for providing value. I believe that
your information will make a difference and improve the quality of my team's life"

Jerri Wentz, AVP/ Major National Wirehouse



My Purpose: No one is successful or fulfilled unless they
touch the lives of the people around them. Everyday, throughout
this industry, financial advisors strive to make a difference in
people's lives. So often, advisors are focused on helping others
that they forget to help themselves and take the time they need
to improve the way they do business.

My Passion: When I speak, it is with a passion of knowing
that the knowledge I can provide advisors will have a tremendous
rippling effect in improving their lives, the lives of their families and
team members, the lives of their clients and their families, and
ultimately, take the financial service industry to a higher level.



My Method: Every speaking engagement is customized to
address the anxieties, frustrations, and issues of those attending
the event. I believe "The key to success is not the statements you
make but the questions you ask." Throughout my presentations,
there is audience participation as well as transparent discussion
about my successes and mistakes. My goal is to allow those
attendees to know that their time has been well invested and not
just spent. By providing step-by-step solutions, advisors can
develop a vision for their practice that is far more valuable than a
vision statement. After all, seeing is believing.

Please fill out the form below and submit it to me and I will be in touch with you to talk about your event and how we can make it
a success.

Direct e-mail: Click here for direct e-mail correspondence.

I understand that my contact information will be kept private, and
never sold or shared without my expressed permission.

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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.