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Consulting for the Individual Financial Advisor
LPL Financial, the # 1 independent broker/dealer, has chosen fiSMART
as one of it's recomended educational, coaching, and training for its financial advisors.
Whether you are new to the financial service industry or a veteran of 30
years, fiSMART offers an array of on site or web conferences consulting
services that can be customized to lead you in identifying and overcoming
the barriers that prevent you from achieving your full potential and success.
“Not only did I get paid for doing financial plans, but in the first
quarter of implementing the Your Financial House® process,
I doubled the revenue of my practice.”
- Joe Garrett, President, Garrett Financial Group
YFH Licensee
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Call or email us today and let us do a free
initial assessment for you and your practice
and provide you with the insight and
information on how we can meet your needs. links
At fiSMART we know Knowledge gives you
Confidence to Achieve your Goals. |
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Advisor Consulting Menu: You select, we deliver
- One-on-one wealth management consulting for individual practices.
- Coaching for financial advisors
- On site consulting that strengthen client relationships
- Systems that facilitate the the transition to a fee-based practice
- Business model assessments
- Team organization assessments
- Marketing and strategy consulting
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Financial Disclosure Privacy Terms & Conditions
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.
