Wealth Management Systems That Address Today’s Financial Industry Trends

Download this FREE seminar recording today!

Greg Powell reveals the same progressive wealth management systems and processes implemented successfully in his own practice.

CHANGE… the financial wealth management industry is going through a metamorphosis that requires full attention. Miss a beat, remain unaware of the current trends, hold on too tightly to old paradigms and your practice will suffer!

Technology advancements and the demands of the most complex and challenged customers in financial history require new wealth management systems, processes and insights.

fiSMART has the keys to financial planning… the knowledge, the experience, the answers and the executable systems, products and services you need today for success tomorrow.

If your current marketing plan for wealth management is not producing…

Or you’re uncertain or don’t have a wealth management consulting plan in place and embraced by your team…

Discover now what financial advisors claim to be the most effective revenue generating wealth management system ever developed in the financial service industry…

A Proven Step-By-Step FINRA Reviewed Process for Creating Massive Win-Win Results for Both Client and the Advisor

If you have concerns or questions about the current state of our industry and its impact on your practice, please take action and step towards a more progressive wealth management solution.

…A process that demands integrity and respect to achieve revenue and results… with client lifetime value.

“Finally, proof positive that financial planning can be a profitable revenue stream, including capturing assets”
- James Welden, President, Welden Financial Services.

Listen to Greg discuss the latest trends in the Financial Service Industry

Greg reveals the changing dynamics in the financial services industry and how you can capitalize on these changes. He invested over $250,000 in researching the information you are about to hear, and tests his theories daily in real applications. Topics of discussion include: What’s tired and just not working in wealth management practices? Fulfilling and easy to implement financial advisor revenue models that you probably never considered before. Transaction and Fee-based compensation models, challenges and solutions you can address immediately. Client retention and acquisition processes that dramatically improve the bottom line. Instilling trust and confidence in your clients... ... Plus many more industry hot topics you will want to know about. Greg is talking about the future of your industry in this recording. A quote from this recording... “You need to know that my research shows that the financial advisors who don’t successfully embrace financial planning will not be in the industry within the next five years.” Download this FREE Seminar Recording

“Greg Powell and his team at fiSMART are leaders in our industry…
they are role models of how this business should be
managed in the new millennium.”
- Dan Vacca, former VP, Dir. of Financial Planning, Morgan Stanley

Looking for a fast track? Start with one of fiSMART’s Introductory Products. Your satisfaction is guaranteed!

Time is wasting! You’re ready to start using an innovative, proven process for advice-driven financial planning that connects with clients at a fundamental level and enhances your revenue. Sign up now for our next training and become a Your Financial House Licensee.

Greg Powell
Thought Leader,Educator, Visionary

Transforming the Industry while rising above the competition

“Greg brings an intensity and energy to our business unlike anyone else I’ve ever seen. Seeing Greg in action makes me believe there’s nothing we can’t accomplish!”

S.M., Director of Affiliated Consulting Services

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fiSMART Training fiSMART Training Conferences Smart Financial Advising™ using FINRA Reviewed Your Financial House™ to Build Your Practice, are customized for each individual organization. This insures quality training that is target specific based on fiSMART’s assessment of a groups business structure and work environment. fiSMART Training is Diagnostic, Profiling, Training and One-on-One Coaching in one fully comprehensive program with Customization and Private Branding.

October 17-18, 2007 Conference Speaker SunLife Conference Charlotte, NC

Presentations & Appearances

National LPL Conference Boston, MA

Key Note Speaker - Hilliard Lyons Academy of Multidisciplinary Practice, CWA Program Louisville, KY

SunGard Conference Key Note Park City, Utah

Web Seminars Industry Trends About Your Financial House

TWO POWERFUL NEW PRODUCTS Greg Powell's Groundbreaking CD Program Get With It! Education for a Financial Advisor 3 transformative CDs with result generating solutions you can put into action immediately. Get With It Now!

New Financial Communication Assessment tools. fiSMART’s Communication Assessments are essential to achieving optimum performance in your financial service practice and for maximizing the impact and connection with your clients. Click here to learn MORE about these essential financial service communication tools

SECRETS OF THE FINANCIAL MASTERS™

FREE WEB SEMINAR / PODCASTS

Listen to Greg Powell and special guests in live interviews that organize the wealth management function by uncovering the key to financial planning. Click Here to Register for Secrets of the Financial Masters

"The 97 advisers at lunch and 45 advisers at the Houston Officer's Club have been exceptionally vocal about your process, system, and experience being nothing short of extraordinary, with many already strategizing how to implement some of your ideas.” K.R. Senior VP Wealth Consultant