Your Financial House Licensee Program
Using FINRA Reviewed Your Financial House
A Wealth Management Solution That Will Transform Your Practice
Discover new financial planning business opportunities that address the changing dynamics in our industry.
“ 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
LPL Financial, the nation's largest independent broker dealer, has chosen fiSMART as a coaching resource for its advisors.
Consider…
An innovative proven wealth management solution for advice-driven financial planning that connects with clients at a fundamental level and enhances your revenue.
Consider…
An intuitive and thorough financial planner license system for rapidly assessing client needs and wholly satisfying them in a predictable, repeatable and enjoyable manner.
Consider…
A dramatic increase to your income and at the same time improve your quality of life as well as the lives of your clients? Embracing financial planning — in the right way — can help to deliver revenues otherwise missed, with greater satisfaction.
Consider…
More revenues, more assets, more time and more fun!
You can’t afford to delay one second longer the insights and opportunities that are transforming financial practices.
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What you need to know about your industry
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Get detail about the Your Financial House
patent pending process
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Get the details about the most thorough and empowering financial planner license program ever created for advisors.
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Make a decision today and submit your application
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Now is the time to make a difference… for you and your clients.
Truly make a difference for your clients by providing a new kind of financial planning that reduces your clients anxieties, enhances their strengths and gives them the knowledge they need in order to do both. This system will pay dividends by allowing you to deliver the kind of service you've always wanted to offer, and to reap the resulting benefits.
Smart Financial Advising™ with the patent pending Your Financial House® (YFH) system utilizes innovative and proven strategies and methodologies combined with practice tools and knowledge products to:
- Reduce the complexity inherent in sophisticated financial planning with streamlined systems and processes
- Provide a metaphorical framework allowing practical common sense understanding of the financial planning arena for both financial advisors and clients
- Shorten the time horizon for client learning
- Create referrals through enhanced client satisfaction
- Simplify and shorten the time it takes to develop a comprehensive financial plan
- Motivate clients to relate to and participate in the financial planning process
- Motivate financial advisors and financial planners to market, manage and grow their practices
- Provide a powerful framework for transitioning financial advisors to becoming financial planners
- Provide an enjoyable experience, a process that is educational, enlightening and empowering, allowing both clients and advisors to enjoy taking responsibility for their own future
The Your Financial House system is for you. Whether you work for a major wirehouse, are an independent financial advisor looking for that competitive edge or represent a first-tier brokerage, you can immediately put YFH to work.
Join Greg Powell and his team for transformational training that will enhance your life, your financial practice and dramatically improve the lifelong experience you have with your clients.
Apply to become a fiSMART Your Financial House Licensee TODAY
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