fiSMART Financial Advisor Seminar –
Training And Coaching For The Wealth Management Industry

We present financial planning seminars and workshops in a variety of forms, from the one-hour keynote to the multi-day event and everything in between. Each presentation is highly customized to your particular audience, so we don't have a menu of cookie-cutter options. However, we've provided some sample topics below, all of which can be adapted to your particular situation. Contact us when you're ready to discuss your needs.

Popular Topics for Financial Organizations
(Specialist audience: financial advisors and company management)

  • The "Wow" Factor: How to Create a Five-Star Client Experience Every Time. Use of trust and wealth management
  • Catalyzing the Entire Team: Capitalize on Strengths, Discard Weaknesses
  • Transforming Your Practice: How to Move from Transaction to Fee-based Compensation Without Bloodshed (Revenue Loss)
  • Mining for Gold: How to Find Hidden Revenue Streams Within Your Practice
  • Branding Your Practice: How to Make Your Mark With a Global Name
  • Dysfunctional Marketing: How to Bring Your Day-to-Day Business in Line With Your Image
  • Old MacDonald Had a Firm: How to Get Your Branch Away from a Daycare Center Mentality and Turn It into a Highly Profitable Revenue Center
  • Organizing the Wealth Management Function

Popular Topics for Corporation-Sponsored Events
(General audience: usually company employees and executives)

All under the umbrella of Your Financial House ...

  • How to Build Your Financial House (overview)
  • Opening the Door to Your Room of Dreams
  • Envisioning and Building Your Legacy
  • Establishing Your Current and Future Lifestyle
  • Attaining and Maintaining Wealth
  • Financial Opportunity Profile: Understanding Your Own Financial "Personality"
  • Including Children/Heirs in the Planning Process
  • Enjoying Retirement Fulfillment (Not Just an End to Work)
  • Estate Planning
  • The Attic: Fulfilling the Human Needs

Please click here for complete booking information for Greg Powell

Please click here to Book Greg Now

 
Financial Disclosure    Privacy    Terms & Conditions   Contact Us    | Our Sitemap: XML HTML

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.