Time is Money, Less Time Equals More Money

The financial advisor should provide a thorough financial plan and not some short version that is a marketing substitute the advisor or his/her firm calls a plan. Today's client should have the financial plan back to them in no later than two weeks if the advisor is organized. Keep in mind, that any advisor is welcome to figure out the steps needed to make financial planning a profitable revenue stream for the practice and at the same time, a tremendous experience for the client. At fiSMART, we have programs already designed to give the advisor the step by step procedures to make this happen.