Our coaching program is focused on reinforcing the execution, the
practice, and the rehearsal of our Your Financial House® Process
once the advisor is back in the office. We never want our training
manual, forms and tools to collect dust after someone has returned
from our conference. We want you to return to your practice with a
new vision and confidence that will keep you from returning to your
old ways of doing business.

We want to be there with you in your first six months through
tele-conferences, emails, feedback sessions, involving you and your
whole team and the fiSMART team of experts.

It never fails that we need to have conversations with our licensees
over the next six months as they implement our step-by-step
processes in their practice. Our coaching program enables the
licensee to rapidly transition and implement the systems and
processes they learned in the training program.

Where else can you go to receive training that assesses your
practice, teaches proven step-by-step processes, walks you through
the process at our headquarters, and follows up to successfully
implement the Your Financial House® Program.