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Your Financial House® Conferences
(FINRA Reviewed)
Our comprehensive six month program includes a three day intensive
fiSMART Training Conference at our corporate headquarters in a suburb
of beautiful Birmingham, Alabama, in conjunction with Marriot Ross
Bridge Golf and Resort, followed by 5 months of on going
coaching and training . Our training system, Smart Financial Advising™
using Your Financial House®® to Build Your Practice, is
customized for each individual organization. This insures quality
training that is target specific based on fiSMART’s assessments
of a financial advisor's business structure and work environment.
fiSMART Training is Diagnostic, Profiling, Training and One-on-One
Coaching in one fully comprehensive program with Customizing and
Private Branding.
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 that
generate revenue for the practice
- Strategies to embrace financial planning as well as transition
from commission to fee-based revenue
- Provide a metaphorical framework allowing practical common
sense understanding of the financial planning arena for both
financial advisors and clients
- Shorten the time line 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 Your Financial House®® 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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