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Your Financial House
Licensee Conference
Price Options
Step 1. Submit your application fee.
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This Application process includes:
- Our Communications Assessment for each member of
your team
- Phone interview with Greg Powell to assess your
practice status
- Note: Fee is fully refunded if not accepted into the program

- Step 2. Select and submit your Conference and Coaching Structure
- Includes:
- All conference materials
- All meals for two and a half days of the conference.
(first day breakfast through last day lunch)
- Tools, Forms CD's
- Financial Planning Client Meetings CD Set
- Your Financial House® Poster for each advisor attending
- 100 Client Financial Blueprint Folder Tab Sets
- 6 Months Coaching Program beginning immediately
following the conference
Step 3. Book your accommodations
Step 4. Attend Conference
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Structure 1
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Conference, License and Coaching Program Fee
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$20,000 |
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Additional Advisor Conference Fee
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$1,000 |
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| Structure 2 |
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Conference Fee |
$10,000 |
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License and Coaching Program Fee
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$1,000 per mo./12 mo. |
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Additional Advisor Conference Fee
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$1,000 |
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| Structure 3 Exclusive Practice Conference |
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(Exclusive Conference with no other advisors,
10 Advisor/Team Member Max) |
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Conference, License and Coaching Program Fee |
$30,000 |
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Additional Advisor Conference Fee |
$1000 |
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Structure 4 Institutional Training License Programs
available. Contact us to discuss pricing structure.
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Please provide Practice/Institution Profile and
contact person information
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Financial Disclosure Privacy Terms & Conditions
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.