step-by-step wealth management systems for financial advisors

Your Financial House
Licensee Conference
Price Options

Step 1. Submit your application fee.

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

Structure 1
Conference, License and Coaching Program Fee
$20,000
Additional Advisor Conference Fee
$1,000
Structure 2
Conference Fee $10,000
License and Coaching Program Fee
$1,000 per mo./12 mo.
Additional Advisor Conference Fee
$1,000
Structure 3 Exclusive Practice Conference
(Exclusive Conference with no other advisors,
10 Advisor/Team Member Max)
Conference, License and Coaching Program Fee $30,000
Additional Advisor Conference Fee $1000
Structure 4 Institutional Training License Programs
available. Contact us to discuss pricing structure.

Please provide Practice/Institution Profile and
contact person information

Name
Email
Company
Workphone
Address1
Address2
City
State
Zip
Comments

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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.