step-by-step wealth management systems for financial advisors


Learn Wealth Management Concepts that Resolve Today's
Ever Changing Industry That Threatens Your Practice

Discover New Financial Advisor Revenue Opportunities

Listen to this 4 min. sample of the over 3 1/2 hours 3 CD Set

Get With It! is a 3-CD set that will transform your practice. Each CD contains essential
knowledge and result generating solutions you can put into action immediately
with a printable workbook for you and/or your team


Get With It! 3 CD Set: $129.00

Greg Powell, one of the financial industry's most respected and successful financial advisors delivers the same step-by-step
system used in his own wealth management practice in this ground-breaking CD program.

If you thought your wealth management training was over, you may have missed what you need the most.

Why? Because the industry has changed, dramatically! And those that are not seeing great success are either stuck or don’t
have the wealth management concepts and solutions to meet client demands today.

In Greg Powell’s Get With It! program you will listen as Greg address several hundred advisors and you will discover what one
of the industry’s most respected and most successful wealth management advisors has to share about the future of the Financial
Service Industry and how you can prepare for the impact it can have on your practice.

The following is a partial list of some of the critical knowledge you’ll receive:

  • F.A.C.T.S.™ How to use Frustrations, Anxieties, Confidence, Transition and Systems to improve the bottom line
  • The 3 R’s: Revenue, Replicate and Replace
  • The latest financial industry trends and how to ride them to profit
  • The Focus Five formula for your practice
  • Why PR stands for Practice and Rehearse
  • O3 – O to The Third Power, three key elements to enhance client value
  • The distribution of “Wall Street’s Ultimate Product”
  • Finding the hidden revenue streams and tapping in
  • How communication assessments add to the bottom line
  • How every advisor should become a business model
  • Embracing and implementing the true value of a team
  • Creating Win-Win Solutions for your clients, your practice and your life

Get With It! 3 CD Set: $129.00

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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.