step-by-step wealth management systems for financial advisors
Financially Smart Training Series
fiSMART wants to see you and your practice rise above the competition and increase the quality of life for you as
well your clients. Train at your own pace with any of ourFinancially SMART Training DVD's. Listen and watch
selected chapters over and over that cover specific areas that require special attention.
Package Coupon Specials (Applied in Shopping Cart)
Items
Price
Coupon Code
Any 1 SMART Training DVD
$100.00
none
Any 2 SMART Training DVD's
$180.00 ($20 Savings)
2 DVDS
Any 4 SMART Training DVD's
$350.00 ($52 Savings)
4 DVDS
Any 5 SMART Training DVD's
$425.00($75 Savings)
5 DVDS
SMART Training DVD Series
Result Driven Meetings
Stop wasting time in meetings that produce no real results. Result Driven Meetings
will show you how to run your team meeting in a way that produces results and turns
your meetings into an investment that increases productivity, team passion and
communication, client satisfaction, and a higher quality of life.
$100.00 Package specialsavailable. See above
The Gold Standard Client Experience
Is your client experience one that makes your clients talk about you to their friends and
business associates? At fiSMART, we can teach you how to have a "Gold Standard
Client Experience" that occurs the second a client enters your lobby or answers the
phone. Using our processes, your practice will become "viral"... a marketing term
describing when people are entusiastically talking about you and your practice on an
ongoing basis.
$100.00 Package specialsavailable. See above
Organizing Your Team For Optimum Performance
Does "adult day-care" describe your practice more than "high performance
team"? Learn the fiSMART way on how to assess your team members
communication style, strengths and weaknesses, and reorganize your team to bring
performance up, anxieties down, and provide a positive work environment in your office.
$100.00 Package specialsavailable. See above
Tracking Reports for Success
Do you know where your revenue is coming from? Do you know when it will hit? Can
you look forward and know where your practice will stand financially next week, next
month, next year? With fiSMART's Tracking Reports, you can track your revenue
pipeline, incoming transfers, insurance, annuities, and all aspects of
financial planning. Utilizing these easy to use reports, fiSMART will teach you
how to run your practice like a efficient business as well as tracking revenue streams,
targeting problems, and creating solutions.
$100.00 Package specialsavailable. See above
F.A.C.T.S. that Increase Productivity
Are you or your team members frustrated with your job, work load or each
other? This fiSMART training DVD will lead you to identify and address your Frustrations and Anxieties. It will give you Confidence and lead you to discover what Transitions need to take place as well as what Systems need to be created to bring
you and your team to a higher quality of life. This introspective analysis is perfect for
the solo practice as well as a large financial team.
$100.00 Package specialsavailable. See above
O3 Business Model Formula: Output, Opportunity Created, On Time Delivery
Do you feel like your business structure is not creating the revenue your practice is
capable of achieving? Use the "O Cubed" Business Model Formula and take
on an exciting and innovative business model that will exponentially move your
practice to the next level. There are no "get rich quick" fantasies here. These three
principles, when applied with discipline can transform any business into the
organization that others look to for inspiration.
$100.00 Package specialsavailable. See above
Going Independent: The Solutions You Need to Eliminate Your Anxieties and Fears of Going Independent
Every advisor needs to know these solutions to overcome the number one
reason most advisors never go independent…FEAR. With 27 years
in the industry, being inducted into Research Magazine’s Advisor Hall of Fame,
successfully taking his current practice independent, and advisors constantly
seeking his advice, Greg knows what it takes to successfully go independent
and take hold of a life of freedom that most advisors only dream about. These
are the exact solutions he created and used to overcome the fears of going
independent and the ability to rise above the competition.
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.
