step-by-step wealth management systems for financial advisors
Testimonies
What advisors are saying about fiSMART
Parks Avery, Advisor,
Welden Financial Services
Listen as Parks Avery tells his amazing story of the
impact fiSMART has made at his practice
If the audio does not play, you need to download QuickTime. Free download here.
(Audio Approx. 1.50 min.)
“Not only did I get paid for doing financial plans, but in the first
quarter of implementing the Your Financial House® process,
I doubled the revenue of my practice.”
Joe Garrett, President, Garrett Financial Group, YFH Licensee
“Finally, proof positive that financial planning can be a profitable revenue
stream, including capturing assets”
James Welden, President, Welden Financial Services
“Greg Powell and his team at fiSMART are leaders in our industry…
they are role models of how this business should be
managed in the new millennium.”
Dan Vacca, former VP, Dir. of Financial Planning, Morgan Stanley
“Greg brings an intensity and energy to our business
unlike anyone else I’ve ever seen. Seeing Greg in action
makes me believe there’s nothing we can’t accomplish!”
S.M., Director of Affiliated Consulting Services/ Major National Wirehouse
"Given Greg is a 'Practicing Advisors', his presentation has credibility.
His actual experience rather than theory is useful and applicable.
Furthermore, he seems very sincere and genuine in his beliefs."
Scott E Lobel, First V.P/ Major National Wirehouse
"Best speaker we've ever had! Thank you for giving us things that make sense
that we are comfortable using. I don't want somebody to tell me to say a bunch
of stuff that makes me sweat. Thank you for providing value. I believe that
your information will make a difference and improve the quality of my team's
life"
Jerri Wentz, AVP/ Major National Wirehouse
"The 97 advisers at lunch and 45 advisers at the Houston Officer's Club have
been exceptionally vocal about your process, system, and experience being
nothing short of extraordinary, with many already strategizing how to
implement some of your ideas.”
K.R. Senior VP Wealth Consultant/ Major National Wirehouse
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.
