Wealth Management Solutions -
Begin Transforming Your Practice Today

In this 60 minute FREE seminar recording, discover what every advisor must know to succeed in today's financial services marketplace.

Greg Powell, a 25 year veteran of the financial services industry walks the talk. Every strategy and model discussed has been tried and tested and drives revenue generating record breaking success in his own wealth management practice.

“Finally, proof positive that financial planning can be a profitable revenue stream, including capturing assets.”

- James Welden, President, Welden Financial Services.

"Very thought provoking. I will stop and reevaluate my entire practice. I think I will see at least a full circle change in the way I handle my practice."

-Elian Hassan, CFP, Hilliard Lyons .
Topics Include:
2 Taking advantage of growing consumer skepticism towards financial advisor's.
2 Stop client loss and referral drop rate - reverse the trend.
3 Revenue opportunities that have been completely overlooked are revealed.
4 Your competition is sitting on their hands - act quickly and you will rise above.
4 And many other topics like "starting a fee based financial planning practice".
Consumers are demanding a transformation in the services financial advisors offer. Greg saw the writing on the wall years ago and adapted his practice in advance of the trends that threaten your business today. Learn the same wealth management solutions he implemented into his own practice.

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Declaration of Financial Independence, A.S.K., and Secrets of the Financial Masters are trademarks of fiSMART, LLC and Greg Powell.
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