SMART Concepts Group is focused on providing financial advisors strategic and operational advice to achieve business success. Our SMART team members help advisors define their operating models and processes to enhance growth, drive performance and the value of your business..
SMART Concepts Group was formed by Thomas R. Titus. He has spent more than 32 years guiding financial practitioners and saw a need for providing personalized integrated solutions regarding growth strategies, entity formations, practice structure, succession planning, valuation services and legal services.
SMART Concepts Group, provides personalized solutions to financial advisors through an integrated approach of consulting services. Our organization is structured to provide quality information and support across a broad base of topics that have the potential to positively impact the long-term growth of any financial service organization..
Quickly find out if your Compensation Plan is creating the right behaviors and incentives for your Business.
Find out if you are protecting yourself and your business from potential liabilities and litigation.
Find out if your Team Design is structured to meet regulatory guidelines as well as provide you with the necessary documents to protect you and your business
SMART Concepts Group, provides personalized solutions to financial advisors through an integrated approach of consulting services.
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"I only had half of what I needed to know about my business until I used SMART Concept Group. After using their unique process it helped me decide the next steps for me and my business." - Rich Jordan