A growth focused consulting firm delivering results based solutions
Over the course of his 35 years leading practitioners, SMART Concepts Group CEO, Tom Titus developed a comprehensive suite of solutions integral to growing, protecting, and maximizing advisor potential and business results. Tom formed SMART Concepts Group to provide SMART Solutions founded upon our vast body of real-world experience and the key performance indicators that drive success.
We are committed to continuous strategy refinement to ensure our solutions are proactive, positioning you at the forefront of industry trends.
What we do
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Our mission
The entire premise of the SMART Concepts solution is simple; identify the right strategy and provide you with the consulting, tools, and services to achieve your goals. Our process is a straightforward and efficient consult from which we determine the best-fit solution and services for your financial firm.
Our experience
- 35 Years of Industry-Diverse Experience
- $5 Billion Aggregate AUM under consulting contracts any calendar year
- $500 Million Aggregate Gross Revenue Under Consulting Contracts Any Given Year
- 20% 10 Yr Trail Avg Annual Revenue Growth Rate of Teams Under Coaching
- 2,000+ Advisors Impacted from Leadership
- Millions of Advisor Clients Impacted by Leadership
- 700+ M&A Deals Negotiated
- $1 to $3 Million Average M&A Deal Value
Our Team
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Tom Titus
Founder & CEOTom has dedicated 35 years to assisting and directing teams and individuals to achieve superior...
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Trish Irons
Practice Development DirectorTrish joined SMART Concepts Group in 2014 and oversees the creation of client solutions. Trish...
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Pamela Elliott
Chief Operating OfficerPam joined SMART Concepts Group in 2011 and oversees daily operations. While her primary focus...
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Paula McGarry
Client Relationship ManagerPaula joined SMART Concepts Group in 2015 and assists clients in identifying the appropriate solution...
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