SMART Concepts Group offers an industry-unique independent business model featuring turnkey implementation services, which can be procured in aggregate or individually. We specialize in customizing solutions and collaborating with our network of partners to deliver the services your firm needs.
SMART Integrated Services is the link between SMART Solutions and implementation. Access to our network of partners and collaboration is not only the key driver of our success, but what sets us apart.
integrated strategies
- Industry-unique Independent Business Model with full implementation services
- Business Valuations
- Legal Agreements and Risk Mitigation
- Internal Operational Services
SMART enough?
- Are you completing ongoing firm and industry due diligence regarding fees, quality of services, fintech, and resources provided through your current affiliation?
- Is at least 75% of your annual gross revenue sourced from financial advice or advisory services?
- Do you know the 20 critical questions you should be thinking about when considering a firm change?
- Do you have the appropriate business formation and documents to mitigate risk?
- Does your website, social media align with your brand and convey the correct message?
