Practice Growth Solutions

SMART Concepts Group specializes in enabling financial advisors to achieve substantial practice growth through a range of targeted solutions. We understand the unique challenges and opportunities faced by advisors in today’s dynamic market, and we offer comprehensive support to help them thrive and excel.

Leadership Development

Our leadership development program is designed specifically to the unique challenges and opportunities faced by practice owners and leadership team members in a financial services practice. Through personalized one-on-one sessions, we work closely with you to enhance your leadership capabilities, refine your strategic thinking, and optimize your decision-making skills.

Compensation Design

For Advisory Firm Owners, crafting a compensation strategy involves more than just setting salaries. It requires a holistic approach that encompasses a diverse range of activities, each with distinct roles and responsibilities for multiple team members.

Advisor Transaction Support

Navigating the complexities of merging, exiting, or acquiring a practice can be daunting for financial advisors. At SMART Concepts Group, we understand the apprehension and uncertainty that accompanies such endeavors. That’s why we specialize in providing expert support to advisors, ensuring a smooth transition and optimal outcomes.

Advisor Development Coaching

SMART Concepts Development Coaching empowers financial professionals to enhance their skills, expand their knowledge, and achieve their professional goals. These services encompass a range of offerings designed to support advisors at various stages of their careers, from newcomers to seasoned veterans.

Planned Giving Solutions

Financial advisors play a crucial role in enhancing client relationships through charitable giving by serving as trusted guides in aligning clients’ philanthropic goals with their financial strategies. Beyond traditional wealth management, advisors facilitate meaningful conversations about giving back to causes that resonate with their clients’ values, passions, and long-term objectives

Get SMART Services

It begins with sincere and skillful leadership to fully understand you, your team, and firm. We specialize in targeting the right goals, selecting the optimal services, and creating customized strategies and implementation programs to achieve success. Our services and solutions draw upon our vast real-world experience of guiding a diverse portfolio of financial firms. We commit to continuous due diligence to ensure our expert network, services, and solutions remain at the forefront of industry trends, while offering competitive and flexible pricing.

Design a new practice

It has been my experience that advisors are pretty good at building a business utilizing their own skills and talents but their challenge becomes much greater when they try to shift the focus from solo advisor driven focus to team of individuals with different sets of skills and needs. There comes a time when the advisor needs our help to make this transition work and get the best results for their team.

Our most difficult challenge

Our toughest challenge begins with the first step of getting the very busy owner to realize they just because they’re busy doesn’t mean they are being productive and creating any type of a team culture. Self awareness is very important and most often the most difficult step of change.

Optimizing the talent of your team

Good leaders learn to listen and make personal connections with their team but the challenge is to earn their trust and get their buy in by aligning their advancement and the success of the firm together. Good leaders get others to be excited about their opportunity as well as the focus of the business. Being a good communicator and motivator doesn’t matter if your message isn’t seen or understood by observing the actions of the leader themselves. Beliefs and behavior have to align if a team wants to control their own outcome. The behavior of the leaders by their actions alone is the initial and most important influence of the culture of one’s team.Of course, a teams success is established by the focus of the owner and the day to day behavior of the owner as well.

We Understand Your Business

We have worked with all types of teams over the past twenty years. We understand their challenges and their opportunities. We have established a great track record of success as it relates to building a system of growth that is repeatable year after year. The key for us is to get our teams leadership to focus on the actions that create new growth every month and continues gradually to become more impactful every year.

Find The Best Solution

We dont have a pre- designed formula with everyone following the same path because everyone we coach has their own strengths and our job is to utilize those strengths and create new lanes for their team to grow.Why we get such good results is because we ask good questions and the right questions and are patient enough to design their own unique growth plan and then make sure the execute that plan as well as they can. We have nine growth initiatives that we know work and our job is to fit three of these ideas into their daily activities and get results.

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