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  Why Firms Join | Sharing Wisdom | Accessing Strategies | Attaining Efficiency | Tapping Expertise

Sharing the Wisdom of Smart Partners™

Without the worry of competitors stealing their proprietary tools, our members share best practices and knowledge freely and confidently.

  • Peer Group sharing of intellectual capital through
    • our virtual office
    • web-based dialogue forums
    • semi-annual conferences
    • one-on-one relationships
    • best practices library of shared resources within our Intranet “Virtual Office”
    • Client communication & education tools and resources
  • Directors’ Services
    • Our Compliance Director, Peter Marathas, Esq
    • Our Wellness Director, David Rearick, DO, MBA
    • Our Pharmacy Director, Armand Dilanchian, R.Ph.
  • Interaction and resources resulting from our six member committees:
    • Standard Consulting & Brokerage Services
    • Compliance
    • Strategic Consulting Advisory Services
    • Client Communication & Education
    • Sales & Marketing
    • Wellness & Population Health Management
  • Smart Suite™ of Services
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