Do you want people to seek you out to be their lifelong financial planner by using empathy based skills?

Start here by avoiding 9 mistakes you probably don’t know you’re making about selling financial planning:

Already 2,766 financial planners took this mini email course.

Conversational skills

Learn new and effective powerful conversational skills for developing trust, relationships, and emotional engagement. All tailored to the financial planning process; from the introductory meeting to maintaining the current client relationship.

Blogging

We don’t just do blogging for the sake of getting noticed. Our powerful blogging strategy is crafted for the best possible conversions, by engaging, connecting and giving value in a way which is quite different than traditional financial planning blogging.

Getting new clients

Few things are as important to the success to you as a financial planner than growing your business. Withthis in mind, Smart Financial Planner was created to engage, connect and simply get prospects to your office and turning them into real-life clients.

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We believe in the future of financial planning:

“I have spent a lot of time and money going to coaching sessions and seminars on how to provide real financial planning, but this platform exceeds anything I’ve experienced so far. It’s exactly what is needed to help people like me succeed in our mission to provide real financial planning!”

Joe Pearce

Financial Planner

“Every now and then, you meet a person with such a great idea that it is almost too frightening to believe but absolutely 100% in hindsight. A few years later of course, Ronald is one of the few pioneers in this Financial Advice industry. Thank you for your thoughts and ideas.”

Glenn

Financial Planner

Bite-sized courses tailored to your day to day business

Business Book Strategies

Enhance your emotional intelligence by learning from the best business books out there. We offer summaries, actionable insights and science-based strategies and tactics. Tailored to you as a financial planner and the financial planning process.

Financial Planning Marketing

Marketing doesn’t have to be shouting, scamming and being manipulative. By learning techniques proven to work in the modern world, you can do marketing you’re proud of … because it’s ethical, generous and effective.

Interactive Financial Planning

Crafting a financial plan takes time …. a whole lot of time. That’s why we believe you need to try something different – a new and proven approach to the financial planning process, so that you’ll save about 70% of your time.