Do you have trouble finding clients for your financial planning service?
FREE 9-DAY EMAIL COURSE:
WHY PEOPLE DON'T BUY FINANCIAL PLANNING:
9 MISTAKES YOU DON'T KNOW YOU'RE MAKING
(and how to fix them)
Mini courses to enhance your non-analytical skills
Learn new and effective powerful conversation 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.
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. With this in mind, Smart Financial Planner was created to engage, connect and simply get prospects to your office and turning them into real-life clients.
Smart Financial Planner provides practical videos, swipe files, and copy-paste material for real financial planners of all levels
Reject randomness and become smarter.
"It's time to admit it. You've invested too much time in your CFP® to accept minimal results. The truth is, education-randomness is killing your precious time (and chances for success). Without a coherent strategy for turning your time into results, you'll burn out before reaching your destination. You don't have to create a complicated plan - you just need to work out what program will move you and your beautiful service from one stage to the next. So, why not join Smart Financial Planner? Your service deserves it. Your clients deserve it. And you sure as heck deserve it too." -Ronald Sier, CFP®, founder Smart Financial Planner
What our members say about us
"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!"
“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.”
Bite-sized courses tailored to your day to day business
Enhance your emotional intelligence by learning from the best business psychology books out there. We offer summaries, actionable insights and scientificially proven strategies, tactics and also inspiration, tailored to you as a smart financial planner.
Storytelling is an undervalued and underused art in the world of financial planning. By the nature of our profession, the financial planning business can be difficult to describe and to understand. That's why we'll teach you the one thing your prospects want to know: "How can you add value to my life?"
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 approach to jolt your financial planner's brain out of it's rut and send it reeling in promising new directions, while saving 75% of your time crafting the financial plan.
Do You Want To Know How to Get People Truly Interested in Financial Planning?