Are you a financial planner?
Do you have trouble finding clients for your financial planning service? 

FREE EMAIL COURSE

How To Avoid The 9 Mistakes You Probably Don't Know You're Making When It Comes To Making People WANT Financial Planning

Why people don't want financial planning?

* People don't want you to solve their problem

* People don't want your expertise (at first)

* People don't want to hear the same old story

* People don't want you to offer just one price

* And more ...

Want to know how to fix these mistakes?


Already 2,766 financial planners took this mini-course!


Smart Financial Planner provides mini courses to boost your performance skills


Conversation 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.

Online marketing

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.

Featured at:


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

Joe Pearce Financial planner

"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!"

Glenn Beachside Financial Services

“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


Emotional intelligence

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

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?"

Financial Video 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 on the whole financial planning process.

Do You Want To Know How to Get People Truly Interested in Financial Planning?

__CONFIG_optin__{"optin": 617,"color":"red","size":"medium","text":"Yes, Sign Me Up!","layout":"horizontal"}__CONFIG_optin__