The Best Way to Position Yourself as a Financial Planner

This video is from Nicholas Lee, founder of Financial Life Plans.
Check his website at

Did you like Nicholas' story?
Then you might want to know that - years ago - I also had "my moment of truth" when one of my best clients said something that changed my life: 

“I’ve just got a better feeling about another advisor,” he said.

Even after showing him a financial plan where I laid out how he could save ten thousands euro’s each year, he decided to leave me.

I was stunned. From the beginning of my career, I was taught to think and act rationally, analytically and logically. To focus on the numbers.

Yet, here was my top client, telling me that he chose another advisor over me because of “a feeling”.

“Can it possibly be true?” I thought.

My answer, five years later, after reading dozens of books, following multiple training programs, writing, testing, and implementing all this information in my own financial planning service:


The Fatal Assumption

One of the worst ways you can torture yourself as a financial planner is to believe your extensive knowledge makes people want to buy your service.

Most planners believe we need to be rational, analytical, logical. That we need to strategize, not empathize.

We are - in some ways - like brilliant lawyers.

Just imagine an American courtroom. If you pay close attention you’ll notice that when even brilliant lawyers with extensive knowledge are trying to sell their technical expertise to their audience – the judges – it just doesn’t work. The judges wander off.

And it’s the same with financial planners.

You might think that people are buying your expertise. However, most people cannot evaluate your expertise; they cannot tell what a good financial plan looks like.

In financial planning, the value lies not in your expertise, because your expertise is assumed.

Therefore, you might fall victim to the most fatal assumption you can make about financial planning:

“If you understand the technical part of financial planning, you understand what matters most to people.”


Just take a look at this pic:

The picture shows the answer to the following question:

“What are the qualities of your financial planner that are the most important to you?”

That’s why it’s simply not enough to build your knowledge and depend on that.

Because if you understand the analytical, rational and left-brained part of our profession, you understand how the technical part of financial planning is performed.

But how about the other part of our profession?

The part that influences your prospects to make decisions, the part that moves them to act, the part that’s responsible for them wanting to buy your financial planning service?

It turns out that if you want people to buy your financial planning service it’s necessary to keep using your technical left-brain expertise and start fulfilling your emotional right-brain potential.

So that you serve people with your massive expertise.

And I hear you think: How?

How do I fulfill my so-called right-brain potential, so that more people will buy my financial planning service?

Well, I suggest the first step is to check out this offer for a premium Smart Financial Planner membership:

After 30 days you'll pay $59/month.  And if you aren't satisfied, you can cancel anytime within two simple clicks. I'll  also refund your payment. No questions asked.

Conversation with results

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.

Financial Planning 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.

How to Get 100+ Prospects in 24 Hours

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 is a private educational and support community for financial planners of all levels.

Members receive minicourses on people skills, conversation techniques, emotional intelligence, online marketing, financial planning blogging, and how to get financial planning clients. Each minicourse includes video tutorials, resource lists, swipe files, pdf's and any other supplemental materials needed to help members learn the topic.

The Only Training Program Designed Exclusively for Smart Financial Planners Who Are Tired of Learning Things that Don't Apply to Their Day to Day Practice

The problem is, most of the financial planning coaching out there is not from REAL financial planners. It's non-pratical, non- realistic and mostly expensive coaching that gives you tips on "selling" and "emotional intelligence", but fails to teach you how to apply it in your FINANCIAL PLANNING service. Which is of course totally different than selling ... well ... everything.

And it’s frustrating.

If you’re a smart financial planner, you don’t want coaches that teach you selling tactics in other industries. You're tired of old school "Always Be Closing" techniques. As if we're some kind of product seller ... You want strategies to connect and engage with people that makes people feel alive, heard, and understood. You want strategies that work every single time you try it, and you want to dive deep into these strategies so you can really understand it.

If you’re a smart financial planner, you’re tired of wading through thousands of articles, reading contradictory advice, and trying to figure out how to piece it all together. You want someone to just tell you what to do, so you can stop wasting time and get some freaking results.

But no one is offering anything like that. Until now.

After 30 days you'll pay $59/month.  And if you aren't satisfied, you can cancel anytime within two simple clicks. I'll  also refund your payment. No questions asked.

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

             In this video you'll see an overview of what is covered in the "Conversations with results course"

What our members say about us

“I've launched my virtual financial planning service using Ronald's expertise. It was not possible without the help of Ronald. He's a real king of financial planning marketing and he deserves all the credits for my new platform."

Hemant Beniwal

Founder and Financial planner at wiseNRI

"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

Founder and Financial planner at Pearce Financial Planning

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 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.

Imagine getting ONE single client for your service ... does that make up for the investment in Smart Financial Planner?

After 30 days you'll pay $59/month.  And if you aren't satisfied, you can cancel anytime within two simple clicks. I'll  also refund your payment. No questions asked.

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