You'll get access the next 60 days for only $5/month. After 60 days it's 59/month. You can cancel anytime within two clicks. No questions asked.

 Videos, best practices, word for word swipe copy:

50+ High Value Video Lessons on attracting lots of the right prospects, how to have engaging conversations that get results, financial planning blogging, and more. 

Get results faster by learning from financial planning discussions inside the platform (this is 100% unique and highly valuable)

Save 100+ hours of work by using our financial planning swipe copy. 

These are the courses you'll get access to when joining Smart Financial Planner

You'll have access to ALL THE COURSES inside the platform for only $5/month, the next two months:

Financial Planning Formula

How to Get 100+ Prospects in 24 Hours The Ethical Way

(30+ high video lessons, swipe files and word for word copy)


Financial Planning Blogging Mastercourse

How to Blog the Non-Traditional Way (and Get New Clients Along with It)

(4 Video Lessons and Real-Life Examples on How to Blog WITHOUT spending hours and hours on writing)


Financial Planning Conversations with Results Course

How to Connect, Engage and Have Meaningful Conversations (and Achieve What You Want)

(25+ Video Lessons, PDF's, and Very, Very Actionable Lessons on How to Set Up Prospect and Client Conversations The Engaging Way)


Financial Planning Book Academy

Bite-sized Business Book Summaries and actionable Book Lessons tailored to YOU as a financial planner


Is Smart Financial Planner Right for You?

Well, not for everybody.


  • Financial planners (that should be obvious ... :-) 
  • Planners who want to become smarter by focussing on the human part of financial planning
  • Financial planners who want to stand out from the crowd by delivering a remarkable client-experience
  • Smart Financial Planner is for planners who think different


  • "Get rich quick" type of advisors
  • Advisors who solely want to focus on getting degrees, and don't believe in the power of people skills
  • Advisors who believe in the old way of selling financial advice
  • Advisors who want to invest more time in compliance than in their own future

What Other Financial Planners are Saying...

Marc Stevens ( Web Design Media )

“Ronald does a great job with the human side of the business. And first and foremost, this is absolutely a people business."

Joe Filberto (Candace Shira Associates)
Marc Stevens ( Web Design Media )

“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! Thank you Ronald for your dedication to our profession!"

Joe Pearce (Pearce Financial Planning)
Marc Stevens ( Web Design Media )

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 Services Industry.

Glenn Pitt (Beachside Financial Services)


Try Smart Financial Planner the next 60 days for only $5/month and if you do not learn people skills, online marketing, and the proven system to get more clients, just send us a message and we'll refund your money.  

Don't miss out! Grab your time-limited offer now:

 Time-limited offer

$5/month the next 60 days

    • 50+ video lessons on attracting 100+ financial planning prospects, having engaging conversations with results, financial planning blogging, and more
    • Swipe files, word for word copy and real-life discussions from other financial planners
  • You can cancel anytime with two simple clicks. No strings attached. After 60 days the membership is $59/month
  • Bonus courses are added every week. And you'll get access for free 


Here are answers to some frequently asked questions:

Will there never be a $5/month offer again?

What happens when I pay?

How long do I have access to Smart Financial Planner?

Didn't find the answer you're looking for?

How can I get a refund?

Why should I join this platform instead of hiring a coach or invest in other courses?

Consider asking your boss

One last thing...

Imagine getting ONE single client for your service ... does that make up for the $5 investment in Smart Financial Planner?

This website & any subsequent product sold within are in no way affiliated with Facebook Inc, or any other platform, website, software or businesses. They have not been promoted by, or endorsed by Facebook. All information within this page is created and substantiated by Ronald Sier. Results may vary. 

Copyright @ Ronald Sier, 2017,

Ronald Sier is responsible for the information on this website. Every effort has been made to accurately present Smart Financial Planner and its potential. Have you noticed ​anything is wrong? Then please send an email to [email protected]. Is something not working as it should be? Please send an email to [email protected]. Thank you.