What I’ve learned over the past few years, is that if you want to have a thriving financial planning service, you need to get smarter.

No, not smarter as in pursuing another financial-planning-degree. What I’m referring to, is becoming smarter using your people skills.

Like when people have a conversation with you and walk away thinking, “Holy crap, that financial planner is amazing!”.

Or like when people come away from your conversation with a whole new perspective.

And I hear you think: “That’s not necessarily smart. That’s just being human.”

But I don’t think that’s all it is. Just take a look at this video which is part of the "Conversation with Results course for Financial Planners", derived from my brand new platform "Smart Financial Planner"

  • You see, Smart Financial Planners are able to find people’s problems by asking the right questions
  • The things Smart Financial Planners say are truly original. People have never heard it anywhere before. Ever
  • People find themselves thinking about things these Smart Financial Planners said weeks or even years into the future

Smart financial planners are building magical connections with the right people, doing work that really matters, and they have a thriving business because they are fulfilling their potential by using their people skills.

And that's why my brand new platform Smart Financial Planner exists.


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 real "financial planning coaching". It's mostly taught by non-financial planners, it's mostly non-practical, and it's also mostly very expensive coaching that fails to teach you how things work in your FINANCIAL PLANNING service. Because engaging people in financial planning is just totally different than engaging people in ... well ... anything.

And it’s frustrating.

If you’re a smart financial planner, you don’t want coaches that teach you selling tactics that work in "product-selling-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. Stategies that make people feel alive, heard, and understood. 

If you’re a smart financial planner, you know the difference between what you've done in the past and what you need to do now, is technology. You need to find the way technology can bolster your training. After all, 84% of training content is lost after 90 days, and 50% is gone just after 5 weeks.

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.

It's yours: Everything I know about becoming a Smart Financial Planner

I’m publishing everything I know about becoming a smarter financial planner.

Normally, I only talk about "the right-brain part" of financial planning, and we’ll cover that inside Smart Financial Planner too. But it's more. We'll be diving deep into people skills, conversation techniques, online marketing, writing emails, emotional intelligence, and the topic everyone financial planners wants to know about: how to make people fall in love with you and your service. Not just a few vague steps either, but nuts and bolts instruction showing you every single step and in great detail ...

That's right ... it's not just about reaching your full potential. It's about having an impact.

Here's just a little of the results you'll get:

  • How to relate to clients and prospects
  • How to guide your financial planning conversation
  • Get clients to take action
  • Having a compelling call to action
  • Build a sense of urgency
  • Picking up signals rather than just words
  • Establishing trust 
  • Having a pipeline of people wanting financial planning
  • How to have engaging life conversations with people 
  • Establish yourself as an authority
  • Have engaging and consistent content for your website 
  • Make people believe in the value of quality advice
  • How to get 100+ prospects in 24 hours 

Every day, we make new discoveries about the best ways to do things, and those discoveries will turn into in-depth lessons in the future as well.

How is this different from any other coaching program?

The biggest difference? Everything I give you in Smart Financial Planner is derived from REAL-LIFE Financial Planning. 

No lessons about what works in other industries, no interview listening to people who tell you a few basic morsels, no visiting seminars for thousands and thousands of dollars. I hate that as much as you do. 

So, instead I give you real-life financial planning advice derived from 18 years experience in the field, crafting financial plans for wealthy entrepreneurs, high net worth individuals, and top directors. I teach you all the things you need to know, and nothing else. You also get checklists, swipe files, and tutorials where I give you step-by-step tactics.

Another difference:

We have different strengths. Not a single coach can say how to get clients using a brand new online strategy, while using people skills and conversation techniques. But they're better at other things. Like practice management systems, for example.  

I only release training on things we actually DO. Anything else would be kinda dishonest.


 Videos, best practices, word for word swipe copy:

Already inside: 40+ step-by-step tutorials 

Get results faster by learning from other member's lesson-notes (this is 100% unique and highly valuable)

Word for word swipe copy to get started (save 100+ hours of work)

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 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

Here's what other financial planners say ...

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 Advice industry. Thank you for your thoughts and ideas.”

Glenn Pitt (Beachside Financial Services)
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)

Here's an overview of what you'll get inside Smart Financial Planner

Inside the platform there are monthly courses, insights, book summaries, templates and more. Check it out here below:

Check the video below to get a glimpse of the Smart Financial Planner Platform:

The risk is on us:


Try Smart Financial Planner risk free for 14 days 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. No questions asked.

Choose your plan here below:

Lifetime plan

$997 / One time payment​

  • 14 day money back guarantee (just send us an email)
  • Lifetime access. Earn it once, keep it forever.

 Monthly plan


  • 14 day money back guarantee (just send us an email)
  • You can cancel anytime. No strings attached.

Annual plan 

$49/month (Billed as $588)

  • 14 day money back guarantee (just send us an email)
  • You can cancel anytime. No strings attached.

Everything you need to know for the price of a cheap diner

Imagine for a moment that I’m coming to your town. Seeing that you’re a financial planner, I call you up and ask if you’d like to go out to dinner.

“Can I ask you a few questions about engaging people about financial planning?” you ask.

“Sure,” I say. “If you’ll pick up the check, I’ll let you ask me anything you want. We can even go somewhere cheap like Chili’s or Applebee’s.”

Would you take me up on it?

Or here’s an even better question:

If I offered to come to your town and have dinner with you every month, teaching you everything I know about building a popular financial planning service, wouldn’t you joyfully continue buying me dinner month after month for as long as it took?

Well, that’s essentially the deal I’m offering you here. Your membership fee to access Smart Financial Planner and learn everything I know about financial planning is just a measly $59 per month – about the same price as a cheap dinner for two.

Why so cheap?

In the past, I’ve charged ultra premium prices for each of my programs. The least expensive course we offered was $497 – a steep price if you’re a newbie financial planner. We have intensive programs that cost $2,500. 

But this community isn’t about math. It’s about something else entirely:

Creating a home.

Right now, there isn’t a place on the web for people like us. Sure, the web is overflowing with advice for financial planners, but nearly all of it is targeted at "sales people" who could care less about mastering real financial planning.

But you and me? We’re different.

To us, financial planning isn’t about selling. It’s about engaging and connecting with people, helping people reaching their goals, making peoples life better. 

And we’re very, very serious about making it work.

The problem?

Up until now, you might’ve thought you were alone. The truth is though, there are thousands of people like us. We just haven’t had a place to gather.

Until now.

Join a community of Financial Planners who are truly serious about becoming smarter

Will you love Smart Financial Planner?

I’d like to think so, but there’s no way for me to know for sure. So, that’s why I’m making it easy for you to try it out.

Sign up today, check out the training materials for 14 days, and decide what you think. If you’re not overjoyed with the content, let us know, and we’ll issue you a refund. No questions asked, no delays and you can keep the content. The money goes right back into your account.

You can also cancel your account at any time. You don’t even have to talk to us. You can cancel it just by sending us an email, and you’ll never be billed again. Ever.

The bottom line?

There’s absolutely no risk for giving this a try. If you want in, just click the button below


Here are answers to some frequently asked questions:

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 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.