Here are the results you'll get when joining the Smart Financial Planner platform:


Attract, engage and connect with high net worth individuals for your financial planning service


The OLD rule was: build as much knowledge as you can, create a safe, ordinary financial planning service and combine it with great marketing. The NEW rule is: build the right type of knowledge, create a REMARKABLE service, and connect and engage with the right people. 


Do NOT sell your financial planning service. Instead, ask effective questions to earn people's trust and get them to set financial goals.


Ever paid a coach hundreds, maybe thousands of dollars? And didn't get the results you want? 

Why not try a proven and tested system you can implement on your own pace and start getting REAL results.

How to Attract 100+ Prospects in 4 Small Steps:

1. Have the right mindset

"You can have everything you want, if you will just help other people get what they want" ~ Zig Ziglar​

Sometimes we keep forgetting that our clients are just human beings. It's your #1 priority that you treat them as such (and not as another credit card number).

2. Tell a personal story over time

“Marketing is no longer about the stuff that you make but about the stories you tell ~ Seth Godin”

Telling a story over time is your BIGGEST game changer to engage, connect and do business with your ideal target audience 

3. Give value (relentlessly)

 Give relentlessly. Give so much that it almost feels as if you're have nothing left to give. Only then, your prospect will know, like and trust you.

4. Ask the right questions

Get people to say yes by motivating (not persuading) them using the Instant Motivation Method. Very powerful stuff.

 Videos, Best practices, Word for Word Swipe Copy:

27 High Value Video Lessons on attracting the right prospects. Access the videos anytime, anyplace, anywhere. And on any device.

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)

What Other Financial Planners are Saying...

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)

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

These are the bonuses you'll get when joining Smart Financial Planner

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

Zero to Million Monthly Course

Learn how to get 100+ High Net Worth Individuals by building a financial planning blog from scratch by using my proven strategy. (PS: if you don't have time or you can't write, don't worry, this monthly course is designed for busy people)


Conversation with Results Monthly Course

Learn how to connect, engage and achieve more by setting up the best conversations, asking effective questions and igniting people to set financial goals in ANY client-encounter.


Emotional Intelligence Monthly Insights

Learn to engage your clients by being emotionally intelligent. Learn self-awareness, motivation, empathy, social skills, and self-regulation from the best business (psychology) books out there. 

Access to a private LinkedIn Group

Join the Smart Financial Planner Community and start learning from each other. Best practices without the fluff.


Email templates

Monthly copy-paste email templates for sales, relationships, customers, LinkedIn, company updates and much more


Financial Planning Cold Calling Strategy  

A very simple strategy that works every single time. This tested course will be released in about two months.

Check the video below to see what's inside the Smart Financial Planner Platform


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.

Don't miss out! Choose your plan here below:

Lifetime plan

$997 / One time payment​

  • 27 High Value Video Lessons on Attracting 100+ Financial Planning Prospects
  • 14 day money back guarantee (just send us an email)
  • Lifetime access. Earn it once, keep it forever.
  • Bonus material for free ($6,000 value)

 Monthly plan


  • 27 High Value Video Lessons on Attracting 100+ Financial Planning Prospects
  • 14 day money back guarantee (just send us an email)
  • You can cancel anytime. No strings attached.
  • Bonus material for free ($6,000 value)

Annual plan 

$39/month (Billed as $468)

  • 27 High Value Video Lessons on Attracting 100+ Financial Planning Prospects
  • 14 day money back guarantee (just send us an email)
  • You can cancel anytime. No strings attached.
  • Bonus material for free ($6,000 value)


Here are answers to some frequently asked questions:

Will there never be a $49/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 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.