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.

Here are some courses you'll find inside:

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 know that 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 (here's proof).

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

For the first time, 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 here too, but I’ll also dive deep into getting more clients, people skills, and the topic everyone 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 ...


... you'll learn even more than the right-brain part of financial planning. You'll learn how to have an impact.

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 courses you'll get when joining Smart Financial Planner

Inside the platform there are 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 Is something not working as it should be? Please send an email to Thank you.