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 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.
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 ...exactly
... you'll learn even more than the right-brain part of financial planning. You'll learn how to have an impact.
Well, not for everybody.
Inside the platform there are monthly courses, insights, book summaries, templates and more. Check it out here below:
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.
$997 / One time payment
$39/month (Billed as $468)
No. In fact, we believe the platform will evolve. We aim to increase the price to $99/month this year. However, because we're launching it NOW, we want you to have a first-mover-advantage. Consider it as a lifelong low-price-guarantee.
On the payment-page you'll be asked to leave your name and emailaddress. After placing your order, you'll instantly get an email with the login link and you're good to go. Oh, and by the way, your creditcard data are 100% safe with us.
Smart Financial Planner is here to stay. I've been in the financial planning business for 17 years, I've been blogging for about 4 years about financial planning , and this is just my next step on my journey to make financial planning matter. So, if you're a member, consider it as a lifelong membership.
No problem. Just send an email to firstname.lastname@example.org and we'll get back to you asap. Mostly within 24 hours.
Very simple. Just send an email to email@example.com within 14 days and we'll give you your money back. No questions asked.
In my experience, coaches can get very expensive. They usually charge a $200 hourly fee (minimum price) or more. But that's ok if it adds value. The thing is, that the stuff you'll learn will fade. That's why I believe it's far more valuable that you have a place where all the value is here to stay. I don't know any financial planning platform who does that.
If you have a job, that’s fabulous (freelancers and entrepreneurs are welcome too).
We’re eager to select financial planners with an employer who can support the time and energy it will take, and we’re thrilled if they want to support your tuition as well.
I really take your membership very seriously. I know you're a busy person, so I know you't don't want a membership that doesn't add value to your life.
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 firstname.lastname@example.org. Is something not working as it should be? Please send an email to email@example.com. Thank you.