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 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.
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 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:
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.
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.results
Already inside: 27 step-by-step tutorials on attracting the right prospects.
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)
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 get a glimpse of 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
$49/month (Billed as $588)
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.
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.
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
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 18 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 email@example.com and we'll get back to you asap. Mostly within 24 hours.
Very simple. Just send an email to firstname.lastname@example.org 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 email@example.com. Is something not working as it should be? Please send an email to firstname.lastname@example.org. Thank you.