From now on you’ll know the easy way to get new clients using the web.
We promise that (potential) clients will seek you out to be their lifelong financial planner because of you, and only you.
Get access to EVERY course inside the platform.
“Smart Financial Planner provides the tools and the confidence to go forward and provide real financial planning clients are looking for. It’s the first time I’ve seen anything like it during 25+ years as a financial planner.” – David Haseldine, CFP® ”
About Smart Financial Planner
In your financial planning training, you might have felt like something was missing. Which might be the reason that you’re spinning your wheels getting clients and occasionally losing big ones for no apparent reason. Smart Financial Planner will help you get better at that side of your business.
Smart Financial Planner Courses
Conversations with results
How to connect, engage, and have meaningful conversations (so that you’ll turn almost every prospect into a client for life)
Financial Planning
Blogging Mastercourse
How to blog the non-traditional way and new clients along with it for your financial planning service
Financial Planning Formula
How to leverage other business’ audiences and get 100+ prospects in 24 hours
Financial Planning
Book Academy
Bite-sized business book summaries and actionable book lessons tailored to you as a financial planner
Hemant Beniwal, CFP®
Financial planner
“Ronald is a true king of marketing financial planning services. I’ve built my brand new virtual financial planning service, based on his advice. He deserves all the credits for my new venture.”
Smart Financial Planner Premium Membership
It’s a platform that helps you to start, grow and market your financial planning service. We’ll cover how to enhance your conversational skills, online marketing, how to get clients, emotional intelligence, and more. It’s part inspirational, but mostly practical advice, drawing deeply from the lessons learned in real-life.
What our members say
91%: easy to use
We’re using Thinkific, a platform that is trusted by more than 25,000 course creators because its user-friendly format which is optimized for every platform and device.
81%: remarkable
Most of our members did not hear of our client-centric strategies and tactics. Most of them value our people-based, yet, online strategies and tactics we share.
100%: actionable
Every member says they can apply the lessons to their day-to-day business as a financial planner immediately.
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!
Joe Pearce, CFP®
Financial Planner
Join Smart Financial Planner!
Get started building your client-base using our empathy-based methods.
Bonus #1
A worldwide financial planning community
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Bonus #2
Coaching calls
Monthly coaching calls where we give answers to your most important and urgent questions, problems and challenges.
Financial planners love what we do, here’s why:
We change the education of financial planners from an analytical-based to an empathy-based approach.
That’s why Smart Financial Planner works best for financial planners who feel that people come first, and numbers second. They agree that clients are more important than prospects.
Smart Financial Planner has been the best platform I’ve ever bought, and it just keeps on giving. Incredible materials and community, and it has helped me gain incredibly valuable insight into how to reach the audience I seek to serve.
Glenn Pitt, CFP®
Financial planner
About the instructor
My name is Ronald Sier
I’m a Certified Financial Planner from the Netherlands and I am a financial planner for about 18 years now. I started Smart Financial Planner because traditional financial planning programs aren’t changing. Sure, they teach the technical part of our beautiful profession. Which of course is highly necessary. Otherwise you wouldn’t be a financial planner in the first place. But is your knowledge, your number crunching capabilities and your analytical reasoning still relevant if information and software is just one swipe away? That’s why Smart Financial Planner exists. It’s about the “other” part of financial planning. The human part.
Join Smart Financial Planner.
Imagine getting one single client using the strategies inside Smart Financial Planner, does that make up for the investment?
100%
MONEY BACK
GUARANTEE
You are fully protected by our 100% Satisfaction-Guarantee.
If, for any reason, you don’t like our amazing platform, you can get a full refund anytime within 30 days after you subscribe. If you have any issues, just get in touch with our friendly support team and they’ll either help you out until you get the results you need or give you a swift refund.
FAQ
Here are some common questions about Smart Financial Planner.
What is Smart Financial Planner
Founded in 2017 by financial planner and entrepreneur Ronald Sier, Smart Financial Planner is an intensive online learning platform designed to help financial planners level up. It challenges financial planners to learn to see differently, to make better decisions and to engage and connect.
Why should I join this platform instead of hiring a coach or invest in other courses?
In our 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 we believe it’s far more valuable that you have a place where all the value is here to stay. We don’t know any financial planning platform who does that.
How does the $9 offer work exactly?
You’ll be billed $9 for the first two months and $59/month onwards. Before the end of your trial, we’ll send you an email to let you know that you’re approaching the end of the two months so that you can decide if you want to stay or not.
Who is the ideal Smart Financial Planner candidate?
It’s for financial planners (not product sellers) who want to make a difference, grow their business while being meaningful along with it. It’s for financial planners who want to sharpen their strategic thinking and add more skills to their toolbox.
What happens when I pay?
On the payment-page, you’ll be asked to place your order and you’ll be billed $9 for the first two months, and $59/month onwards. After clicking you’ll have instant access so that you’re good to go. You’ll also get an email with the login link and some directions. Oh, and by the way, your creditcard data are 100% safe with us.
What if I want to cancel?
Easy. Inside the platform, you can cancel with two simple clicks in the account section. We’ll end your subscription immediately and you won’t be billed anymore.
What does Smart Financial Planner stand for?
It might stand for a remarkable method for becoming meaningful…But what we truly stand for is the posture of taking responsibility for a financial planning service that matters to people: your prospects and clients.We stand for the importance of people skills in the ever-growing technical financial planning space. We stand for you, in the future, making a difference.
© Copyright Smart Financial Planner 2018