Smart Financial Planner Premium Membership

Bite-sized courses to enhance your non-analytical financial planning skills

Let's give it a try. The first 30 days are free.
Get access to ALL your courses for $0. After 30 days the membership is $59/month.
$49.00 / month

Financial Planning Conversations with Results

How to Connect, Engage and Have Meaningful Conversations (and Achieve What You Want)

$49.00 / month

Financial Planning Formula

How to Get 100+ Financial Planning Prospects in 24 Hours the Ethical Way

$19.00 / month

Financial Planning Book Academy [coming soon]

Bite-sized business book summaries and actionable book-lessons tailored to YOU as a financial planner


Financial Planning Blogging Mastercourse

How to Blog the Non-Traditional Way (and Get New Clients Along With It)

$59.00 / month

Premium membership

Access to all courses. Sign up and get instant access.