Skills you'll learn

  • Behavioral

    Every financial planner knows that knowledge is important. Yet, our emotional mind is increasingly important to stand out in the digital and technical era we live in today.

  • Psychology

    Master the psychological "success triggers" that top performers use to shift their negative thinking into peak performance, natural confidence, and lasting happiness

  • Business strategies

    The best way to be creative about financial planning is to learn from other industries. We'll share top-notch strategies, tactics and actionable tips from other successful industries so that you can copy-paste it.

Course curriculum

  • 01
    Book lessons and summaries
    Show details
    • Start With Why - How Great Leaders Inspire Others to Take Action by Simon Sinek
    • Just Listen - Discover the Secret to Getting Through to Absolutely Anyone
    • The E-myth Revisited - Why Most Businesses Don't Work (and What To Do About It)
    • Speed of Trust - The One Thing That Changes Everything
    • Influence - The Psychology of Persuasion
  • 02
    More book-lessons coming soon
    Show details
    • Speed of Trust, A Whole New Mind, How to Win Friends and Influence People, Made to Stick, SPIN Selling, Influence, Predictably Irrational, and more

Business Book Academy

30-day money back guarantee

What our members say:

“Smart Financial Planner provides the tools and the confidence to go forward and provide real financial planning clients are looking for. Its the first time I've seen anything like it during 25+ years as a financial planner.”

David Haseldine, DFP

“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!”

Author's role

Joe Pearce, CP®

Imagine ...

... getting one single client for your service, does that makeup for the investment in Smart Financial Planner?
Get 60-day access for free
Imagine ...