Skills you'll learn

  • Leveraging

    The usual concept of finding new clients on your own is far less scalable than finding new clients via existing partners. That's why we'll teach you how to leverage your service using audiences outof other industries.

  • Online marketing

    Marketing doesn’t have to mean shouting, scamming, and being manipulative. By learning the techniques proven to work in the modern world, you can do marketing that you’re proud of…because it’s ethical, generous, and effective.

  • Value showcase

    By the nature of financial planning, it's difficult to show the value of our beautiful profession up front. That's why we teach you how to tell transformational stories that spread, and how to build long-term relationships with clients.

Course curriculum

  • 02
    Module 0
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    • The Introduction - Welcome to Financial Planning Formula
    • The Roadmap: What You'll Get in Financial Planning Formula
    • Why the New Way of Selling is The Blueprint for Future Success
    • Here's My Vision of The Future of Financial Planning
  • 03
    Module 1
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    • #1 - Introduction to "The Foundation"
    • #2 - 5 False Assumptions about Selling Your Financial Planning Service
    • #3 - The Strategy to Boost Your Prospect-List - FAST
    • #4 - Why an Irresistible Financial Planning Service is Ethical
    • #5 - The Most Important Story You Will Ever Tell
    • #6 - Why People REALLY Buy Your Financial Planning Service
    • #7 - The Real Benefits of Financial Planning Formula
  • 04
    Module 2: The Story
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    • #1 - Introduction to "The Story"
    • #2 - How to Get Raving Fans By Telling Your Own Story
    • #3 - Here's How to Tell a Remarkable Financial Planning Story
    • #4 - How to Communicate The Value of Your Financial Planning Service
    • #4.1 - How to Discover Your Prospect's One Big Desire [PDF]
    • #5 - How to Position Yourself as The Ultimate-Go-To-Financial-Planner
  • 05
    Module 3: The Sequence
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    • #1 - Introduction to "The Sequence"
    • #1.1 - Here are The Tools I Recommend for Your Online Marketing
    • #2 - How to BOOST Your High Value Prospect-List on Auto Pilot
    • #3 - The Shortcut to Get Prospects To Voluntarily Share Their Email with You
    • #4 - The Secret to Charging What You're Worth
    • #5 - How to Overcome Prospect-Procrastination (and the "I-Don't-Have-Time-Excuse")
  • 06
    Module 4: The Conversation
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    • #1 - Introduction to "The Conversation"
    • #2 - The 4 Critical Stages in The Prospect Journey
    • #3 - How To Eliminate Prospect's Remorse (and Ignite Prospect's Delight)
    • #4 - The #1 Thing Your Prospect Wants From You But Doesn't Ask You
    • #5 - 6 Powerful Questions To Motivate Your Prospects To Do Business With You
    • #6 - How To Make Your Prospect's Decision To Pay Your Fee a No-Brainer

Financial Planning Formula

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What our members say:

“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.”

Hemant Beniwal, CFP®

“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®

Imagine ...

... getting one single client for your service, does that makeup for the investment in Smart Financial Planner?
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