Articles
Posted on: May 23, 2025
How Small Business Owners Can Build Wealth Without Burning Out
Written by:
Patrick Rogers
CFP®
Let’s be honest: being a small business owner can feel like running on a treadmill that keeps speeding up.
You’re the o…
Posted on: March 31, 2025
Is AI the Future of Financial Advice?
Written by:
CIO, Jesse Shaw
CFA, CFP®, CKA®
There is no shortage of commentary on AI out there.
Myself – usually being more aligned with Dave Ramsey’s take on…
Posted on: January 31, 2025
SmartPro Financial Welcomes Four New Partners
FOR IMMEDIATE RELEASE
SmartPro Financial Welcomes Four New Partners – Expanding Our Mission to Leave Normal Behind
Bradenton, FL – January 17, 2025 – SmartPr…
Posted on: June 19, 2024
Cambridge Names SmartPro Financial to 2024 Circle of Excellence Achievement recognized at annual conference in June
Cambridge Names SmartPro Financial to 2024 Circle of Excellence
Achievement recognized at annual conference in June
Sarasota, FL– June, 2024 – SmartPro Finan…