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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Be Brave

Breathe Life

Leave Normal Behind

  • Ramsey Follower
    You genuinely believe in the Ramsey message
  • Humble
    Positive mindset, heart of a teacher, generous, good leadership, young-minded
  • Hungry
    Not afraid of sales, hungry for the opportunity, willing to step outside of comfort zone, has grit
  • Smart
    Coachable, and willing to learn how to become an effective advisor

Invest in Your Future Here

Your Roadmap

We make the process simple for you to start making money and make a difference in others lives.
Complete the form
Submit the form above to schedule a meeting with a member of our team.
Get Licensed
Earn your Series 65 license with our full support every step of the way.
Receive SmartPro Training
After passing the Series 65, you’ll dive into SmartPro University, where you’ll get hands-on training for everything the exam doesn’t cover.
You’re Ready!
It’s time for you to start advising! 6 months – NO Fees & FREE Leads.

FREE TOOLS FOR NEW ADVISORS:

+ SmartPro University
This 50+ video course dives into real-life content that the Series 65 doesn’t quite cover! To be completed while studying for the Series 65.

+ Free Qualified Leads from Ramsey
We are the largest group of SmartVestor Pros and have a unique opportunity to be a provider of Ramsey National Leads. We provide leads for our new recruits for the first 6 months at no cost. On average these advisors receive 40 leads/month.

+ Proprietary Models
SmartPro Strategies were created to remove the worry of choosing the right portfolio for clients. When a SmartPro Strategy is used, we provide free marketing, paperwork, and maintenance.

+ Support Team (Free Paperwork)
When a SmartPro Strategy is used, our advisors have access to the Support Team who papers all accounts for free, regardless of account size.

+ Hands on Mentorship
Our new recruits are paired with a successful advisor that has built a book of business from scratch. They also participate in our Monday & Thursday company wide training calls that give framework, platforms, & lessons that are needed to become successful in our industry.

+ Branding & Marketing
All SmartPro Advisors have a profile built out on our website, access to a service that provides client meeting packets in 24 hours or less, and a full marketing team that continually produces content.
“We’re a company that’s built with purpose and mission to help people no matter where they’re at in their financial journey.”
Rick Godfrey II

Real People. Real Results.

“After being invited to a SmartPro work event, I immediately reached out to my wife Jen to tell her that I am now certain that I found the best company ever. It was the first time I was excited to be at work after 12 years in the workforce…Life is good & I finally get to Be Brave, Breathe Life, & Leave Normal Behind.”
Mak Maksad
“I joined SmartPro because they align with Dave Ramsey’s investing principles, which as a former Ramsey Solutions employee, I believe in deeply. SmartPro offers a unique opportunity for me to build a business that I own, while also providing the support systems to ensure my success. Being part of a team that respects my goals and equips me with resources has made a tremendous difference in my journey.”
Travis Alexander
“Since joining the SmartPro Financial team as a new advisor in 2016, transitioning from a different industry, my journey has been transformative both professionally and personally. Moving into finance was a big shift, but the supportive team culture at SmartPro made it easy, helping me build lifelong friendships and creating a workplace that feels more like family. SmartPro has provided a platform where I’ve been able to flourish and excel, growing into a financial advisor who makes a meaningful difference. This experience has not only enhanced my family life but also empowered me to establish a legacy that will benefit future generations.”
Derek Coffren, CPFA
“I came from a corporate background that stifled my growth and ambition. At SmartPro, our mission is to create a simple map for your financial journey, encouraging you to leave corporate limitations behind. Despite the strict regulations in finance, SmartPro offers an unmatched opportunity to grow and succeed in your business. Our team is collaborative, supportive, and fun. If you’re looking to advance or pivot in finance, SmartPro has endless opportunities—you’ll feel right at home here.”
Karissa Campbell, CFP®
“I’ve been with SmartPro since the beginning, after meeting Rick Senior in 2007. We quickly became friends and, in 2017, launched SmartPro with a few other advisors. SmartPro is a unique place where you can shape your business with unmatched industry support. It adapts to any model, and as long as we share values and work ethic, there’s no limit to what we can achieve. This platform lets us grow through recruiting, sharing what we do with others who need it. This opportunity has given me incredible freedom and resources to truly enjoy life. Knowing what I know now, I’d take this journey all over again.”
Carlos Limon

    These are the experiences of the Financial Professionals and are not indicative of future results or experiences of clients.

    Frequently Asked Questions

    What is a financial coach vs. financial advisor?
    What makes a financial advisor different from a financial coach is simple. Financial advisors are licensed to give specialized plans to reach your retirement goals. This can range anywhere from building day-to-day money habits to creating a long-term, high-level strategy for your wealth management.
    How do I get paid as an advisor? How long will it take to replace my income?

    One of the best parts about being an advisor with SmartPro is that you are your own boss. Once you obtain your Series 65, you will start working with Ramsey listeners to create a well-rounded financial plan. From that plan, you will get paid by setting up and managing their assets for them.

    Your income is dependent on your Assets Under Management (AUM). So as you build a strong and growing client base, your income will also increase. The fees you charge (typically about 1% of their investment account billed out over a year) are to compensate you for this service. Additional services, such as financial planning engagements, term life, long-term care, etc. give different opportunities to make upfront income.

    The timeline for replacing your current income is up to you! For some, it takes a few months, and for others, it takes a year or two. It depends on how much time and energy you devote and how many clients you take!

    Is training provided?

    SmartPro provides hands-on training that Series 65 material doesn’t cover. We created SmartPro University for all advisors to give you in-depth information on what it takes to do business as an advisor working with Ramsey Fans.

    We believe in the power of our SmartPro Family, therefore offer many opportunities to learn and grow from one another. We host weekly training calls and bi-weekly check-in calls with all new advisors. Each new advisor is paired with a seasoned advisor to help mentor & support you in the early phases of your business.

    In addition to our virtual training platforms, every year we host SmartPro exclusive events. At these events, you get immersed in advisor training and a chance to build your network of successful advisors in this industry.

    What type of degree or education do I need?

    We have seen advisors come to us from every walk of life: military, teaching, law enforcement, pastors, pilots, etc.

    Contrary to popular belief, no degree is required to be a financial advisor. The only requirement is to pass the Series 65 exam. We offer discount codes, a study plan, and periodic check-ins in hopes of helping you study and pass the test. We recommend you take your first attempt at the Series 65 in 65 days from when you started studying.

    Do I have to go into an office?
    This is your business. You can work from anywhere that you like. If you live near a hub – Sarasota, Charlotte, Greenville, Athens, Cookeville, Roanoke, Brimley you are encouraged to plug into one of our offices, but you are not required.
    How do I get clients?
    We work in close partnership with Ramsey Solutions, bringing you qualified leads from dedicated Ramsey listeners across the country. For the first six months, you’ll receive national leads at no cost. After that, you can select specific territories for leads, with a monthly fee through Ramsey. You’re welcome to offer your services to anyone, but there’s no expectation to pull from your personal contacts list.