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Join our expert community today

 

 

Do you share our passion for transparent financial advice?

The benefits for you:

  • Your profile on our expert finder page.
  • Promotion to our ever-growing community through social media platforms and PR channels.
  • Participation at events and webinars as an approved expert.
  • Introductions to our network of partners and supporters.
  • Insights into your inclusive advisory experience.

We are building and training a community of independent experts.

Can you be an expert?

  • Are you already a financial coach or advisor?
  • Do you value your financial literacy and want to share it with others?
  • Do you want to be a part of the growing financial market aimed at women?
  • Do you believe that money should never be difficult to understand?
If you answer yes to any of the above, then you Should become a SmartPurse expert.

Coach vs. Advisor:

  • Coach: a financial coach can help improve your financial literacy and teaching you money management skills, but they cannot give you investment advice. 
  • Advisor: a financial professional who completed specific training and/or is registered with a regulatory body.
We make sure to highlight whether you are a coach or advisor on your profile.

I signed up to SmartPurse because I work with female financial planning clients. This is an amazing resource.

Author
Aaron.

What's the sign-up process?

01.

Application Form.

Fill out our application form so that we can make your SmartPurse profile. 

02.

Interview.

Attend an interview with a member of the SmartPurse Team. 

03.

Profile.

Review and approve your SmartPurse profile (see examples here). 

04.

Contract.

Sign your contract. 

Join our community!

Start your process here

I attended the first CA session, it was an amazing and rare opportunity to hear what women really expect from a financial advisor. Now I can create an experience to earn trust and build long-term relationships with female clients. 

Author
Tom.