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.
What's the sign-up process?
Fill out our application form so that we can make your SmartPurse profile.
Attend an interview with a member of the SmartPurse Team.
Review and approve your SmartPurse profile (see examples here).
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.