As a financial professional, you...
...take the lead on the discussion and implementation of personal finance products and planning. We believe that trust and transparency are at the heart of improving women's experiences with financial institutions. That's why we work with financial professionals who share our passion for quality, inclusive financial advice.
Become a coach
Pilot fully booked - please apply for September 2020
We are building and training a community of independent coaches that can help other women.
Your benefits joining SmartPurse:
- Your profile on our coach finder
- Promotion to our growing community, and through our social media and PR channels
- Participation at events and webinars as an expert
- Introductions to our network of partners and supporters
- Insights to for your inclusive advisory experience
Our pilot is booked out, please apply for the next round going live in September 2020.
I signed up to SmartPurse because I work with female financial planning clients and I can see this could be an amazing resource.
It's more than just a matchmaking platform
Improve your customer experience. Make a difference.
#1: Attend our unique workshop
Get proven insights from our years of experience working with women and become a trusted advisor of choice for female clients.
#2: Donate your time to help during COVID
Join our "My Money Coach" program and donate 1 hr per week of your time to provide free financial coaching to women who need it the most during these challenging times.
I attended the first CA session in London and it was amazing and rare opportunity to hear from experts what women really expect from a financial advisor. Especially valuable was to learn how I can create an experience to earn trust and build long-term relationships with female clients.