Financial Advisors: Learn to Use AI in Just 1 Afternoon!
... and create stunning content, attract high-quality prospects, and scale your practice in 2025...
(Watch the Video below, where everything is explained!)
4.7 rating
Over 2,500 Financial Advisors have completed the Smart Advisor mini-course.
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Your 50% DISCOUNT is only available until the timer hits zero...
How it Works? (This is Your Shortcut...)
Step #1: We Show You The Best AI Tools For Financial Advisors
Step #2: Teach You How To Use Them
Step #3: You Can Create High-Quality Content In Seconds
(... And Acquire As Many New Clients As You Want!)
Some Testimonials from Our Students:
And let Me tell You a Secret...
Using AI-created content, my Financial Advisor Students generate thousands of warm leads every single month.
And now, I'll reveal the exact AI tools, strategies, prompts, and all the little tricks you need to succeed.
This way, you can easily learn to use and apply AI—even within just one afternoon!
... This is the Smart Advisor mini-course!
(With a 100% satisfaction guarantee!)
4.7 rating
Over 2,500 Financial Advisors have completed the Smart Advisor mini-course.
"I'm not a native English speaker. Can I still use what I learn in the course to generate content in my own language with the help of AI?"
Yes, absolutely. The Smart Advisor mini-course is specifically designed to be effective for financial professionals no matter which continent you work on. We have countless successful students across Europe, Asia, Africa, Australia, and, of course, America.
And thanks to the AI applications we're introducing to you, you can generate content in virtually any language. Here's a quick demonstration:
Here's what You get when You Enroll Today:
10 Video Lessons On How To:
✔ Create post/ad copy for your Facebook, Instagram, and LinkedIn pages with AI
✔ Generate stunning AI images that your clients will love
✔ Make short, thought-provoking AI marketing videos that inspire your prospects to take action
✔ Generate completely lifelike speech for voiceovers and podcasts
✔ Let AI apps work together to save ten times more time
✔ Use an AI avatar so you never have to stand in front of a camera again
✔ Prepare for meetings with AI and double your closing rate
Reveal The 7 Most Mind-Blowing AI Apps For Financial Advisors
✔ We provide contact details for these applications
✔ Specific prompts for financial advisors
✔ Instructions on how to use them
✔ Tried and tested strategies
✔ Tips & tricks
BONUS #1 - 50 High-Quality Finance-Related Posts
✔ 10 ready-to-use Life Insurance posts
✔ 10 ready-to-use Retirement Savings posts
✔ 10 ready-to-use Mortgage posts
✔ 10 ready-to-use Financial Planning posts
✔ 10 ready-to-use Investing posts
✔ Easily editable (in Canva)
✔ You can use them on your Social Media platforms!
*To get this bonus, you must purchase the mini-course until the timer below reaches zero...
BONUS #2 - 4 HD-Quality Finance-Related Marketing Videos
✔ 1 ready-to-use Life Insurance video
✔ 1 ready-to-use Retirement Savings video
✔ 1 ready-to-use Mortgage video
✔ 1 ready-to-use Child Savings video
✔ In both 1:1 and 16:9 formats!
*To get this bonus, you must purchase the mini-course until the timer below reaches zero...
Get Everything For Just:
$74 $37
✔ One-Time Payment
✔ 100% Money Back Guarantee
✔ 2 Bonus Gifts + Course Updates
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This Mini-Course is specifically designed for Financial Professionals!
No bullshit, just concrete, tangible knowledge!
(I know that as a Financial Professional, time is the most valuable!)
Is This Compliant?
Yes. Our team consists of individuals with financial advisory experience, so we fully understand that for an advisor, the most important priority is to comply with the various regulations related to promoting financial and insurance products.
When designing the mini-course, we carefully ensured that we only share knowledge that empowers you to create AI-driven content that complies with these regulations. While regulations may differ slightly from one country to another, the core principles remain almost unchanged. By following the lessons from the course and avoiding misleading or deceptive claims in your content, you can be confident that your license will remain secure.
Smart Advisor Curriculum
Lesson I - The Art of AI Copywriting ($137 Value)
We will demonstrate, through 3 concrete examples, how to write ad copy for financial topics, whether it's life insurance, pension savings, or mortgages. We also reveal specific strategies and the best prompts! You can use these proven prompts immediately.
Lesson II - The Art of AI Image Generation ($127 Value)
We'll show you step-by-step how to use AI to produce breathtaking images in seconds. For example, this picture was generated by AI! You'll no longer need to pay for stock photos or graphic designers. Artificial intelligence will do it for you at a fraction of the cost.
Lesson III - The Art of AI Video Production ($197 Value)
Artificial intelligence can now produce not only stunning images but also high-converting marketing videos. The video here was also made by AI: it selected the stock videos, wrote the text, and added the music. And there's even more juicy stuff in the mini-course...
Lesson IV - The Art of AI Speech Generation ($147 Value)
Let me remind you: in the video at the top of this page, which you have hopefully watched, the voice was generated by AI. Would you have guessed at the beginning of the video that it wasn't a real human voice? Well, that's the level of AI at the moment.
Lesson V - When AI Apps Work Together ($227 Value)
In this section, we will demonstrate in an incredibly exciting way how different AI applications can work together to create something truly fascinating! This is one of the most valuable videos of the course. Moreover, you can maximize your own creativity in the process.
Lesson VI - Create Content Using an AI Avatar ($207 Value)
If you want to create video content but don't want to stand in front of the camera, there's a solution for you: with AI, you can have your own AI avatar! In the course, we'll show you exactly how to do it! You just need to copy and paste your sales pitch and click the "Generate" button.
Lesson VII - Know Your Prospects with AI ($117 Value)
Oh, and don't forget your special bonuses...
BONUS #1 - 50 High-Quality Finance-Related Posts ($47 Value)
▪️ 10 ready-to-use Life Insurance posts
▪️ 10 ready-to-use Retirement Savings posts
▪️ 10 ready-to-use Mortgage posts
▪️ 10 ready-to-use Financial Planning posts
▪️ 10 ready-to-use Investing posts
▪️ Easily editable (in Canva)
▪️ You can use them on your Social Media platforms!
*To get this bonus, you must purchase the mini-course until the timer above reaches zero...
BONUS #2 - 4 HD-Quality Finance-Related Marketing Videos ($157 Value)
▪️ 1 ready-to-use Life Insurance video
▪️ 1 ready-to-use Retirement Savings video
▪️ 1 ready-to-use Mortgage video
▪️ 1 ready-to-use Child Savings video
▪️ In both 1:1 and 16:9 formats!
▪️ You can use them on your Social Media platforms!
*To get this bonus, you must purchase the mini-course until the timer above reaches zero...
Get This Knowledge For Just:
$74 $37
✔ One-Time Payment
✔ 100% Money Back Guarantee
✔ $1363 Total Value + Course Updates
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So the total value of the mini-course is $1363...
And you can buy it for only $74 $37... "Where's the catch?"
Let me explain briefly why I'm doing this.
I'm fully aware of how sales work these days, and I understand that you have to provide enormous value first, and only then can you ask for something.
By the way, this is also true for human relationships. If you want to get noticed, you have to provide value first!
So, this offer is my enormous value to you.
I'm certain that after you watch the mini-course and see my expertise, you will remember me deeply in the future and want me to provide you with even more value.
And if you're a Financial Advisor, I can assure you that I'll have plenty more value for you!
That's the psychology behind my offer, and I hope you understand my strategy now.
Will You take the Blue Pill or the Red Pill?
The Blue Pill
If you take the blue pill, exit this page.
Forget everything you've seen here.
Continue handling business as usual and working overtime.
Believe that making cold calls and facing hundreds of rejections a day is "part of the game."
Tell your colleagues that AI is just a passing hype, like the early days of the internet...
Spend several hours a day creating content for your social media pages.
Keep cold prospecting, asking for referrals, and messaging random strangers on LinkedIn...
… and continue hustling and grinding to find your next client.
OR...
The Red Pill
If you take the red pill, you choose evolution.
You've realized that the world is changing, and you need to change too.
You want to stay at least one step ahead of your competitors and colleagues.
You don't want to be left behind; you want to use the power of change to become one of the TOP advisors.
You believe that AI is the future.
You want to learn new things and monetize them.
You're ready to try out the C.A.S.H. system as a financial advisor and are willing to invest $74 $37 to do it.
You believe that the best investment is self-investment.
"Why should I use AI to produce content as a Financial Advisor?"
Because here's the idea...
Content (created by AI)
What people read, watch, or see about your business.
Advertising (using AI settings)
The distribution of that content to generate interest.
Sales (with the help of AI)
Converting interest into new policies, new clients.
Happiness (what you deserve)
You'll have more time, money and clients than ever before.
I call it the C.A.S.H. system
1) Content
2) Advertising
3) Sales
4) Happiness
The best formula for Financial Advisors (speaking from experience)
1) Content (by AI)
This is the most crucial part of the process! 80% of success relies on it. And let's be honest: creating engaging content about financial topics, like life insurance, isn't easy. Most people aren't eager to buy insurance or other financial products. You know it, and I know it. However, with the help of artificial intelligence, you can create quality content in minutes that instantly captures the attention of your ideal clients.
2) Advertising
Once you have quality content, the next step is to distribute it to people. This is where social media advertising comes in. The good news is that creating these ads has become much easier. In many cases, you just need to let the AI handle the heavy lifting. It selects placements, finds the perfect target audience, corrects images, and more. All you have to do is choose the country you want to advertise in. If your content is good enough (as I mentioned, this is the most important thing), the leads will keep coming in.
3) Sales
If you've done the previous two steps correctly, then sales should be a piece of cake. You'll be contacting people who are genuinely interested in financial products. Compared to other client acquisition methods, like cold calling, it's a breeze. There's usually no unnecessary back-and-forth; you just need to go over the details of the insurance policy and close the deal. The hardest part of the process, finding interested parties, is already handled by the advertisements. That's the beauty of it! Plus, it's extremely scalable.
4) Happiness
An important part of life is enjoying success. AI gives every financial professional the opportunity to have more time to enjoy their achievements! After all, AI not only helps you acquire new clients but also frees up an incredible amount of time. Imagine having an assistant working 24/7 to get you more clients - never sick, never tired. It creates stunning content for you in seconds and delivers it to thousands of people every day. This gives you a huge competitive advantage over your competitors. Is there any financial advisor who wouldn’t be happy with all this?
Still hesitating? I wrote you a letter...
Dear Financial Advisor,
I want you to understand something.
The world is changing. It is constantly evolving... And you have to adapt to these changes. (This is one of the most important laws of evolution).
Of course, I also know that this can be intimidating at first.
Online marketing, artificial intelligence, social media ads, etc., can be daunting for an advisor who previously relied solely on referrals or cold calls.
We all fear the unknown, and that is perfectly normal. I'm afraid too.
However, you also have to admit that those who are NOT willing to change, evolve, and innovate will end up horribly out of touch with the competition.
The old methods, such as asking for referrals or cold calling, work! This is not in dispute. Many financial advisors still acquire new clients this way even nowadays.
BUT!
Advisors who are willing to learn and evolve with the times will gain an unassailable competitive advantage and reap the rewards.
While you're cold calling… another financial advisor is creating an ad that is generating 5 - 10 prospects a day for him on a non-stop basis.
While you're constantly asking everyone for referrals… a competitor is using a single Facebook post (created by AI) to reach thousands of people at once and steal clients from you.
While you're trying to send cold messages to everyone on social media… your colleague is working on fully automating his client acquisition process, and with artificial intelligence, he generates new prospects while he sleeps.
Can you feel the difference?
It's like trying to compete on a bicycle against someone who has a race car.
If you're reading these lines, it means it's not too late, and you have a choice...
But you have to do one thing, and I think you know what it is.
Meet Your Instructor
Who this Mini-Course is for
- You're a Financial Advisor, Insurance Broker, Mortgage Expert...
- ... Who wants to learn how to apply modern technology and artificial intelligence to client acquisition...
Who this Mini-Course is NOT for
- You're NOT a Financial Professional
- Or you're a Financial Professional, but you don't want to evolve with the times and prefer to stick with the old ways of getting clients.
Frequently Asked Questions
I'm not a native English speaker. Can I still use what I learn in the course to generate content in my own language with the help of AI?
Yes, absolutely. The Smart Advisor mini-course is specifically designed to be effective for financial professionals no matter which continent you work on. We have countless successful students across Europe, Asia, Africa, Australia, and, of course, America.
Your location or native language is not a limitation—the real question is, are you ready to take the first step on your journey to growth?
Do you provide only the knowledge, or do you also include the AI applications?
In the Smart Advisor mini-course, we introduce the 7 best AI apps that will be most useful for financial advisors in 2025, explained in a clear and practical way with real-world examples.
This is a training course focused on delivering knowledge.
If you'd like to use these apps, you can visit their official websites to try them out. Some of the applications featured in the course are free, while others require payment.
What skill level is this course for?
Even if you've never used AI before, you'll understand perfectly what you learn in this course.
If you have some experience and are at an advanced level, you're guaranteed to learn something new in the course.
Can't I learn all of this on YouTube?
No.
There is a lot of useful content on YouTube, and we use it daily for continuous learning. However, the knowledge in this course is very specific, designed specifically for financial advisors. This knowledge is not currently available anywhere else.
How long do I get access?
How does lifetime access sound?
After enrolling, you have unlimited access to this program for as long as you like - across any and all devices you own. Additionally, you'll receive all course updates as well!
Is there a guarantee?
Absolutely! The 'Smart Advisor' mini-course has a 14-day Satisfaction Guarantee.
If you are not completely SATISFIED and ENLIGHTENED by the Course, then contact us within 14 days for a full refund, no questions asked!
I've still got questions.
Sure! Just send us an email at [email protected] and we will take care of you.
Still on the fence? Here’s something for you!
Discover the best AI-powered lead generation strategy for financial advisors in 2025!
(FREE blog post)
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DISCLAIMER: The sales figures stated on this landing page and discussed in the "Smart Advisor" program are our personal sales figures and in some cases the sales figures of previous or existing clients. Please understand these results are not typical. We’re not implying you’ll duplicate them (or do anything for that matter). The average person who buys “how to” information gets little to no results. We’re using these references for example purposes only. Your results will vary and depend on many factors including but not limited to your background, experience, and work ethic. All business entails risk as well as massive and consistent effort and action. If you’re not willing to accept that, please DO NOT PURCHASE THE "SMART ADVISOR" COURSE.
