Anyone can Advise and Teach as long as your class and subject adheres to our Guidelines.
WorkShops and Classes in Smart Money are mainly designed for Consumer Knowledge in Wealth, Finances, Insurance, Mortgage, Loans, Credit, Debt, Savings, Retirement, Bankruptcy, Loan Modifications, Student Loans, Home Buying, Estate Planning and others within these fields; not selling a product but offering inside knowledge to help understand and educate people.
Yes! We offer many resources from one-on-one support to team support and Live Seminars with guest speakers to help you expand your knowledge scope to offer more services and knowledge for your clients.
A WorkShop is an Online (work book) interactive tool. Ranging from Videos, Text to Questions and Answers your clients can answer allowing you to follow your subject’s progress of learning.
The system is design to allow you to build a Goal Plan for your client to achieve their hopes and dream. Starting off with Daily To-Do-List, to Milestones they must complete to Suggestions on how to achieve their goal of having you educate them.
Yes, just as you offer them to your client we offer the same to you to teach you how the system works and how to most effectively use it.
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