No Cold Calls. Just Real Connections With Real Investors.

With the SmartVestor program, growing your financial advisory business doesn’t have to feel like a second job.

Not Your Average Lead-Gen Service

You've burned through your contacts list. Hundreds of complete strangers have turned down your cold-call efforts. That’s normal for many financial advisors. At SmartVestor, normal isn’t really our thing.

Connect With
Ramsey Referrals

They’re phone-number verified, actively looking for an advisor, and can book an appointment with you right from our website.

Join a Nationally
Recognized Program

We love promoting the SmartVestor program on social media, in books, in ads, and to the 20 million+ weekly listeners of The Ramsey Show.

The Coaching and Community Difference

Join a community of like-minded pros and coaches who are serious about helping you succeed in a competitive marketplace.

SmartVestor Helps Pros Help More Clients

When you join the SmartVestor program, finding referrals is as easy as checking your inbox.

Make Lasting Connections

Your next client is already looking for you. We’ll point them in your direction. Here’s a sneak peek at the referrals in our program:

*Survey conducted in 2025 by Ramsey Solutions SmartVestor Team

Hear What Current Pros Have to Say

See how the program has helped SmartVestor Pros spend less time prospecting and more time serving.

Dan

Financial Advisor

“I couldn't recommend the SmartVestor program more!  I love that I can be proud of what I do!  The ability to create positive life change in listeners in my local area has been the most fulfilling work I have ever been a part of. From a business standpoint my book is so much further than it would be without the SmartVestor program.  This, in turn, has allowed me freedoms and experiences with my family that I never could have imagined.”

Jon

CFP®

“Joining the SmartVestor Program has been the best marketing decision I've made in my career as a Financial Advisor. It's given me a great community of support and encouragement where I know I belong. The continual stream of referrals has been lucrative, but the unexpected benefit has been how life-giving it is to get to help so many new people.”

Brian

MBA, AIF®

“Hands down, been the best growth driver of our business. Dave’s fans are awesome and are looking for the education.  If you approach the SmartVestor program with the heart of a teacher, you will have success!”

Lee

AIF®, CRC®

“The biggest benefit has been the quality of the conversations. Many of the people who reach out are actively looking for help and are ready to engage in financial planning discussions. The SmartVestor program has helped us create consistent opportunities to meet new families and grow our client base in an organic way. It’s expanded awareness of our practice and supported long-term relationship growth through trust and ongoing service.”

Harrison

CFP®

"Smartvestor has helped grow my business exponentially. The type of clients we bring in are great people and we are already on the same page!"

Ramsey Solutions is a paid, non-client promoter of pros and does not endorse individual advisors.

Apply to Join the SmartVestor Family

Ready to connect with referrals who are looking for the services you offer? Here’s what to expect after you fill out the form.

Image of smartphone with the referral application form. Text that reads: Referrals fill out their info before reaching a Pro.

If you qualify, our team will reach out to discuss opportunities.

Customers reach out to us for help finding a pro.

We’ll introduce you to phone-number-verified referrals from areas you serve.

You reach out to referrals to see if they’re a good fit.

Apply Now

More Questions?

Short answer—it’s a fee that depends on the area you serve plus a fixed monthly fee. Once you apply, we’ll talk out specifics and nail down the total from there.

Our team will look over your info to verify you have at least two years of experience as a registered investing professional and see if there’s an opportunity in your area. Once we check those boxes, we reach out to get to know you and tell you more about the program.

If it turns out to be a good fit, we’ll equip you with the resources and knowledge you need to know to get started. Then, we’ll start matching you with potential clients in your area. We’ll send you their info and some may even book a meeting with you right from our website.

If they didn’t use a good ol’ Google search looking for investment help, then chances are they came from our ever-growing audience. That could mean The Ramsey Show (the country’s second-biggest syndicated radio show), one of our bestselling books, YouTube, podcasts, social media, online advertising—even church.

  • 20 million people tune into our radio shows, podcasts, and videos weekly.
  • 23 books published by Ramsey are on the national bestsellers list.
  • 10 million families changed their lives with our guided money plan.

As a general guideline, we suggest people start investing once they're debt-free (other than a mortgage) and have a 3–6 month emergency fund. Ramsey fans should discuss their own financial circumstances and investment objectives with the SmartVestor Pro they select.

In addition to promoting the SmartVestor program on The Ramsey Show, in other Ramsey content, and through nationwide advertising, we also offer a marketing toolkit for SmartVestor Pros. It comes with logos, customizable graphics and social posts that you can download, plus style guides that will teach you how to promote your SmartVestor status.

SmartVestor™ is an advertising and referral service for investment professionals operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). When you provide your contact information through the SmartVestor site, Ramsey Solutions will introduce you to up to five (5) investment professionals (“Pros”) that cover your geographic area. Each Pro has entered into an agreement with Ramsey Solutions under which the Pro pays Ramsey Solutions a combination of fees, including a flat monthly membership fee and a flat monthly territory fee to advertise the Pro’s services through SmartVestor and to receive client referrals from interested consumers who are located in the Pro’s geographic area. Each Pro may also, if applicable, pay Ramsey Solutions a one-time training fee.
 
The fees paid by the Pros to Ramsey Solutions are paid irrespective of whether you become a client of a Pro and are not passed along to you. However, you should understand that all of the Pros that are available through SmartVestor pay Ramsey Solutions fees to participate in the program. Further, the amount of compensation each Pro pays to Ramsey Solutions will vary based on certain factors, including whether the Pros choose to advertise in local or national markets. Ramsey Solutions has a financial incentive to present certain Pros that offer their services on a national basis (“National Pros”) more often than other National Pros that pay lower fees.

It is up to you to interview each Pro and decide whether you want to hire them. If you decide to hire a Pro, you will enter into an agreement directly with that Pro to provide you with investment services. Ramsey Solutions is not affiliated with the Pros and neither Ramsey Solutions nor any of its representatives are authorized to provide investment advice on behalf of a Pro or to act for or bind a Pro. Ramsey Solutions introduces you to Pros that cover your geographic area based on your zip code. Neither Ramsey Solutions nor its affiliates provide investment advice or recommendations as to the selection or retention of any Pro, nor does Ramsey Solutions evaluate whether any particular Pro is appropriate for you based on your investment objectives, financial situation, investment needs or other individual circumstances.

No investment advisory agreement with a Pro will become effective until accepted by that Pro. Ramsey Solutions does not warrant any services of any SmartVestor Pro and makes no claim or promise of any result or success by retaining a Pro. Your use of SmartVestor, including the decision to retain the services of a Pro, is at your sole discretion and risk. Any services rendered by a Pro are solely that of the Pro. The contact links provided connect to third-party websites. Ramsey Solutions and its affiliates are not responsible for the accuracy or reliability of any information contained on third-party websites. Each Pro has signed a Code of Conduct under which they have agreed to certain general investment principles, such as eliminating debt and investing for the longer-term, and, if applicable, have completed Ramsey Pro Training. However, Ramsey Solutions does not monitor or control the investment services the Pros provide.