Spend Your Time Actually Advising

Get money-smart contacts who are ready, willing and eager to work with a pro.

How SmartVestor Works

You’ll get contacts who are laser-focused on their money goals. Here’s how they’ll find you:

  1. An insanely motivated potential client learns about investing with a SmartVestor Pro through one of Ramsey’s podcasts, books, social media, or a quick Google search.
     
  2. They make the first move by filling out a form to connect with Pros in their area (by zip code).
     
  3. You and 2–4 other Pros get their contact info, plus they get yours too. We want them to do their homework and chat with each of you—so you’ll get a high-intent, educated client.

 

Built-in marketing? Heck, yes. We have a dedicated team that finds these folks who are excited to work with a Pro.

Who Uses SmartVestor?

These contacts are locked in on Ramsey principles—like only starting or continuing to invest once they’re debt-free. So they have the right mindset when it comes to their money.

And if they’re not ready yet, we have a ton of resources that’ll help them get there, so coaching won’t fall on you!

America's Trusted Voice on Money and Life

With a crew of world-class authors and speakers, Ramsey has the reach to find people who are in the best position to invest—and we’ll give them your name!

More Questions?

We’re looking for Registered Investment Advisors or Registered Representatives with two years of experience.

Short answer—it depends on the area you serve. Once you apply, we’ll talk out specifics and nail down your total cost from there.

Our team will see if you’ve got what it takes to join our network of all-star Pros and that there’s an opportunity in your area. Then we’ll either call or email you!

We teach that you're ready to invest once you're debt-free with a 3–6 month emergency fund. Then (and only then!) you can take 15% of your income to invest in mutual funds.

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By clicking the "Apply to SmartVestor" button, you agree to Ramsey Solutions' Terms of Use and Privacy Policy.

SmartVestor™ is an advertising service for investing professionals operated by The Lampo Group, LLC d/b/a Ramsey Solutions (RS). When you provide your contact information through the SmartVestor site, RS will introduce you to up to five investing professionals (“Pros”) that are in your geographic area. It is up to you to interview the Pros and decide whether you want to hire them. If you decide to hire a Pro, you will enter in an agreement directly with that Pro to provide you with investment advisory services. The Pros sign a Code of Conduct under which they agree to certain general investment principles, such as eliminating debt and investing for the longer-term, that are consistent with Dave's philosophy, but RS does not monitor or control the investment advisory services the Pros provide.

The Pros have entered into an arrangement with RS under which they pay RS a flat monthly fee to advertise their services in the SmartVestor Program and receive contact information for prospective investment advisory clients. The fees paid by the SmartVestor Pros to RS are paid irrespective of whether you become a client of a Pro that advertises through SmartVestor, and are not passed along to you. However, the presence of these arrangements may affect a Pro’s willingness to negotiate below its standard investment advisory fees, and therefore may affect the overall fees paid by clients introduced by RS through SmartVestor. Please ask your Pro for more information about their fees.

RS is not affiliated with any Pros and neither RS nor any of its representatives are authorized to provide investment advice on behalf of a Pro or to act for or bind a Pro. No investment advisory agreement with a Pro will become effective until accepted by such Pro.

Neither Ramsey Solutions nor its affiliates are engaged in providing investment advice. Ramsey Solutions does not receive, control, access or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of any SmartVestor Pro and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro. The contact links provided connect to third-party sites. Ramsey Solutions and its affiliates are not responsible for the accuracy or reliability of any information contained on third-party websites.