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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RamseyTrusted is our seal of approval in the marketplace—a symbol fans can look for to find service providers our team endorses. And sure, our providers are sharp folks, but industry know-how isn’t what gets them the RamseyTrusted shield. They have to earn our trust by meeting Ramsey’s high standards of excellent customer service before we ever allow them to work with our fans. And speaking of trust – you should understand that we get paid to promote the services of our providers and refer clients to them.  Click here for more information about our compensation and conflicts of interest.