The SMB Owner's Guide to Choosing the Right Financial Advisor

A FREE 5-Day Educational Email Course to finally hire the RIGHT advisor!

  • Spot Advisors Who Have True Experience Building Small Business Wealth

  • Discover How Choosing Low Advisory Fees Cost You $50K+ In Missed Opportunities

  • Understand The Legal Difference Between Fiduciary Advisors vs. Commission-Driven Salespeople

  • Test If Your Advisor Will Ghost You During Financial Emergencies

  • Know Why Generic Investment Plans Fail Business Owners And What To Demand Instead

Written by David Smith, a financial advisor who specializes in SMB owners and has helped 200+ avoid costly advisor mistakes while saving over $5 million through strategic tax planning.

"This 5-day course transformed how I think about financial planning for my business. I went from shopping for the cheapest option to understanding what strategic small business wealth planning actually looks like. Worth every minute."
— Mike R., E-commerce Business Owner

Want to make sure this free email course is “worth it” before you sign-up?

Here are the 5 Mistakes we'll cover:

Day 1: Choosing Advisors Without Solid Small Business Experience—How this leaves you vulnerable to missed opportunities, poor strategies, and cash problems that the right specialists can prevent.
Day 2: Thinking Cheap on Low Fees Instead of Planning Value—Why this results in huge wealth gaps, years of bad strategies, and losing $50K to save $5K in fees.
Day 3: Assuming All Financial Advisors Have Your Best Interests at Heart—How this leads to investment sales disguised as advice, biased recommendations, and strategies that help them more than you.
Day 4: Ignoring Communication Style and Availability—Why this causes missed opportunities, crisis management disasters, and advisors ghosting you when critical decisions can't wait.
Day 5: Accepting Lazy Advice Instead of Laser-Focused Planning—How this leads to ineffective wealth building, leaving profits on the table for, and investment plans unfit for your cash flow patterns.

Hooray! The first lesson of The SMB Owner's Guide to Choosing the Right Financial Advisor is on its way to your inbox.

Within the next minute or two, you're going to get an email from me X.This email contains instructions to get started with our SMB Owner's Guide, so be sure to check it out!But if you have any questions, don't hesitate to hit reply and let me know—I'll be happy to help! :-)Now go and check your inbox!

P.S. If you don't find the email in your inbox in the next couple of minutes, please check your spam folder...Chances are it ended up there.(Since I'm relatively new to sending emails to my list, sometimes the "email algorithms" think I'm a robot! 🤷🏻)