Interview with Financial Planner and Advisor, Robert J Smith Founder of Smith Profits

To begin his career, Robert became the fastest agent in the history of the John Hancock Companies to complete The American College’s four-year Certified Life Underwriter (CLU)Ò and Chartered Financial Consultant (ChFC) designation programs. Both were successfully completed in only 13 months.

The reason for the urgency was for a 25-year-old to gain immediate access to an advanced planning market that was dominated by gray-haired senior financial advisors. This commitment to education and a healthy commitment to prospecting and gaining referrals provided Smith with the opportunity to gain Ford, General Motors, and Chrysler as clients.

Robert completed his Accredited Asset Management Specialist (AAMS) designation with the College for Financial Planning while with New York Life. As a perennial Million Dollar Round Table MDRTâ qualifier, Robert was part of the New York Life team which led the MDRT for the fiftieth consecutive year. Robert’s name is enshrined in a plaque on the wall of the New York Life Building located on Madison Avenue.

Robert taught the Certified Financial Planner CFP curriculum to financial advisors, bankers, accountants, attorneys, and others at Oglethorpe University. Robert also served as a Princeton Review Instructor.

After becoming the #1 producing branch manager nationwide for BankAtlantic/BB&T, Smith became the #1 producing agent for Mutual of New York (MONY)/AXA worldwide.

https://www.RobertJSmith.com

Over his five-decades-long financial services career, Robert has consistently ranked in the top 1% worldwide in insurance and financial services production. He shares his proven storytelling methods, persuasive writing techniques, and sales closing style with professionals through public speaking and private consulting to assure their success.

https://www.RobertJSmithProd