Robert J. Smith, Leading Financial Advisor and Founder of Smith Profits, Interviewed on the Influential Entrepreneurs Podcast.

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 MDRT qualifier, Smith 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.

Smith 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, Robert became the #1 producing agent for Mutual of New York (MONY)/AXA worldwide.

Over his five-decades-long financial services career, Smith 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 ensure their success.

https://www.RobertJSmithProductions.com

In addition to being licensed as a Series 7 and Series 63 General Securities Representative, Robert was also licensed as a Registered Investment Advisor (RIA). Smith is also licensed as a Life, Health, and Variable Annuities Agent and was a Licensed Insurance Counselor (LIC) which qualified him to testify in Michigan Courts as an Expert Witness. Smith was also a licensed Mortgage Broker and currently holds a Real Estate agent’s license.

Smith consulted with a Tampa firm that never had a single mortgage broker earn over $100,000.00 per year. Within six months of working with Robert, every broker had earned in excess of $150,000.00 in commissions.

In a career that spans five decades, Smith is the only financial advisor in the United States who has earned the CLU, ChFC, LIC, CCCC, RIA, AAMS, CMP, and CMPS professional designations while leading both a financial services giant and a banking giant in sales production.

After setting numerous production and achievement records at several Fortune 500 Companies, Robert sustained severe spinal cord injuries which resulted in his closing his private practice offices in Atlanta, Sarasota, and Tampa. 

While undergoing fourteen surgeries and years of physical rehabilitation, Smith began training for a second career by concurrently earning his Master of Fine Arts (MFA) degree in Creative Writing as Valedictorian at Full Sail University and his Feature Film Writing degree With Distinction at UCLA. Smith has won Director’s Awards for The Art of Visual Storytelling as well as Editing for Film, Games, and Animation and is a sought-after public speaker.

Robert became an International Best-Selling Author with his contribution to SALES GENIUS #1 which was the #1 Amazon Best-Seller in Sales Techniques both in the USA and in the UK while The Wolf of Wall Street, Jordan Belfort’s book on sales was # 2 in both rankings. Smith has also written THE ADVENTURES OF INSURANCE MAN, THE LOAN ARRANGER, REAL ESTATE WOMAN, and SHORT ATTENTION SPAN DAN.

THE ADVENTURES OF INSURANCE MAN provided Robert with his single largest commission to date when he earned $110,000.00 with The Equitable on an estate planning case that was closed due to this story.

THE ADVENTURES OF INSURANCEMAN is available on Amazon for single use and may be licensed and customized for use by licensed insurance agents to increase sales production and persistency.

https://www.amazon.com/ADVENTURES-INSURANCEMAN-ROBERT-J-SMITH-ebook/dp/B07H3D2TY5?ref_=ast_sto_dp

Smith has been featured on ABC, CBS, The CW Network, FOX, The Golf Channel, and NBC.

Smith consistently ranks in the Top 1% in the Internet Movie Database (IMDb). Robert is also a Forbes Business Council Member and writes for the media giant on a regular basis and contributes to Forbes Expert Panels.

https://www.IMDb.Me/RobertJSmith

Robert has raised millions of dollars for charity through his financial advisory practice and personal efforts.

Robert J. Smith, MFA may be reached at Robert@RobertJSmith.com and at (407) 508-0200 for a fifteen-minute consultation at No Charge to show how to increase a company’s sales production, revenues, and profits.

Learn more: https://smithprofits.com/

 

 

 

 

 

NEWS ROOM

Business Innovators Magazine - News Syndication