Funding Proposal
Providing access to capital to small businesses including pre-launch, start-up, and established enterprises is a focus of ours.
Career Opportunities
We are expanding rapidly and looking for the right people to help us improve the personal and/or business financial literacy of our nation.
FREE CERTIFICATION TRAINING
Your first step is to complete the free Certification Training which is described below in the YouTube video and access is provided via the PDF.
Through a Workforce Grant, earn your Certification with no expense and then apply that to assist others.
Smart Money Alliance Certification Train[...]
Adobe Acrobat document [125.2 KB]
CLIENT ON-BOARDING TRAINING
Learn how to on-board a new client to earn an adult income by watching the YouTube below (titled "How To On-Board Clients") or by clicking here.
Why would you want to learn this?
Need help setting appointments? The video below has scripting, best practices, etc.
NEW BRANCH OFFICE MANAGER ON-BOARDING PACKET
Are you a New Branch Office Manager or considering becoming one? Here is the on-boarding packet designed to get you off to a fast start.
This tool can help you project monthly income by becoming a Branch Manager. We'll assist you each month in editing key assumptions based upon your plans and preferences but this version, with very conservative assumptions, will get you started.
Smart Money Alliance Branch Economic Mod[...]
Adobe Acrobat document [141.1 KB]
Please also view the Economic Model and embedded YouTube below to better understand the Branch Office role.
New Branch Manager Packet.pdf
Adobe Acrobat document [244.9 KB]
REGIONAL DIRECTORS NEEDED
Additionally, we are building a leadership team of Regional Directors. Each Regional Director provides oversight and support for ten to fifteen Branch Offices. Please view the video below to learn more.
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