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.

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.

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. Robert 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, Robert is the only financial advisor in the United States who has earned the CLU, ChFC, LIC, CCCC, RIA, AAMSÒ, 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, Robert 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 #1ã 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 INSURANCEMAN THE LOAN ARRANGER, REAL ESTATE WOMAN, and SHORT ATTENTION SPAN DAN.

THE ADVENTURES OF INSURANCEMAN 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.

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

He has consistently ranked in the top 1% of the Internet Movie Database (IMDb). Robert is also a Forbes Business Council Member and Contributor.


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

Robert J. Smith, MFA may be reached at and at (407) 508-0200 for a fifteen-minute consultation at no charge to show you how you can increase sales production, revenues, and profits.

Learn more:

Mike Saunders, MBA

Mike Saunders is the Authority Positioning Coach at Marketing Huddle, the author of Amazon Bestselling book Authority Selling™, Adjunct Marketing Professor at several Universities, contributor to The Huffington Post, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.