For more information on each of our advisor levels please hover your mouse over the desired tag:
Held out to the public as a member of the elite SMI Advisor community, based on the successful completion of Core Training and Coaching with Susan Bradley, Founder of SMI. Distinguished as the seasoned SMI Advisor committeed to deepening skills and having met the requirements of the curriculum and peer review approval. The next intended level of development is the SMI Masters Track open to advisors completing Core and Advanced Training. This group maintains a high standard of client care delivered with a level of professional competencies unique in the financial services industry and the financial planning profession.Certified Financial Transitionist™

SMI Advisors By Name


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