Patrick Rogers - SmartPro Financial

Patrick Rogers - SmartPro Financial We create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you’re hoping for.

10/08/2026

If you’re a high earner, “how much am I saving?” is only half the question.
The other half: what kind of money are you building?

Confused? Keep watching to see what we mean.

10/05/2026

You can get the plaque. You can get the goodbye lunch. 🥪

But if you’re producing $600K a year, the bigger question is: how much of that production are you actually keeping?

You’ll want to stay to the end to learn about the extra benefit of being independent that most people forget 🕺

Think this might be a switch you want to make? I’m looking for advisors to join my team. Reach out at the link in my bio.

10/02/2026

Want to be a financial advisor, but the thought of building a book of business (aka being a salesman) seems intimidating, exhausting, or just not you?

Then let’s talk about hunters vs. farmers and see if I can change your mind. There’s a place for you in this career, no matter where your natural skills go.

09/30/2026

Is it us, or has social media made it harder and harder to know what’s important or not important when you’re trying to manage your money?

We’re gonna set the record straight on a few things for you. Do you agree with our thoughts? Let us know!

09/28/2026

Last time we let Trevor blind rank something, it didn’t go so well.

Will he redeem himself this time?!

Remember: he has NO IDEA what’s on the list we’re about to give him. Are we mean for making him do this?

09/24/2026

Holding 60% of your net worth in company stock

Holding RSUs at vesting?

Wait for stock to go back up before selling?

A CFP ranks some common equity decisions. Will they get a green flag or a red flag?!

09/21/2026

If you’re considering a career as a financial advisor, there’s one thing you need to know: it’s not really about watching the markets or loving numbers.

In reality, it’s the softer side of things that really matter.

If you’re not a people person, it might not be the job for you.

We’re talking a lot about what the job ACTUALLY is—and if you want the full picture, head over to our YouTube channel to get the scoop.

And psssst: if you’re looking to get started in the industry, we’d love to talk. Shoot us a DM and we’ll get back to you!

09/17/2026

The golden rule of money management?

KISS: Keep it simple, stupid (or keep it super simple, if you wanna be positive 😉)

If you spend your time looking for the perfect strategy, investments, whatever—all of that can start working against you.

The basics will always matter, and as long as you set them up to support your goals, they’ll always work.

09/14/2026

What’s the best way to get into a financial services career? 🤔

There’s many ways to enter this industry, but they’re not all created equal. So we challenged Patrick to blind-rank five common career paths, from wirehouse training programs and bank advising to paraplanning and joining an independent team.

Stay tuned to hear what he thinks the number one path is.

The bigger takeaway: if you’re early in your career, don’t just look at the title or compensation. Think about what you’ll actually learn, who you’ll learn from, and whether the role is helping you become the kind of advisor you want to be.

Would you rank these differently?

09/09/2026

You’re leveraging weight intelligently in the gym—so if you’re not doing the same thing with your finances, it’s time to get a grip 💪

Lucky for you, Patrick Rogers at SmartPro Financial Greenville works out right beside you—here in the gym AND outside of it. So if you’ve been thinking, “Hmmm. Managing my finances feels like a lot, and there’s GOT to be a better way to do it,” well…there is.

All you need to do is give Patrick a call. Check out the link in our bio to schedule your fit call today!

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102 Renaissance Circle
Mauldin, SC
29662

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Thursday 9am - 5pm
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