New SmartAsset Service Aims to Boost Client Prospecting
The subscription marketing platform provides referrals in set ranges, depending on the plan.
SmartAsset, a marketplace connecting consumers to financial advisors, has launched a marketing platform to help financial advisors attract clients and retain existing ones.
The SmartAsset Advisor Marketing Platform seeks to redefine prospecting via a comprehensive client engagement platform that provides financial advisors with a fixed range of referrals over a six- or 12-month subscription, available in three plan levels.
“SmartAsset AMP is a true marketing platform, providing the referrals and tools to make it easier than ever for advisors to scale their business,” said Michael Carvin, SmartAsset founder and CEO.
“As an organization focused on advisor growth, SmartAsset is proud to connect financial advisors with high-intent consumers and help them acquire more clients via our automated marketing suite. We generate the referrals and then provide the outreach and marketing tools to ensure advisors can convert referrals into clients and focus on helping consumers achieve their financial goals.”
SmartAsset AMP will enable advisors to expand business by eliminating the need to rely on outdated sales tactics or chance personal referrals and instead connect advisors directly with high-intent consumers looking for financial advice, according to SmartAsset, which says it matches over 50,000 U.S. consumers with financial advisors monthly.
Through the platform, advisors receive a number of referrals each month by phone and email, depending on subscription level, the service said.
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