SmartAsset is an approved lead generation system that ESI Investment Advisor Representatives (IARs) can sign up for on a pay per lead basis.
How it Works
- IARs sign up with SmartAsset to purchase qualified leads – the advisor has an individual agreement with SmartAsset..
- The advisor chooses some basic demographic information and AUM options that SmartAsset uses to identify leads.
- Leads are generated by SmartAsset directly via marketing ads. Investors who are in-market for financial advice are invited to take a 25-30 question survey about their investment and financial planning preferences.
- After investors complete the survey, SmartAdvisor’s in-house concierge team contacts them by phone, text and/or email to validate their contact information and intent.
- Once they are validated, investors are matched with up to three financial advisors based on both investor and advisor criteria.
- Advisors receive each lead – complete with all contact information, investable assets, and survey responses – in one of two ways: Directly to their inbox via email or on the phone via SmartAdvisor’s Live Connections program
Benefits to You
- No marketing is required of the advisor.
- The advisor controls the lead type that they receive.
- All leads are pre-qualified by SmartAsset
Benefits to Your Client/Prospect
- Client is connected to an advisor who meets their needs.
Getting Started
- When you sign up with SmartAsset you’ll be asked to create a profile. Profiles must be submitted to ARU for review prior to publication on the Smart Asset site, and the email address will need to be provided that will be used with the system.
- To get started with SmartAsset, go to https://smartasset.com/financial-advisor/about
- Contact SmartAsset for information regarding costs to participate.
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