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Mar 29, 22 (Updated: Oct 21, 22)

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1. Smartasset.com
Refiner 1 year ago

About Our SmartAdvisor Program | SmartAsset.com

https://smartasset.com/financial-advisor/about

SmartAdvisor helps qualified financial advisors build meaningful relationships directly with validated consumers who are actively searching for financial advice ...

Social Handles

Page Status Information

Checked At HTTP Status Code Connect Time (ms) Result
2024-03-24 17:56:32 200 30 Page Active
2024-03-14 05:17:09 200 126 Page Active
2024-03-12 21:00:02 200 30 Page Active
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2. Advisorhub.com
Curious Charlotte, NC, USA 1 year ago

SmartAdvisor - AdvisorHub

https://www.advisorhub.com/fintech/smartadvisor/

SmartAsset offers the web's best personal finance advice with free, automated tools around homebuying, retirement, taxes, and more.

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3. Smartadvisormatch.com
Outspoken 1 year ago

SmartAdvisor Match is an online resource and database of financial advisors across America. We encourage readers to explore profiles on thousands of ...

2
1
4. Saragrillo.com
Scholar Expanding Circle 1 year ago

Should financial advisors use SmartAsset and other lead ...

https://saragrillo.com/2021/07/12/should-financial-advisors-use-smarta...

Should financial advisors use SmartAsset (and other lead services)? ... well, I'll connect even though I don't want an advisor right now and ...

4
1
5. Wallethub.com
Explainer Bangalore, Karnataka, India 1 year ago

SmartAsset Reviews: 41 User Ratings - WalletHub

https://wallethub.com/profile/smartasset-13760810i

Our algorithm matches consumer prospects with up to three fiduciary financial advisors based on investable assets, location and willingness to ...

2
1
6. Forbes.com
Scholar Brattleboro, VT, USA 1 year ago

Financial Advisors Get Qualified Leads From SmartAsset

https://www.forbes.com/sites/tomgroenfeldt/2018/03/12/financial-adviso...

Click on Find a Financial Advisor and SmartAsset asks about 20 ... Advisors are looking for ways to connect with qualified investors, ...

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7. Wealthmanagement.com
Informed Noida, India 1 year ago

SmartAsset Unveils 10,000 Public Advisor Profiles on ...

https://www.wealthmanagement.com/technology/you-ve-been-listed-smartas...

For its traditional lead-generation platform, financial advisors can enroll in SmartAdvisor at no cost and then choose how many pre-qualified ...

5
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8. Businesswire.com
Announcer Sydney 1 year ago

Concourse Financial Group Securities Taps SmartAsset As ...

https://www.businesswire.com/news/home/20220106005214/en/Concourse-Fin...

SmartAsset's SmartAdvisor platform offers customized investor prospecting solutions with built-in compliance processes that satisfy ...

5
1
9. Techcrunch.com
Critic Paris, France 1 year ago

SmartAsset rethinks financial advisory, and becomes a ...

https://techcrunch.com/2021/06/24/smartasset-rethinks-financial-adviso...

SmartAsset, a marketplace that connects consumers to financial advisors, announced today that it has raised $110 million in a Series D round ...

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10. Fa-mag.com
Critic Raleigh, NC 1 year ago

SmartAsset Creates 'Live Connections' Between Advisors And ...

https://www.fa-mag.com/news/smartasset-s-new-tool-creates--live-connec...

New York-based SmartAsset has announced an addition to its SmartAdvisor marketing program promising to connect financial advisors to ...

6
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11. Thinkadvisor.com
Critic Longueuil, QC, Canada 1 year ago

4 Deceptively Simple Tips to Turn Prospects Into Clients

https://www.thinkadvisor.com/2018/05/18/4-deceptively-simple-tips-to-t...

SmartAsset's review of its lead gen service found the best advisors ... done by SmartAsset among the advisor users of its SmartAdvisor lead ...

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12. Thefinancetwins.com
Reviewer United Kingdom 1 year ago

SmartAsset Review - Find A Local Financial Advisor - Finance ...

https://thefinancetwins.com/smartasset-financial-advisor-review/

SmartAsset Financial Advisor Review ... Description: is a free automated service that matches you with financial advisors near you. Overall. 4.8.

1
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13. Bbb.org
Informed Montreal, QC, Canada 1 year ago

SmartAsset | Complaints | Better Business Bureau® Profile

https://www.bbb.org/us/ny/new-york/profile/financial-consultants/smart...

I'm a Financial Advisor in ****** ** and subscribed to Smart Asset ... not have a working phone number and two leads that did connect were complaining to me ...

5
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14. Thewealthmosaic.com
Legendary 1 year ago

SmartAdvisorMatch - The Wealth Mosaic

https://www.thewealthmosaic.com/vendors/smartasset/smartadvisormatch/

Connect with SmartAsset ... Now we're proud to offer a way to help you find a financial advisor. ... SmartAdvisor Match is brought to you by SmartAsset

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15. Riaintel.com
Disciplined 1 year ago

Why Lead Generator SmartAsset Just Became an RIA | RIAIntel

https://www.riaintel.com/article/b1lv5vl9vhvqyr/why-lead-generator-sma...

In 2018, SmartAsset launched SmartAdvisor, a platform that matches financial advisors with local prospective clients. Since the end of 2018, ...

3
1
16. Greenhouse.io
Explainer Rochdale, United Kingdom 1 year ago

Client Experience / Junior Sales - Remote at SmartAsset

https://boards.greenhouse.io/smartasset/jobs/5463217002

The ability to connect investors with advisors quickly and efficiently is critical to the success of our financial advisor business.

5
1
17. Riabiz.com
Legendary 1 year ago

SmartAsset raises $110 million after LPL and Schwab ... - RIABiz

https://riabiz.com/a/2021/7/13/smartasset-raises-110-million-after-lpl...

SmartAsset vets its leads through a call center before sending them on to advisors. It levies a single flat-fee; they range from $25 for a lead ...

4
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18. Consumer-research-associates.com
Editor Kollam, India 1 year ago

Case Study Smart Asset - Ethnographic Research

https://consumer-research-associates.com/case-study-smart-asset/

One part of that empowerment is to connect consumer investors to financial advisors through the SmartAdvisor service. SmartAsset asked CRA to engage ...

5
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19. Bloomberg.com
Organizer Houston, TX, USA 1 year ago

Brookstone Capital Management Partners With SmartAsset To ...

https://www.bloomberg.com/press-releases/2021-09-15/brookstone-capital...

BCM's network of 1,000+ independent financial advisors doing business in all 50 states can now utilize SmartAsset's SmartAdvisor platform to ...

5
0
20. Proudmouth.com
Legendary Internet 1 year ago

303. Bridging the Gap Between Advisors and Leads With ...

https://proudmouth.com/podcasts/303-bridging-the-gap-between-advisors-...

In this episode, Matt Halloran talks to Chris Sonzogni, the director of advisor marketing at SmartAsset, ... Connect With Chris Sonzogni:.

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21. Truejob.com
Scholar London 1 year ago

SmartAdvisor Jr. Account Manager - SmartAsset | TrueJob

https://www.truejob.com/job/smartadvisor-jr-account-manager-xq7rma

Responsibilities: Provide best in class customer service and support to your Financial Advisor accounts; Educate Financial Advisors about how to get the most ...

7
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22. Midstreammarketing.com
Outspoken Cologne, Germany 1 year ago

The Top Qualified Lead Resources for Financial Advisors

https://www.midstreammarketing.com/the-top-qualified-lead-resources-fo...

SmartAsset in particular is a paid lead source where someone can buy leads and get them directly for a few hundred dollars or more… with a ...

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Frequently Asked Questions

How much does SmartAsset cost?

The average advisor spends between $1,000 and $3,000 per month on SmartAsset's services, according to the firm.

What is SmartAsset com?

SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors.

Is SmartAsset free?

For users of its software – people looking for help with their financial decisions, SmartAsset is free.

Is SmartAsset a reliable source?

Is SmartAsset legit? SmartAsset's site is full of useful financial resources that can benefit users in every phase of life. The company's free guides and calculators are easy to access and use, and the website provides quality advice from financial professionals.

Recent Tweets By smartasset

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@smartasset Winning the lottery, especially if it’s a large sum, can be a life-altering event for some. What you do next can put you on the path to financial wellness for the rest of your life. https://t.co/ead382wbsn
2023-01-24 09:41:48
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@smartasset Approximately 65 million Americans will pay less for Part B Medicare premiums in 2023, among other things. Learn more here: https://t.co/gTbhREPlrp
2023-01-16 04:00:00
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@smartasset College can be very expensive, as the cost of tuition has far outpaced inflation. Today, saving for college is a significant long-term goal, so it’s useful to periodically check whether you are on track to meet your college savings goals. https://t.co/udd8hK5z6P
2023-01-15 04:00:02
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@smartasset What Is Middle Class Income in the U.S.?: https://t.co/75IvQzDs21
2023-01-14 04:00:02
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@smartasset Preparing a financial plan for a couple involves considerations and steps not typically addressed in plans for single individuals. https://t.co/pseX7wJzwU
2023-01-13 07:57:14
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@smartasset Saving $1 million can seem like a daunting task that requires a lot of navigation. However, with the right strategy and execution, hitting the $1 million in savings is something that can change your long-term financial outcome. https://t.co/ATP3MRdigG
2023-01-12 04:00:33
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@smartasset Ask an Advisor: What Documents Should I Bring to My First Meeting With a Financial Advisor? https://t.co/k3f0NZ4VK3
2023-01-11 04:00:01
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@smartasset Your best real estate investment option will depend on factors such as how much capital you have, how much risk you can tolerate and how much work you want to do to maintain your investment. Learn more here: https://t.co/CVnvoGyvkJ
2023-01-10 10:21:09
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@smartasset Small business investing offers the chance to get higher returns and have a bigger impact than investments in other asset classes. However, the risks of losing the entire amount invested are high. https://t.co/WxAwt3jN7w
2023-01-06 04:00:32
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@smartasset The U.S. labor market remained strong in 2022, but the Bureau of Labor Statistics predicts that the market may cool off in years to come. With these potential job changes in mind, SmartAsset identified the fastest-growing jobs for college graduates. https://t.co/wYHjyk5wRQ
2023-01-05 04:00:30
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@smartasset New financial challenges and opportunities confront investors each year, but what’s not new is the optimal time to jump on them. Morningstar’s month-by-month guide for financial obligations lists time-sensitive tasks on the calendar for a specific month. https://t.co/QF3cTMBl70
2023-01-04 04:00:30
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@smartasset Designating a beneficiary sooner rather than later is always the smart approach. We compiled 5 mistakes to avoid. Learn more here: https://t.co/VPqUa9vAfM
2023-01-03 04:00:31
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@smartasset An extra $10,000 can provide a significant leap forward in your investments. However, before deciding how to invest, it’s best to gauge your unique circumstances and investment approach. https://t.co/2NnwPjvgbL
2023-01-02 04:00:32
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@smartasset To figure out if $1.5 million is enough for retirement, you’ll need to factor in Social Security, pension and other income, as well as fixed and variable costs. https://t.co/5E9ELIxnlC
2023-01-01 04:00:32
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@smartasset While you might not associate retirement with homeownership, buying a home after age 60 can be financially savvy. Instead of comparing school districts, you can find the ideal combination of comfort, affordability and proximity to those who matter most. https://t.co/ONLB4g2YLR
2022-12-30 04:00:30
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@smartasset Can You Use Retirement Funds to Buy a Second Home?: https://t.co/AAioPxYip6
2022-12-28 04:00:30
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@smartasset Inflation causes prices to rise, which can slow down an economy somewhat. However, the real connection between inflation and recessions is in the cure.https://t.co/BvvH5GOlz3
2022-12-26 04:00:01
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@smartasset The housing market has been on a rollercoaster over the past year. With this in mind, SmartAsset set out to calculate how many years of work are needed to afford a down payment in each city. https://t.co/SeIYQwJFm4
2022-12-23 00:00:00
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@smartasset Ask an Advisor: Help Me Understand the Math. How Does Donating to Charity Reduce My Taxes? https://t.co/aacqzcNtOe
2022-12-19 00:00:00
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@smartasset Nobody has a crystal ball, but after a whiplash-inducing 2022, investing experts are considering the forces that will shape 2023. Learn more here: https://t.co/eCh1wKOPfk
2022-12-18 00:00:00
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@smartasset What Advisors Can Learn From Working With Professional Athletes: https://t.co/kRF3KRccQf
2022-12-16 00:00:00
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@smartasset Regionally, housing markets are expected to see price drops toward the end of the year, which could signal opportunities to make the most of the market. To determine the best states for homeowners, SmartAsset compared all 50 states across 11 metrics. https://t.co/TEo6VMd4tT
2022-12-15 00:00:00
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@smartasset Divorce is difficult, regardless of the circumstances. To get through this hard time, it can help to focus on concrete solutions. That’s where a divorce checklist comes in. https://t.co/lkr0SjBLzH
2022-12-14 00:00:00
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@smartasset In 2019, the U.S. beer industry sold around $120 billion worth of beer through retail businesses. To determine the best cities for beer drinkers, SmartAsset compared 393 cities across four different metrics. https://t.co/NMCFDAP07X
2022-12-13 00:00:00
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@smartasset Ask an Advisor: I Have a ‘Solid Understanding’ of Investment Strategies. So Why Should I Pay 1% to a Financial Advisor? https://t.co/SHk8C58xOc
2022-12-12 00:00:00
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@smartasset An annuity is a contract between a person and an insurance company. You agree to pay a premium upfront and in exchange you get payments in retirement. Learn more here: https://t.co/xcF3q3yucE
2022-12-11 00:00:00
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@smartasset A financial advisor can help with all sorts of financial situations. Because life is full of intricate financial issues and decisions, it’s wise to consult with one as you make more money or grow your family. https://t.co/2UGioKqSlg
2022-12-10 00:00:00
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@smartasset To uncover the happiest places in America, SmartAsset analyzed the 200 largest cities, 164 of which had available data. We looked at 13 different metrics across three categories: personal finance, well-being and quality of life. https://t.co/UlZ4KrUJzs
2022-12-09 00:00:00
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@smartasset Generally, creating significant passive income takes a lot of time, a lot of money, or both. No best strategy works for everyone; getting started is most important. https://t.co/9aKXiLGViE
2022-12-08 00:00:00
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@smartasset By 2025, Gen Zers are expected to account for a quarter of the workforce in the U.S. To determine the cities with the largest Gen Z workforce, SmartAsset analyzed the number of workers born between 1997 and 2005 in the 100 largest U.S. cities. https://t.co/0Nb7eBIeYR
2022-12-07 00:00:00
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@smartasset Spending money on home health care or a nursing home isn’t a topic anyone really enjoys discussing, but it is an important one. Proper planning can help protect you against the unexpected and make sure you make the right investment. https://t.co/paX9kbaYAP
2022-12-06 00:00:00
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@smartasset Inheriting money or property can have a profound impact on your financial future, but making smart choices with the money is paramount. https://t.co/H7iPq8vR0D
2022-12-05 00:00:00
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@smartasset One of the best ways to save for retirement is to create a retirement fund. This is a general way of saving for retirement using multiple types of specially designed financial accounts from a bank or other financial services company. https://t.co/btgCFQH22N
2022-12-04 00:00:00
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@smartasset The best place for you to save money and earn interest depends on your savings goal, investment horizon, risk tolerance and other factors. https://t.co/0Q4ydTeRqn
2022-12-03 00:00:00
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@smartasset With travel prices up with rising inflation, getting the most out of a vacation budget is important. To determine the most affordable travel destinations, SmartAsset compared the 35 largest U.S. cities and calculated costs for a three-day trip. https://t.co/xi11blY9SU
2022-12-02 00:00:00
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@smartasset AirBnB properties can be an attractive investment, though they aren’t right for everyone. Understanding what’s involved in getting started and what risks you might face can help you to decide if it’s a good match for your portfolio. https://t.co/oHJ1wvF2Aj
2022-12-01 00:00:00
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@smartasset Despite economic uncertainty being a top concern for most Americans, there are some U.S. cities that have managed to grow in recent years. SmartAsset compared data from the 494 largest cities to find which U.S. cities are growing the fastest. https://t.co/n4ZRJNmJq8
2022-11-30 00:00:00
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@smartasset Saving for retirement when you’re self employed can often be an uphill battle, and statistics show that too many self employed individuals forgo saving for retirement altogether. But it doesn’t have to be that way. https://t.co/cbCsbqcvxY
2022-11-28 04:00:00
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@smartasset Healthcare is the single largest cost for many retirees. It’s wise to start planning for that part of your budget early, before you hit retirement. https://t.co/FqFoGT9clo
2022-11-27 04:00:01
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@smartasset Finding a financial advisor is an important step to securing your financial future. This can be intimidating, though, if you don’t know exactly how to go about finding the people you might consider trusting with your money. https://t.co/MUxRCDsOBc
2022-11-26 04:00:00
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@smartasset Once you’ve stopped working it’s time to start building plans around how much financial flexibility you have, what your goals are and what kind of risk you can accept now that there’s no new money coming in the door. https://t.co/Dk7faqQTvE
2022-11-25 04:00:01
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@smartasset Protecting your retirement savings from a stock market crash requires you to pay special attention. Keep a close eye on your asset allocation and investment variety, and rebalance when needed. https://t.co/vR55IXxUHc
2022-11-24 04:00:02
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@smartasset After the problems exposed by the COVID-19 pandemic, more Americans and Canadians are weary of nursing homes. Avoiding needing to use one, though, takes a certain amount of planning and money. https://t.co/IUWP7TZi7o
2022-11-23 04:00:03
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@smartasset While Americans are still facing economic challenges, monetary generosity has increased by 9%. A majority of these donations are made by affluent Americans. SmartAsset compared 384 metro areas to determine the places where affluent Americans give the most. https://t.co/GHIgc5UbON
2022-11-22 04:00:01
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@smartasset With many people driving during the holidays, average gas prices will be at their highest seasonal level. To assess where gas costs will most affect individuals going into the holidays, SmartAsset analyzed data from across the U.S.: https://t.co/t2BrSApuWL
2022-11-21 04:00:02
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@smartasset When it comes to meeting young Americans where they are – notably, on various digital feeds where they tend to take in financial advice via video – financial advisors aren’t on the same page. https://t.co/5cXDsHEiS6
2022-11-17 09:34:34
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@smartasset U.S. manufacturing jobs have been declining, so it’s important to highlight the places that have been and continue to be strongholds for manufacturing. SmartAsset analyzed nearly 400 metro areas to determine the best places to work in manufacturing. https://t.co/Juhi4MIKw1
2022-11-16 06:00:01
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@smartasset There are a number of factors that make a city or town a good place for veterans to retire. With so many veterans either in retirement or nearing their golden years, SmartAsset looked into the best cities to live in for military retirees. https://t.co/fbocdlhPaH
2022-11-15 08:27:44
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@smartasset Interest rates have gone up a number of times in 2022 and could continue to increase into 2023. This can impact both national and personal finances, with positive and negative externalities. https://t.co/yhCUQQ1IG5
2022-11-07 06:00:01
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Overview
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28
Reactions
134
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Updated
1 year ago
Contributors
Curious
Charlotte, NC, USA
Level 10
Outspoken
Level 6
Scholar
Expanding Circle
Level 7
Explainer
Bangalore, Karnataka, India
Level 9
Scholar
Brattleboro, VT, USA
Level 7
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