SmartAsset’s SmartAdvisor platform offers customized investor prospecting solutions with built-in compliance processes that satisfy regulatory requirements
SmartAsset, an online destination for financial information and a national marketplace connecting consumers to financial advisors, announced that Concourse Financial Group Securities has selected SmartAsset’s SmartAdvisor platform as its first outside lead generation service available to its network of 500+ financial professionals.
Concourse Financial Group Securities (@concoursefin) selects SmartAsset’s (@smartasset) SmartAdvisor platform as its first outside lead generation service available to its network of 500+ financial professionals.
“Concourse Securities selected SmartAsset because its robust technology and prospecting solutions aligns well with our value proposition,” says Libet Anderson, President, Investment Solutions, Concourse Financial Group Securities. “This new service offering is a huge benefit to our hundreds of financial professionals and will help take their practice to the next level.”
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“Not only is our SmartAdvisor platform a key driver of AUM growth, SmartAsset is a trusted partner that provides a compliant solution for connecting advisors to consumers across the U.S.,” says Dave Frisone, Chief Revenue Officer, SmartAsset. “We welcome Concourse Securities to our growing family of advisor partners who are looking to capitalize on the increased consumer interest in financial advice, planning and wealth management services that they offer.”
Building on SmartAsset’s relationship with millions of investors, SmartAdvisor connects financial advisors directly with prospects to help them make better financial decisions. The amount of new, closed assets under management (AUM) for advisors on SmartAdvisor increased from $5 billion in 2019 to $10 billion in 2020 and $20 billion in 2021. SmartAsset’s goal is to refer $100 billion in new, closed AUM to advisors by 2024.
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The average SmartAdvisor investor is about 57 years old, has investable assets of $890,000 and 76% reported that they do not currently have an advisor. Approximately 70% are retired or less than 10 years away from retirement. Given the vast size of SmartAsset’s audience, the SmartAdvisor platform and Live Connections service are meaningfully changing how financial advisors, RIAs and IARs approach marketing, business development and lead generation in the digital age.
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