Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Service
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......