SmartAssetReviews of smartasset.com

I've been using Smart Asset for seven years, with no stops in service. While there are times when the well runs dry for a few months, if you build a system and stick to it, it always turns fruitful again. My goal is to at least produce enough new business each year to cover my spend, knowing that the recurring revenue will build and build over time, and it has. I have been break even or better all seven years, with the recurring revenue continuing to grow each year. It's not perfect, but if you are patient and consistent, you WILL build your practice through Smart Asset. My account manager this past couple of years, Anthony, checks in with me regularly to see how things are going.

SmartAsset has been an effective tool for growing our business and their support systems are top shelf. I'm quite pleased with the relationship.

Smart Asset has to be viewed as more than a lead company. Their lead origination service when coupled with their Deft Sales / OAT system and "live transfer" program gives the advisor not only a pre-qualified lead service but also a call automation system, detailed marketing CRM, and an email drip system all in one integrated approach. Ultimately this is a numbers game - more calls = more contacts = more clients. Lastly, there is no way that I can compete with billion dollar firms in web advertising and SEO placement - Smart Asset allows me to connect with 'in-market' actively looking resources for a fraction of the cost that I'd have to spend if I tried to create the websites and magnet tools on my own. I've tried building my own social media ads, creating funnel campaigns, automating LinkedIn, using custom marketing firms, and the only thing I've found that works consistently at the spend level I can dedicate is Smart Asset. They run a solid program with high touch customer service and sales consulting support. For the small to mid-size firm, you'll be hard pressed to find a better ROI than the Smart Asset program.

I have been a happy SmartAsset user for 2 1/2 years. I've onboarded several wonderful clients via their lead program. Like any other marketing approach, you have to work it, but if you do, it works! They offer several value add services that will help increase the probability of landing new clients.

Every dollar spent, I received five in return year 1.

This works very well for those who nurture the leads. Between 12/2021 and 02/2026, I’ve made over 6 times my money with Smart Asset. My lifetime ad spend is $38,497.00 and total commissions and fees earned from Smart Asset Clients comes to $235,897.72 as of Feb 23rd. That’s a 512% return on investment. My monthly Trailing Commissions and Advisory Fees from Smart Asset Clients is $1,134.63. Because I’m spending $950.00 per month under my contract, my leads are paying for themselves plus a little extra. Here's the catch: You have to take your time, and have a system to find qualified prospects and stay in touch with them. People are making very important decisions, so be patient!

Our account manager is always helpful. The content is highly customizable and we really enjoy using this platform.

SmartAsset has been a productive tool for us to meet prospective clients for over five years now.