SmartAssetReviews of smartasset.com

Great program and Sean our relationship manger is great.

Honest vendor, gives you what they tell you. I've been in the financial advisor marketing world for 10 years and SmartAsset has been the best lead vendor I've seen. Only reason it won't work is because you don't.

Jeremy pearce

I want to be clear up front: my account manager is outstanding. She is super-efficient, responsive (usually within minutes), proactive, and a genuine asset to my experience with SmartAsset. Nothing below reflects on her in any way — my feedback is entirely about the lead system itself, and I'd ask that it be routed to product and operations leadership rather than her queue. My concern is lead verification. The leads I receive are quite often extremely questionable as genuine, reachable prospects, for numerous recurring reasons: invalid or disconnected contact information, prospects who never recall inquiring and are not receptive to contact, duplicate submissions, and on occasion contacts who are already working with another advisor — suggesting they aren't screened against existing relationships. The verification and qualification layer is where the system falls short, and it directly affects the value of the allocation I pay for. I would trust this gets fixed. I'd be glad to share specific examples if that would help engineering or operations investigate.

The deft sales system keeps you following up on the calls your supposed to being doing to set appointments. I would recommend a drop-down box for a call back date. The prospect will say call me back this date and it would be nice to have that fall into the task section that date.

Nice i my favarite

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