
We've built a proven strategy to close more SmartAsset leads
Over the last three years we've helped sophisticated RIAs process more than 10,000 SmartAsset leads and bring in millions in net new assets. If your firm is looking to maximize ROI and engage SmartAsset leads the right way, we can help.
A proven process
When it comes to engaging SmartAsset leads, you can re-invent the wheel or use a proven process. We've learned what works, what doesn't, and how firms like yours can maximize ROI when buying leads from SmartAsset.

The infrastructure of organic growth
Our process is driven by deep data and analytics, and we build organic growth dashboards that drive engagement and accountability across your organization. This platform allows us (and you) to track progress and identify needed changes to a campaign before they become a problem.

Creative and technical support to bring it all to life
Your prospects have many advisors to choose from. How will you stand out? In addition to a proven process and platform, we provide the creative and technical support to differentiate your firm within a crowded marketplace. We help you make every message count, and help you provide more value to prospects at each step of your sales process.

Important Disclaimers
This case study is based on a synthetic data model developed to demonstrate potential outcomes of the SmartAsset program. The information provided is derived from average close ratios, deal sizes, and time-to-close metrics collected over several years of industry experience. To ensure complete anonymity and data privacy, no client data has been utilized or included in this dataset. The model was constructed using Mockaroo, employing specific formulas to simulate data which was then integrated into our HubSpot Demo Environment and visualized through a demo Databoard on Databox within our agency account. This databoard serves as a visual representation of the data model and is designed to reflect our comprehensive understanding and application of the industry metrics.
It is important to understand that while the data reflects our experience and provides a generalized representation of what could be achieved by following our processes, it remains illustrative and should be interpreted as a demonstration of potential rather than exact predictions. The methodologies and assumptions used are based on a blend of historical data and industry standards, and while they are designed to provide a realistic outlook, they do not guarantee specific results. This disclaimer aims to clarify the nature of the data and the purpose of its use within this case study.


Ready to bring on $25 million in new assets using SmartAsset?
We wrote a case study showing the process and investment needed to generate your first $25 million in net new assets from SmartAsset leads. This case study is designed for RIA leaders who are considering using SmartAsset to drive organic growth.