Actively marketing your business is time-consuming and expensive. Plus, you can only grow so quickly through referrals. Wealth Watch Partners has teamed up with a unique lead-gen firm called SmartAsset. The SmartAsset system makes it possible for you to grow faster by directly matching you with qualified prospects in your market, and delivering these leads to you on a weekly basis.
new clients isn't easy
How It Works
SmartAsset has developed a multi-step process to ensure that they match you with high-interest leads. Through online lead capture on financial websites Smart Asset pulls in hundreds of consumers daily who are looking for financial advice and education.
1. Leads Take A Detailed Survey
People interested in being matched with financial advisors are invited to take a detailed 20-25 question survey.
2. The SmartAsset concierge team vets the leads by phone.
Leads who complete the survey are vetted by their in-house concierge team.
3. Leads are matched with a selection of advisors.
Survey participants are matched with one to three financial advisors based on both investor and advisor matching criteria.
4. You get your matches
You will receive an email with the lead’s contact information and survey results.
5. You can start the conversation with your prospective clients
Now that you have your lead’s information, you can get in touch.
What You Can Expect
When You Sign Up
Prospective Clients Worth Meeting
A typical lead is a pre-retiree who is in their late 50s, has substantial investable assets (about $750,000) and does not already have an advisor.
Choice in the Type of Leads You Get
This includes specifying the:
- Range of investable assets
- Geographic area (zip code-based)
- Number of introductions per month
You can pause or cancel your account at any time. Going on vacation? Let your sales team know and they’ll put your account on pause.
SmartAsset is already
producing incredible results
for many of our advisors. Through your associating with Wealth Watch Partners, you can begin using the program at a discounted rate right away. Contact our sales team today to learn more.
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