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Prospecting for

new clients isn't easy

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.


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
Account Flexibility

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.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Wealth Watch Partners 2020—All rights reserved.

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Continue to Wealth Watch Advisors here.

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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