[vc_row full_width=”stretch_row_content” equal_height=”yes” bg_image_position=”left_center” add_layers=”1″ extra_layer_bg=”#f4f5f7″ css=”.vc_custom_1566319319473{padding-top: 0px !important;}” extra_layer_width=”58.33″][vc_column][cws_sc_spacing height=”31″ responsive_es=”true” height_size_sm_desctop=”1″ height_tablet=”1″ height_mobile=”100″][vc_row_inner][vc_column_inner width=”7/12″ css=”.vc_custom_1549984800510{padding-left: 80px !important;}”][vc_single_image image=”4498″ img_size=”2000×2000″ css=”.vc_custom_1549918275374{margin-left: 100px !important;}”][/vc_column_inner][vc_column_inner width=”5/12″ css=”.vc_custom_1566319326611{padding-right: 40px !important;padding-left: 40px !important;}”][cws_sc_text add_divider=”1″ custom_divider_color=”#16528a” subtitle=”Prospecting for” title=”new clients isn’t easy”][/cws_sc_text][vc_column_text]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.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row full_width=”stretch_row” disable_element=”yes” bg_image_position=”left_center” add_layers=”1″ extra_layer_pos=”right” extra_layer_bg=”#f4f5f7″ css=”.vc_custom_1549648346163{padding-top: 0px !important;}” extra_layer_width=”58.33″][vc_column][cws_sc_spacing height=”1″ responsive_es=”true” height_size_sm_desctop=”1″ height_tablet=”1″ height_mobile=”50″][vc_row_inner equal_height=”yes”][vc_column_inner width=”7/12″ mobile_paddings=”40px 0px 0px 0px” css=”.vc_custom_1531833925347{padding-right: 100px !important;}”][/vc_column_inner][vc_column_inner width=”5/12″][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row full_width=”stretch_row_content_no_spaces” css=”.vc_custom_1549648491222{padding-top: 7px !important;}”][vc_column][cws_sc_divider customize_colors=”1″ custom_color=”#c69635″][/vc_column][/vc_row][vc_row][vc_column][cws_sc_text title_alignment=”center” subtitle=”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.[/cws_sc_text][vc_row_inner][vc_column_inner width=”1/2″][cws_sc_services icon_lib=”cws_flaticons” icon_cws_flaticons=”flaticon-graphic-1″ alignment=”center” text_spacings=”40px” title_spacing=”0px 0px 40px 0px” customize_size_title=”1″ size_t=”25px” customize_colors=”1″ icon_color=”#c69635″ custom_font_color=”#424359″ el_class=”annuity-boxes” title=”1. Leads Take A Detailed Survey” custom_styles=”.vc_custom_1584130630439{padding-top: 40px !important;padding-right: 30px !important;padding-bottom: 72px !important;padding-left: 30px !important;background-color: rgba(255,255,255,0.96) !important;*background-color: rgb(255,255,255) !important;}”]People interested in being matched with financial advisors are invited to take a detailed 20-25 question survey.[/cws_sc_services][/vc_column_inner][vc_column_inner width=”1/2″][cws_sc_services icon_lib=”cws_flaticons” icon_cws_flaticons=”flaticon-technology-4″ alignment=”center” text_spacings=”40px” title_spacing=”0px 0px 40px 0px” customize_size_title=”1″ size_t=”25px” customize_colors=”1″ icon_color=”#c69635″ custom_font_color=”#424359″ el_class=”annuity-boxes” title=”2. The SmartAsset concierge team vets the leads by phone.” custom_styles=”.vc_custom_1584130638806{padding-top: 40px !important;padding-right: 30px !important;padding-bottom: 40px !important;padding-left: 30px !important;background-color: rgba(255,255,255,0.96) !important;*background-color: rgb(255,255,255) !important;}”]Leads who complete the survey are vetted by their in-house concierge team.[/cws_sc_services][/vc_column_inner][/vc_row_inner][cws_sc_spacing height=”32px”][vc_row_inner][vc_column_inner width=”1/2″][cws_sc_services icon_lib=”cws_flaticons” icon_cws_flaticons=”flaticon-business” alignment=”center” animate_divider=”1″ text_spacings=”40px” title_spacing=”0px 0px 40px 0px” customize_size_title=”1″ size_t=”25px” customize_colors=”1″ icon_color=”#c69635″ custom_font_color=”#424359″ el_class=”annuity-boxes” title=”3. Leads are matched with a selection of advisors.” custom_styles=”.vc_custom_1584130649791{padding-top: 40px !important;padding-right: 30px !important;padding-bottom: 40px !important;padding-left: 30px !important;background-color: rgba(255,255,255,0.96) !important;*background-color: rgb(255,255,255) !important;}”]Survey participants are matched with one to three financial advisors based on both investor and advisor matching criteria.[/cws_sc_services][/vc_column_inner][vc_column_inner width=”1/2″][cws_sc_services icon_lib=”cws_flaticons” icon_cws_flaticons=”flaticon-medal” alignment=”center” text_spacings=”40px” title_spacing=”0px 0px 40px 0px” customize_size_title=”1″ size_t=”25px” customize_colors=”1″ icon_color=”#c69635″ custom_font_color=”#424359″ el_class=”annuity-boxes” title=”4. You get your matches” custom_styles=”.vc_custom_1584130661519{padding-top: 40px !important;padding-right: 30px !important;padding-bottom: 105px !important;padding-left: 30px !important;background-color: rgba(255,255,255,0.96) !important;*background-color: rgb(255,255,255) !important;}”]You will receive an email with the lead’s contact information and survey results.[/cws_sc_services][/vc_column_inner][/vc_row_inner][cws_sc_spacing height=”32px”][vc_row_inner][vc_column_inner][cws_sc_services icon_lib=”cws_flaticons” icon_cws_flaticons=”flaticon-people” alignment=”center” animate_divider=”1″ text_spacings=”40px” title_spacing=”0px 0px 40px 0px” customize_size_title=”1″ size_t=”25px” customize_colors=”1″ icon_color=”#c69635″ custom_font_color=”#424359″ el_class=”annuity-boxes” title=”5. You can start the conversation with your prospective clients” custom_styles=”.vc_custom_1584130671246{padding-top: 40px !important;padding-right: 40px !important;padding-bottom: 40px !important;padding-left: 40px !important;background-color: rgba(255,255,255,0.96) !important;*background-color: rgb(255,255,255) !important;}”]Now that you have your lead’s information, you can get in touch.[/cws_sc_services][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row][vc_column][cws_sc_spacing height=”32px”][/vc_column][/vc_row][vc_row full_width=”stretch_row_content_no_spaces” equal_height=”yes”][vc_column width=”1/2″ bg_cws_repeat=”no-repeat” bg_cws_size=”cover” bg_image_position=”center_bottom” place_ahead=”1″ cws_mobile_paddings=”300px 0px 0px 0px” css=”.vc_custom_1545079824539{background-color: #0f3d75 !important;}”][vc_empty_space][cws_sc_text add_divider=”1″ custom_font_color=”#ffffff” custom_subtitle_color=”#ffffff” custom_divider_color=”#ffffff” subtitle=”What You Can Expect” title=”When You Sign Up” custom_styles=”.vc_custom_1549041609310{padding-right: 30px !important;padding-left: 70px !important;}”][/cws_sc_text][vc_empty_space height=”5px”][cws_sc_text custom_font_color=”#ffffff” custom_styles=”.vc_custom_1549041625698{padding-right: 40px !important;padding-left: 70px !important;}”]
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.[/cws_sc_text][vc_empty_space][/vc_column][vc_column width=”1/2″ bg_cws_size=”cover” bg_image_position=”left_center” cws_mobile_paddings=”40px 0px 0px 0px” css=”.vc_custom_1549648214345{padding-top: 1px !important;background-image: url(https://wealthwatchpartners.com/wp-content/uploads/2019/02/smiling-middle-aged-couple-1.jpg?id=4500) !important;}”][vc_empty_space height=”600px”][/vc_column][/vc_row][vc_row full_width=”stretch_row” equal_height=”yes” bg_image_position=”left_center” add_layers=”1″ extra_layer_bg=”#f4f5f7″ css=”.vc_custom_1549041909150{padding-top: 0px !important;}” extra_layer_width=”58.33″][vc_column][cws_sc_spacing height=”60″ responsive_es=”true” height_size_sm_desctop=”1″ height_tablet=”1″ height_mobile=”100″][vc_row_inner][vc_column_inner width=”7/12″][vc_single_image image=”4564″ img_size=”858×680″ alignment=”center” css=”.vc_custom_1549656255506{padding-top: 40px !important;}”][/vc_column_inner][vc_column_inner width=”5/12″ css=”.vc_custom_1549648595922{padding-left: 40px !important;}”][cws_sc_text add_divider=”1″ custom_divider_color=”#16528a” subtitle=”SmartAsset is already” title=”producing incredible results”][/cws_sc_text][cws_sc_text]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.[/cws_sc_text][cws_sc_button new_tab=”1″ btn_type=”advanced” font_color=”#ffffff” font_color_hover=”#ffffff” background_color=”#c7922b” title=”Contact Our Sales Team” url=”https://wealthwatchpartners.com/contact-our-sales-team/”][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row][vc_column][cws_sc_spacing height=”32px”][vc_column_text]
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.
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