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SmartAsset, a market connecting shoppers to monetary advisors, has launched a advertising platform to assist monetary advisors appeal to shoppers and retain current ones.
The SmartAsset Advisor Advertising and marketing Platform seeks to redefine prospecting by way of a complete consumer engagement platform that gives monetary advisors with a hard and fast vary of referrals over a six- or 12-month subscription, accessible in three plan ranges.
“SmartAsset AMP is a real advertising platform, offering the referrals and instruments to make it simpler than ever for advisors to scale their enterprise,” mentioned Michael Carvin, SmartAsset founder and CEO.
“As a corporation targeted on advisor progress, SmartAsset is proud to attach monetary advisors with high-intent shoppers and assist them purchase extra shoppers by way of our automated advertising suite. We generate the referrals after which present the outreach and advertising instruments to make sure advisors can convert referrals into shoppers and deal with serving to shoppers obtain their monetary objectives.”
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