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Text Content

SIGN UP BY DECEMBER 31 TO GET DEFTSALES FREE FOR THE NEXT YEAR!


HOW SMARTADVISOR AND DEFTSALES WORK TOGETHER





INVESTORS COMPLETE A DETAILED SURVEY


INVESTORS WHO ARE IN-MARKET FOR FINANCIAL ADVICE ARE INVITED TO TAKE A 30+
QUESTION SURVEY ABOUT THEIR INVESTMENT GOALS AND FINANCIAL PLANNING PREFERENCES.




LEADS ARE REVIEWED


SMARTADVISOR HAS AN IN-HOUSE CONCIERGE TEAM DEDICATED TO VALIDATING LEADS.




ADVISORS ARE ABLE TO SET TARGET ASSET LEVEL AND GEOGRAPHIC RANGES FOR THEIR
LEADS. ONCE A MATCH IS AVAILABLE, YOU WILL RECEIVE EACH LEAD VIA PHONE OR
DIRECTLY TO YOUR INBOX.


GET MATCHED TO LEADS







SMARTASSET REACHES OVER 65 MILLION* CONSUMERS EACH MONTH WITH FINANCIAL CONTENT
AND TOOLS








*AS OF OCTOBER 2022


OUR INVESTORS: BY THE NUMBERS*


$831K


IN AVERAGE INVESTABLE ASSETS


DO NOT CURRENTLY HAVE ADVISORS


81%


ARE RETIRED OR NEAR RETIREMENT


53%


*AS OF DECEMBER 2022




1 ADVISORS WHO SIGN-UP BY DECEMBER 31, 2023 WILL GET ACCESS TO THE DEFTSALES
PLATFORM FREE UNTIL DECEMBER 31, 2024.  FREE ACCESS TO DEFTSALES IS ONLY
ELIGIBLE FOR ACTIVE SMARTASSET CLIENTS.  $3,444 ASSUMES TWO USERS ON A SHARED
PROFILE FOR DEFTSALES.

SMARTASSET ADVISORS, LLC ("SMARTASSET"), A WHOLLY OWNED SUBSIDIARY OF FINANCIAL
INSIGHT TECHNOLOGY, IS REGISTERED WITH THE U.S. SECURITIES AND EXCHANGE
COMMISSION AS AN INVESTMENT ADVISER. SMARTASSET’S SERVICES ARE LIMITED TO
REFERRING USERS TO THIRD PARTY ADVISERS REGISTERED OR CHARTERED AS FIDUCIARIES
("ADVISER(S)") WITH A REGULATORY BODY IN THE UNITED STATES THAT HAVE ELECTED TO
PARTICIPATE IN OUR MATCHING PLATFORM BASED ON INFORMATION GATHERED FROM USERS
THROUGH OUR ONLINE QUESTIONNAIRE. SMARTASSET DOES NOT REVIEW THE ONGOING
PERFORMANCE OF ANY ADVISER, PARTICIPATE IN THE MANAGEMENT OF ANY USER’S ACCOUNT
BY AN ADVISER OR PROVIDE ADVICE REGARDING SPECIFIC INVESTMENTS.


WE DO NOT MANAGE CLIENT FUNDS OR HOLD CUSTODY OF ASSETS, WE HELP USERS CONNECT
WITH RELEVANT FINANCIAL ADVISORS.


HOW SMARTADVISOR WORKS


OUR INVESTORS:
BY THE NUMBERS*



Comments




SCHEDULE A DEMO


SCHEDULE A DEMO


READY TO TURN LEADS INTO CLIENTS?
JOIN TODAY AND START NURTURING NEW LEADS LIKE A PRO

Get Started



1.


2.


3.


4.


BUILD RELATIONSHIPS AND CONVERT PROSPECTS



USE DEFTSALES TO CALL, EMAIL, AND TEXT PROSPECTS WITH CUSTOMIZABLE, COMPLIANT
COMMUNICATIONS TO NURTURE AND CONVERT LEADS. YOU’LL ALSO BE ASSIGNED AN ACCOUNT
MANAGER WHO WILL BE YOUR PRIMARY CONTACT FOR EVERYTHING, INCLUDING DEFTSALES.  
   




WELCOME TO THE NEXT GENERATION OF SMARTADVISOR




THE NATION’S #1 MARKETPLACE FOR INTRODUCING ADVISORS TO HIGH-INTENT CONSUMERS
NOW HELPS YOU CONVERT PROSPECTS TO CLIENTS THROUGH INSTANT AND COMPLIANT
AUTOMATED OUTREACH WITH DEFTSALES.


SIGN UP BY DECEMBER 31ST AND GET DEFTSALES FREE FOR THE NEXT YEAR.1

Learn More










HEAR WHAT ADVISORS ARE SAYING ABOUT DEFTSALES


"DEFTSALES HAS BEEN A COMPLETE GAME CHANGER. SIMPLY PUT, I’VE CLOSED MORE
BUSINESS WITH LESS WORK. THE FASTCALL FEATURE AND AUTOMATED NURTURING ARE
PRICELESS. I HAVE FOUND THAT PROSPECTS FREQUENTLY WILL REACH OUT WEEKS OR MONTHS
AFTER INITIALLY BEING MATCHED."

 - Lawrence Manley,
   Financial Advisor




"DEFTSALES HAS BEEN A COMPLETE GAME CHANGER. SIMPLY PUT, I’VE CLOSED MORE
BUSINESS WITH LESS WORK. THE FASTCALL FEATURE AND AUTOMATED NURTURING ARE
PRICELESS. I HAVE FOUND THAT PROSPECTS FREQUENTLY WILL REACH OUT WEEKS OR MONTHS
AFTER INITIALLY BEING MATCHED."

 - Lawrence Manley, Financial Advisor


THE ADVISORS FEATURED ARE ACTUAL DEFTSALES CLIENTS. THEY HAVE NOT BEEN PAID FOR
THEIR INSIGHTS.





WHAT IS DEFTSALES AND HOW DOES IT WORK?


BE FAST AND FORGET IT


CONTACT A NEW LEAD IN SECONDS WITH FASTCALL TECHNOLOGY, EVEN WHEN YOU'RE HELPING
ANOTHER CLIENT. BE THE FIRST TO RESPOND.


DEFTSALES, DESIGNED SPECIFICALLY FOR FINANCIAL ADVISORS, IS A FAST RESPONSE LEAD
NURTURING AND DEVELOPMENT PLATFORM AND IS NOW PART OF SMARTASSET. IT PROVIDES
ADVISORS WITH COMPLIANT TOOLS TO SEAMLESSLY CONNECT WITH PROSPECTS AND MONITOR
THEIR LEAD NURTURING.


AUTOMATED FOLLOW-UP


SEND AUTOMATED, CUSTOMIZED, COMPLIANT EMAILS AND TEXT MESSAGES THAT ARE DESIGNED
TO HELP BUILD TRUST AND CONVERT PROSPECTS.




EVALUATE AND ADJUST


EMAIL, CAMPAIGN, AND USER-LEVEL REPORTING DESIGNED TO HELP YOU REFINE YOUR
INDIVIDUAL FOLLOW-UP PROCESS.





SKIP CRM DATA ENTRY


DEFTSALES AUTOMATICALLY POPULATES PROSPECT INFORMATION INTO YOUR CRM. SPEND YOUR
TIME ADVISING CLIENTS.