SmartAsset Bewertungen 27

Jeff Peirish has been great to work with.

The sales platform is great.

I should be adding decent AUM if the trajectory continues.

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There's so much opportunity in the follow-up. If you are dedicated and follow a systematic approach, SmartAsset has increased lead quality and ease of use over the years to allow me to grow my business at scale. You have to put in the work, and when you do, the ROI is well worth it.

I have had a wonderful experience with SmartAsset! I have been using SmartAsset since 2020 and, as a working mom, it is the one of the most efficient ways to meet new clients. I have brought on so many wonderful clients as well as referrals from those clients. I highly recommend SmartAsset for anyone who is willing to create an efficient and consistent process.

I've been using Smart Asset for seven years, with no stops in service. While there are times when the well runs dry for a few months, if you build a system and stick to it, it always turns fruitful again. My goal is to at least produce enough new business each year to cover my spend, knowing that the recurring revenue will build and build over time, and it has. I have been break even or better all seven years, with the recurring revenue continuing to grow each year. It's not perfect, but if you are patient and consistent, you WILL build your practice through Smart Asset. My account manager this past couple of years, Anthony, checks in with me regularly to see how things are going.

I've been with Smart Asset for over three years, and I've had a positive experience adding new clients to my business. It is a leads source, and not every lead wants to be contacted, so you have to put in some work to find those that would like help. There are times when bad phone numbers are given, so you'll have to submit a request to have those invalidated, but my Account Manager, Sean, has been fantastic with any issues encountered.

SmartAsset has been an effective tool for growing our business and their support systems are top shelf. I'm quite pleased with the relationship.

Smart Asset has to be viewed as more than a lead company. Their lead origination service when coupled with their Deft Sales / OAT system and "live transfer" program gives the advisor not only a pre-qualified lead service but also a call automation system, detailed marketing CRM, and an email drip system all in one integrated approach. Ultimately this is a numbers game - more calls = more contacts = more clients. Lastly, there is no way that I can compete with billion dollar firms in web advertising and SEO placement - Smart Asset allows me to connect with 'in-market' actively looking resources for a fraction of the cost that I'd have to spend if I tried to create the websites and magnet tools on my own. I've tried building my own social media ads, creating funnel campaigns, automating LinkedIn, using custom marketing firms, and the only thing I've found that works consistently at the spend level I can dedicate is Smart Asset. They run a solid program with high touch customer service and sales consulting support. For the small to mid-size firm, you'll be hard pressed to find a better ROI than the Smart Asset program.

I have been a happy SmartAsset user for 2 1/2 years. I've onboarded several wonderful clients via their lead program. Like any other marketing approach, you have to work it, but if you do, it works! They offer several value add services that will help increase the probability of landing new clients.

Every dollar spent, I received five in return year 1.

This works very well for those who nurture the leads. Between 12/2021 and 02/2026, I’ve made over 6 times my money with Smart Asset. My lifetime ad spend is $38,497.00 and total commissions and fees earned from Smart Asset Clients comes to $235,897.72 as of Feb 23rd. That’s a 512% return on investment.

My monthly Trailing Commissions and Advisory Fees from Smart Asset Clients is $1,134.63. Because I’m spending $950.00 per month under my contract, my leads are paying for themselves plus a little extra.

Here's the catch: You have to take your time, and have a system to find qualified prospects and stay in touch with them. People are making very important decisions, so be patient!

Our account manager is always helpful. The content is highly customizable and we really enjoy using this platform.

SmartAsset has been a productive tool for us to meet prospective clients for over five years now.

I am an independent advisor and CFP in Tampa and I love this program. I started it November 2025 and today I have closed 4 clients around 1.3 million AUM getting back my annual subscription fee back plus 2x more so I am in green with 9 months still left. I will say this, you have to go through a lot of leads to find one. Their data on conversion rates are accurate. But if you put the work in, this definitely works.

It's refreshing when a company does what they say they are going to do! Using Smart Asset, we have connected with a long list of individuals and families that needed retirement planning and investment management expertise. I would recommend the platform to any advisor trying to grow their book of business!

Gives totally untrustworthy advice. Do not give them your personal info. because they will hound you relentlessly if you do. I think they partner with Fisher Investments, which is the worst investment management firm ever.

SmartAsset is by far the best, most consistent resource for high quality leads and client acquisition. It outperforms by far other marketing efforts we’ve tried. We’ve built over 70% of our business using the SA program. For every $1 we spend we make $2.25 - net the cost of the program.

Smart Asset is a great service for us as an advisory firm. They provide access to quality leads at reasonable pricing which allows us to expand our book of business with ease. I would recommend them over their market competition as their lead quality, support and communication are superior.

Very unhappy with the service we have received from Smart Asset. We requested that our targeting area be limited to two cities in Southeastern Nevada in July, yet we still received leads (more than 50%) from Northern Nevada and parts of Northern Utah, way outside of our service area. They provide little to no help when there are technical issues. To top it all off, the quality of the leads is just terrible.

Just another clickbait link to steal your information on a advisement on the internet. Anything that wants you to provide survey answer is sus.