Sign
up by December 31 to get DeftSales free for the next year!
Getting
set up with DeftSales is
simple
Set
it up
We
will sync the DeftSales platform to your phone, email, and CRM in less than 2 minutes. When the next
lead comes in, our FastCall technology calls the prospect in seconds - even if you are away from
your desk.
Personalize
your texts and emails
Start
by letting us craft a totally custom initial outreach email. Then, customize one of our pre-built
campaigns with your name, logo, and social media icons to add a personal touch. Over time, further
customize messages to make them even stronger.
Delegate
the busywork to DeftSales. While you focus on advising your clients, DeftSales automates CRM data
entry, schedules follow-up calls for you, and collects analytics - all to help you book more
meetings.
Let
DeftSales handle
the details
Does
this sound like you?
Wishing
you had a better way to manage the follow-up on your leads?
Looking
for more engaging, customized messaging for your emails and texts?
Wanting
to respond instantly to clients in a personal way?
Busy
managing your current clients?
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
Schedule
a Demo
Schedule
a Demo
Ready
to turn leads into clients? Join DeftSales
today and start nurturing your leads like a pro
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.
Introducing
DeftSales
- SmartAdvisor’s
new tool for instant & automated prospect outreach
With
DeftSales, designed specifically for Financial Advisors, you can automate compliant phone, text and
email outreach - making it easier than ever to convert SmartAdvisor prospects into clients.
Sign up by December 31st and get DeftSales
free for the next year.1
"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.
Schedule
a call below to learn more about SmartAsset + DeftSales today