Ready to take a look at how SmartAdvisor + DeftSales can supercharge your lead management?
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 9.5 million* consumers each month with financial content and tools
*As of December 2023
Our Investors: By the Numbers*
$890K
in average investable assets
do not currently have advisors
66%
are retired or near retirement
82%
*As of December 2023
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*
Schedule a Demo
Schedule a Demo
Ready to turn leads into clients?
Join today and start nurturing
new leads like a pro
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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.
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.
