SmartAsset Reviews

We got a lot of leads. Working in the 250-to-million-dollar lead generation realm, you're probably looking at a conversion rate of 15% on clients. You have to know that going into it. That probably could be 30 or 40 if I paid attention to it. One area I see room for improvement is in data analysis regarding lead contact. There was a time when family emergencies and external events prevented me from contacting leads adequately, and I felt a better data tracking system could have provided valuable insights and flagged such issues. Bailey and I had a constructive discussion about this, and the situation has improved recently. I contemplated discontinuing the service earlier this year, but after a valuable conversation, I decided to persist.

Overall, I find SmartAsset's service to be solid, though insight into area-specific leads could use improvement. In dealing primarily from Mesa, Arizona, leads often came from places like Prescott or Tucson, which prospective clients felt were distant. More locally-relevant leads—specifically in the Phoenix area—would better align with the expectations of potential clients desiring nearby financial advisors. On the positive side, my SmartAsset liaison, Anthony, remains a commendable resource, displaying responsiveness and flexibility during our meetings and through any modes of correspondence.

While I appreciate the targeted approach we've developed—Anthony even tailored lead sources to focus on higher-net-worth but fewer in number by request—it's clear any perceived shortfall often ties back to my own allocation of time and client outreach action plans. Each fruitful outcome reminds me of the platform's potential, yet I acknowledge the critical nature of my personal input. Whatever I capture in overall satisfaction stems largely from purposeful coordination and giving appropriate time across platforms, turning high-net leads into potentially transformative deals for my practice.

Working with SmartAsset was straightforward and organized. They set up a system for managing leads which helped streamline the process. Leads can be quite hit-or-miss, but overall, I haven't been dissatisfied. But I have decided not to renew when my current subscription ends because my son found a new job, and I feel confident in sustaining my business through referrals as I’ve been in the industry for 30 years now. If a colleague were to consider SmartAsset, my advice would be that the effort you put into engaging with the leads will largely determine your success. Their system delivers a substantial amount of leads, more than I initially expected, though the conversion rate varies.

I believe SmartAsset is on the verge of being revolutionary in lead service. They need to make a few enhancements to their system. For instance, there should be an option to set a call-back option, not just an appointment. Sometimes when I call someone, situations arise that prevent an appointment, and it would be helpful if I could schedule a future call-back directly in their system. Having this feature would ensure I do not miss vital follow-ups. Moreover, adding a feature that integrates my current client base into the lead system could take their service to the next level. It would make SmartAsset more integral to the overall business model by becoming the go-to lead system for everything. I've had numerous discussions with SmartAsset about these potential features, and I'm hopeful they'll implement them soon.

I'd tell friends and family members who are looking for information with regard to their particular finances and questions that they may have, whether it be about investing or taxes or state planning, that SmartAsset's articles are very good. And then if they have further questions, they lead you to a financial advisor in their area. They give you 3 choices so you have the ability to really take a look and see who best fits your particular needs or character. What I’ve really liked best of all is they didn't oversell this. What they told us what we were going to get is exactly what we get and the results are much on target.

The investment is a bit higher than anticipated, coming in at $2000 a month. I'm cautiously optimistic that time will reveal if this cost is justified in terms of business growth and quality of leads. As for customer service, there hasn't been much cause for frequent contact. However, when needed, the support has been prompt and sufficient.

In summary, while SmartAsset provides leads that mostly fit our criteria, and the customer service seems reliable, I'm cautious about the overall value we're getting at the current cost.

Customer service touches base with us quarterly, and they are pretty accessible between those times if needed. The quality of service has been satisfactory; however, I feel there's room for improvement in how effectively SmartAsset meets our needs. I would rate my overall experience as a 3 out of 5 due to the current benefits and the areas for improvement.

The pricing for their services is reasonable, but again, on a scale of 1-5, I would place it at around a 3. Similarly, the quality of leads reflects this rating. It's been helpful, but I believe it could be more optimized. Despite these areas for potential growth, the experience has been quite positive.

Working with SmartAsset, the initial onboarding was very smooth. The team was communicative, informative, and responded in a timely manner. Although I've experienced some sluggish ongoing communication with my account manager, I've nonetheless received the support I need.

The quality of service from SmartAsset has been impressive. Although this is my first venture into marketing and lead generation, a few colleagues who have joined me, one with more experience in lead generation, have praised their platform. The email campaign, in particular, is expertly crafted, allowing me to take a hands-off approach with the DRIP campaign running smoothly.

My only mild complaint is about the price—they are not cheap; however, you do get what you pay for. The value provided feels worth it. I wouldn’t hesitate to give them a high rating overall.