SmartAsset Reviews

I sought the services of SmartAsset to tap into specific demographics for reaching potential clients, and I must say, it’s been better than expected. We, being advisors with LPL, find their service ties seamlessly to our CRM, allowing us to effectively connect with prospects via phone and email campaigns.

My experience so far with Smart Asset has been quite positive. Initially, the onboarding process was satisfactory, and although their sales process can be pretty aggressive, once I became a client, the service has been smooth.

I discovered SmartAsset about five years ago when searching for financial calculators online. Initially, I thought their tools were convenient for someone exploring financial options. However, my experience with their services hasn't been positive. The leads I receive through SmartAsset tend to be do-it-yourself investors who aren't genuinely seeking professional advice. They either want free assistance or prefer managing their investments independently.

I landed on SmartAsset after considering several options, driven by my interest in meeting new people and expanding my business network. However, my experience has been somewhat mixed. While the platform provides decent opportunities for networking, I find that their customer service is just okay, nothing exceptional.

I reached out to Smart Asset because I was seeking more prospects for my business. So far, our experience has been successful and they've performed better than we initially expected. The quality of service from Smart Asset has met our needs.

SmartAsset is on an approved list of vendors with my broker dealer. Overall, my experience has been relatively straightforward. The quality of service has been as expected, meeting the estimates they originally provided. I've found that they have generally satisfied my needs, although there's room for improvement—specifically in terms of better screening the leads. Some of these people don't understand that they're answering the questions in order to get matched with a local adviser. It works if you give it the time and do the follow-up. The follow-up on the side of the adviser is important.

Brandon already had SmartAsset before I started. I've answered some of the live calls and gotten information, and was able to set up the quick initial call between him and the client. My experience so far has been positive.

A friend had a successful experience with Smart Asset, so I decided to give it a try. My primary concern is the timing of the leads. It feels like they're all concentrated at the beginning of the month, and it makes me wonder if these are real-time leads or possibly delayed by a week or two.

My experience with SmartAsset's services has been a mixed bag. While I managed to secure a few client appointments, the overall yield hasn't met expectations. Over the past three months, I've received approximately 23 referrals. However, some clients explicitly requested not to be contacted, and others reported multiple calls due to their information being shared with multiple advisors.

I used SmartAsset a few years ago and recently, I decided to give them another try. I've managed to secure one new client so far, and the quality of service that I've gotten from everybody at SmartAsset has been good. However, there's an issue with reachability, as it's often difficult to get many of the leads on the phone — about 80% of them are unreachable.

I tried SmartAsset with the aim of purchasing qualified leads for investment management. They've paired us with a few clients from the leads provided, and the conversion rates have aligned well with our expectations. Additionally, SmartAsset's team has demonstrated exceptional service; they are always responsive and readily set up calls to address any questions or confusion we might have. Notably, Vanessa, our primary contact, has consistently been helpful and supportive. While not every lead guarantees a conversation, the opportunities generated have been well worth the investment. SmartAsset's transparency and quality of service resonate well with our needs.

My wife started using SmartAsset seven or eight years ago, and I began in January. Primarily, we sought their services to expand our business, as they offer a prospecting lead source.

We decided to utilize SmartAsset to boost our business growth. We've found its service helpful, though there are a few aspects that could be improved. One advantage is that we receive at least one new client per month, which signifies its potential for generating leads. A slight downside we've noticed is the number of leads being shared with multiple people, which could dilute its effectiveness.

Another colleague of mine used SmartAsset and got involved. My time with SmartAsset has been satisfying because they connect clients with advisors based on credentials and compatibility, allowing input from various professionals. It greatly enhances the client's comfort in choosing an advisor. I've been with SmartAsset since around October of last year, and I appreciate their efficiency in matching me with multiple advisors promptly. One time, the connection was so swift that a client reached out immediately, which was impressive. SmartAsset ensures clients have the necessary choices by pairing them with up to three suitable candidates, aligning with what they're looking for. Overall, I believe SmartAsset does a fantastic job helping clients understand the process and quickly getting them the support they need. I definitely recommend them for anyone considering such services.

SmartAsset was offered at my firm, and I just gave it a try. I also saw some advertisements on television. My experience with SmartAsset has been generally positive, even though it's not perfect. Initially, I saw some success, but after a few months, things slowed down, and now it's a hit-or-miss experience for me. However, it has brought value and has been beneficial at times, despite being on the costly side.

I was cold called with SmartAsset. My experience with their service has been somewhat mixed. While the platform facilitates connections with a variety of individuals, I often find that nearly 75% of my leads are not genuinely serious. However, there is potential in the remaining 25%, which keeps me engaged. I've noticed that the timing of SmartAsset's outreach could improve. Receiving unsolicited calls during weekends, particularly on Saturdays and Sunday mornings, often catches me at inconvenient times. I prefer receiving contact information via email over unexpected phone calls.

I am very impressed with the paycheck calculator tool and express my utmost gratitude for this website. I would appreciate it if a feature were added to calculate double time and time and a half. Apart from this minor suggestion, I find the site to be exceptionally user-friendly and comprehensive.

I found SmartAsset on an industry website and signed up as a way to grow my business. My experience has been pretty good, although not as effective as they advertised. I've certainly managed to secure some business through their services, so that's a positive.

One of the partners at our firm set up the initial relationship and since then, I have played a role in managing the interactions with SmartAsset. My overall experience with their services has been somewhat positive, as I believe the quality of service and support they provide is fairly good. In terms of communication and their support in our engagements, I think they've lived up to expectations reasonably well. However, when I was asked about my recommendation level, I felt a bit more reserved, rating my experience around a 2 out of 5. Thus, while the quality is decent, there are areas for improvement to truly enhance satisfaction.

Some of my colleagues were using Smart Asset, and I decided to give it a try myself. The experience has been great overall. I found their service clear-cut and efficient; they provide you with leads, and you must reach out to convert them into business.

I worked with SmartAsset due to my focus on business growth. Throughout my experience, I found their customer service and processes to be satisfactory, aligning well with what was promised. There was some success, but I do recognize that they, like us, function in a challenging sector, which inevitably possesses its highs and lows. A notable strength of SmartAsset is their quality of customer service, which I would rate highly. However, there are areas I believe could be improved. Specifically, their lead identification process needs refinement. Oftentimes, prospective clients seem unsure about the purpose of the initial questionnaire, leading to confusion when advisors reach out. This lack of clarity affects the usefulness of leads generated. On the cost side, I feel their pricing may be slightly on the higher side. While I am somewhat satisfied, improvements in price competitiveness could make the experience even better.

I run an advisory firm and I started using SmartAsset in 2019. At the time, it worked well. However, my experience recently has not been great especially after a deal SmartAsset seem to have inked a deal with Fisher Investments. Everyone we talk to nowadays, even if we get the lead sent out to us same day and we pick them up as soon as we get them, they tell us SmartAsset sent them for someone from Fisher. Other than that, the process to communicate with SmartAsset is straightforward. They assigned us a representative who is responsive and friendly, always doing her best.

Overall, I find the service of SmartAsset to be satisfactory. While it's not a perfect solution, there are some commendable prospects. The service requires effort to sift through leads to find qualified clients, but amidst those, there are notable opportunities.

I was seeking assistance in prospecting for new customers. In today's mostly online environment, finding quality leads is no small feat. My experience with SmartAsset has been positive. The frequency of prospect referrals is impressive, and the leads they direct me to have typically qualified themselves, meaning they present as good prospects. This certainly adds value to the service they offer.

I had the opportunity to participate in a pilot program with SmartAsset through Edward Jones. It has been beneficial for bringing in new business; the service works well for me in terms of generating leads.

I utilized Smart Asset services primarily for leads, and my experience has been mixed. While they have held up their end of the bargain by providing leads, they are not always qualified. The service has sometimes underperformed and not fully met expectations. As for the working relationship with Smart Asset through our relationship managers, I would describe it as mediocre.

I'm new to our firm and having learned that the guys in the office were using SmartAsset, I was particularly interested in exploring it as a source to generate some leads. My experience with SmartAsset has been mixed. On the technological side, it's impressive — the tech is slick in terms of the automatic emails and keeping track of when to make calls. However, the quality of the leads has been less satisfying than I had hoped. Many leads come from people browsing online at night and might not necessarily be interested. I'm not uber happy, but that could also be part my fault as well.

SmartAsset had a representative that called me. We went through the setting up which was simple enough. I would like the program to work better. But it's working. The depth sales aspect of it is a very good part of the whole service, where they have automated service that goes along with it. That is one of the most valuable aspects of it. The representative that calls me on that has done a good job and helped me to get the program where I needed it. They've done a good job. I'd recommend it if you have the money to do it.

I'm in my seventh year with SmartAsset. I like the service. It's better than doing seminars. I think it's better than a seminar lead price-wise. I work with a couple different people. Vanessa is my marketing rep, and she does an amazing job. I also had another gentleman who's been really instrumental too in helping with a lot of stuff. I'd recommend SmartAsset.

Everything is hit or miss when you do online, but as far as the program is concerned, I'm profitable on it, so SmartAsset has been worthwhile to keep. I've been working with the same guy, Sean, and we built the game plan for my year's package. We're coming up on the sixth month mark next week so we're having a meeting about that. He has been in touch every month, so it has been smooth.