SmartAsset Reviews

SmartAsset is a lead generation platform that is reliable. The service has worked all right. They’ve provided the lead amounts that they promised and they’ve delivered on expectations that they’ve set upfront. Lead generation’s never perfect but it’s delivered above average leads.

SmartAsset has given me some leads and I have connected with a couple of people. I haven’t gotten any business from it yet but I have had folks respond and follow up with questions. So, it’s more than not getting anything at all.

I’ve been using SmartAsset for a year now and the quality of the service has been excellent. Signing up was very easy with a credit card and using DocuSign.

We were with SmartAsset for two years but we’ve terminated our agreement. The price was fine but the service didn’t really work. I learned that you get what you pay for. So we were really better off paying more money for a better service.

We’ve been using SmartAsset for three months. So far, we’re not surprised by the results. On a scale of 1 to 10, it’s a 5 or 6. We would like better quality leads but it’s a hit and miss situation. For the most part, we’re getting people that generally fit the profile that we had added up for. It could be better, but we’re still paying and we’re not worried about it.

The quality of service is about a B- and it could be better. But our account representative was very good with on-boarding. He provided tools and clarity and stayed with us for good service. We went with SmartAsset to get qualified leads, and we got quality leads.

The initial onboarding process with SmartAsset was very smooth, communicative, informative and timely in responses. Some ongoing communication between my account manager has been a little slower than I would like. But I've been able to get what I need out of them. I'm trying to grow my business and SmartAsset’s service has been good.

Their service has been good, overall. I've made money on the platform. So, I'm happy with it. I’ve been with them for 6 months now and some leads are kind of hit or miss, but the ones that hit are good.

I was looking for a marketing system that pushes qualified leads to me, the main base. And the only complaint I have is that SmartAsset pushes the lead to multiple advisers, so it's like a competition to get to the potential client first. It's hit or miss with the leads. It can be very high quality, but it has a very low close rate, which is not unlike any other type of lead service.

I was curious for extra opportunities, so I decided to give their services a try. The way SmartAsset operates for me has its ups and downs. It's helpful when it generates extra business – any additional leads help, even if it's not something I rely on monthly. I describe its effectiveness as a mixed bag similar to a C+ rating, business-wise.

I’ve been with Smart Asset for three years now. I don't really require much service from them. But when I do, it's okay. The real-life person that I work with is a lot better than the automated. If I have to send a message and get a response back, a lot of times, I have to just go back to the contact that I have and get things sorted out that way.

I used SmartAsset for client acquisition. Setting everything up was painless. Unfortunately, I get these repeat leads, and I keep having to pay for them over and over again. They're dead-end leads and I spoke with my relationship manager about them, and he said there was nothing that could be done.

SmartAsset reached out to us and it was also advertised on Edward Jones. Personally, I've seen it as a kind of, if we can get some things in the door, then that's great, any little bit extra. It's nothing that I bank on each month. But anything in addition to what we're doing is great. Overall, I would probably give it business-wise, standing of profitability and things of that nature, a C+, B- kind of range. I've had a good handful of leads that have worked out, but, still majority, are a good chunk that haven't, which, is part of things of how it is. Some people fill it out not knowing what they're filling out, and then others are actually interested looking for things.

I was a new adviser looking for lead generation, and door-knocking was hard. I did it for a while and had some success with both. A lot of things happened, but I stuck with it because if you get one or two good clients a year, it can be worth what you pay for some of those leads. With SmartAsset. I’ve not been the best communicator with the people I work with since we have a lot going on at our branch, but the new rep has been great. Bailey’s doing a good job and seems to focus on what I and our branch need.

Another advisor had told me about SmartAsset. I actually ended up doing it with him last year, and it went pretty well. Most recently, it hasn’t been. There’s been some issues with getting fax machines or invalid email. It’s been a little confusing.

I started using SmartAsset about five months ago to get access to my demographic. And we’ve been very happy with it. We are advisors of LPL, so we have ties to our CRM. And we were able to reach out via phone, plus have email campaigns, touch points with our potential prospects. The quality of the service is better than expected.

I’ve been using SmartAsset’s services to develop my business and grow my firm, and it’s been good. No complaints. I will say their sales process trying to get me to sign up was pretty aggressive, but since I became a client, it’s been smooth. Semi-annual check-ins from an account representative to let me know how I’m doing or how I can further improve would be helpful. But I’ve been with them for 10 months and I’ve done quarterly evaluations to see if it has made any difference and so far, so good.

About five years ago, I was googling for calculators and SmartAsset had them. The service has worked poorly so far. The problem is, the average lead coming through is a do-it-yourself investor who is using calculators to attempt to do it themselves. And they either want free advice or don't want any because they do it themselves. I did talk to numerous people, I don't know how they’re getting them to fill out these applications, but the one guy told me most recently that it’s a little bit shiesty. I told him I don't really know how that's possible. But he said that it does come off as unsuspected. Maybe I just misunderstood.

SmartAsset is fine. Their customer service is just okay, but it provides opportunities for us to meet new people. The service has worked moderately well and our expectations are partially met.

We were trying to get more prospect flow with our business and we were successful with SmartAsset’s services. They did better than we expected. It'd be great, however, if they qualified the leads a little bit better, but other than that, what they told me to expect was pretty much what we've gotten.

SmartAsset is on an approved list of vendors with my broker-dealer, and I sought their services. Working with them is fairly straightforward and easy. For the most part, they’ve met my needs. The quality of service from SmartAsset was probably about what they estimated it would be in terms of the ability to reach the leads I get. They should screen the leads a little bit better, though. Some of these people don't seem to understand that they're answering the questions in order to get matched with a local adviser. It’s a little pricey, but it works if you give it the time and do the follow-up. The follow-up on the side of the adviser is really 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.

One of my friends had success with Smart Asset, so I thought I'd give it a shot. My only concern is that it seems like all the leads that we get come in the beginning of the month. They're all concentrating in the first couple of weeks, so it makes me believe that maybe some of these leads are not real-time leads. They’re maybe leads from a week or two weeks ago. But I just started using it 4 months ago.

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've used SmartAsset one other time a few years ago. I secured one new client so far, and the quality of service that I've got from everybody has been good. However, it's hard to get people on the phone. You can never get ahold of 80% of the people.

We were looking to purchase qualified leads for investment management. We've been paired up with a few people that have become clients. So, the conversion rates are on par with what SmartAsset told us to expect. They're always responsive if we need assistance. If I have any questions or am confused about things, it's quick to set up a call and iron out any details. So, I've been happy with their service. Vanessa is the rep I've been working with. She's been really good. SmartAsset is good to work with. They've got great service. They're transparent. There are a lot of leads that you can get. You're not gonna be talking to anybody, but there's still good opportunity with the people that they do send you. It's, so far, been worth the cost.

I have a good relationship with Anthony, my direct SmartAsset guy, and I enjoy our meetings. We used to meet monthly, but now it’s every couple of months. I could always bring this to his attention and he would adjust. If I were to send him an email or try calling, he's always been quick to respond. I’m not closing a ton of the deals, but I’m also focused on other areas of growth in my practice and not calling on the leads immediately. Overall, SmartAsset's service is great and decent.

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're still using SmartAsset's program and the experience has been good. We get at least one new client from it a month. We really like getting the leads. The only downside is that they get given to so many people. SmartAsset is a good way to grow your business if you don't have a good natural network around you.

I've heard about SmartAsset from another colleague of mine who used them and got involved with them. It's been a good experience, so far.