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- Is smart asset a good way to find a financial advisor? : r . . . - Reddit
Smartasset is like homeadvisor, you need to vet their providers That said, sounds like they legitimately validate fiduciary status Can't comment on Smart Asset, but suggest you use Garrett Financial Network It is an entire network dedicated to advisors who are fiduciaries and only charge by the hour https: www garrettplanningnetwork com
- Any thoughts on “SmartAsset” financial advisors advertised . . . - Reddit
I don't specifically have knowledge about Smart Asset, but I get their ads on a lot of financial sites I visit There are a couple others I won't name My opinion is someone has to pay for all the advertising, that being their customers
- SmartAsset (SmartAdvisor) Lead Gen : r CFP - Reddit
I have been seeing massively varied reviews of the service I’m curious whether the live phone handoff will improve the success rate I have seen less polarized reviews of WiserAdvisor, but I’m not sure if I can trust that either
- Lead generation companies : r CFP - Reddit
We’ve been hesitant to try any and we held off on SmartAsset after seeing some reviews from other advisors Just curious if any of these actually work or if they’re all just a hoax Hoax We we tested out the service for an entire year Received roughly 10 to 15 leads per month
- Smart Asset : r CFP - Reddit
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America Has anyone used Smart Asset for leads? Any success or failure? You may breakeven on cost or even make a bit of $, but the time and effort is not worth it at all 80% of the “leads” never pick up
- Do you guys use any lead services? : r CFP - Reddit
Lead generation services like Smart Asset or Wiser Adviser can pay off if you aggressively pursue the leads Zoe and revenue sharing models are a giant rip-off
- Smart Asset Lead Generation : r CFP - Reddit
I'm in a relatively small town and over the phone he told me that in my preferred investable asset tiers ($100k - $250K, $250k - $1mil) there were 5 leads in my area in the last month
- SmartAsset Reviews: 132 User Ratings - WalletHub
To clarify, SmartAsset is a matching service, not an AI tool, designed to connect users with at least one, but up to three, financial advisors, which includes both human and robo-advisors We regret that the match you received didn't meet your needs We would love to hear more about your experience Please contact us at info@smartasset com
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