May The Force Be With You
Where do you see how many dials you made, how many activity points you achieved and how many contacts you own?
Individual Dashboard
How many monthly page views do we see for the SmartAsset website?
59 Million.
We have ____ asset tiers
Four
How many advisors are on our platform?
~2,200
This is SmartAsset's mission.
Empowering people to make smart financial decisions
How long does the disposition "left voicemail" leave the contact in your name?
10 days
How many people who fill out the survey do not have an advisor?
64%
The highest tier is __________
1,000,000+
We can only have one _____ and one ______ on file.
One CRD and One CC on platform
This is the name of SmartAsset's Founder
Michael Carvin
Did not leave voicemail
How many of the people who fill out the survey are retired or nearly retired?
82%.
What team validates the leads?
Concierge.
Advisors can have multiple ______ on file so leads can be distributed to teams.
Emails
Our automated nurture platform helps advisors with what?
Lead outreach, automated follow-ups, speed to lead
What should we do with duplicate leads?
Merge them.
How much did we generate in new closed AUM in 2023?
34 Billion.
Does the concierge team confirm AUM for leads?
No.
If an advisor is currently registered and has no disclosures on their record, can they sign up for the platform?
Absolutely!
What are the names of the different packages we offer advisors?
Discover, Accelerate, Scale.
If we come across a lead that changed companies, do we update that lead or do we have to create a new lead?
Update it in Salesforce, however rare, that we create a new lead.
SmartAsset is top-ranked on how many search terms?
27,000 search terms.
The different tiers are what?
$25,000 - $99,000
$100,000 - $249,999
$250,000 - $1,000,000
$1,000,000 +
Advisors have these three fee structures.
Fee Based
Asset Based
Commission Based
How many questions are on the survey for investors?
25 - 31 questions