BDs
What is the name of LPL's marketing platform where we are approved?
LPL Vendor Affinity Program
How many monthly page views do we see for the SmartAsset website?
59 Million.
What percentage of the investors coming to SmartAsset currently do not have a financial advisor?
A. 59%
B. 64%
C. 83%
D. 46%
B. 64%
You can use the term "radius" when talking about the heat map
FALSE !!!!!
This is SmartAsset's mission.
Empowering people to make smart financial decisions
What BD do you need to collect the Disclosure language from for Sale Complete notes?
Cetera
How many people who fill out the survey do not have an advisor?
64%
How much new AUM did SmartAsset help advisors bring in last year alone?
A. $4 billion
B. $10 billion
C. $30+ billion
D. $59 million
C. $30+ billion
OAT used to be called DEFT which was pilotted for months to make sure it worked before inquiring the company
true
What CRM do we intergrate with EVEN IF they cant use OAT?
Wealthbox
What three BD's CANNOT use OAT?
1. Ameriprise
2. Cetera
3. Raymond James
How many of the people who fill out the survey are retired or nearly retired?
82%.
Approximately how many monthly visitors does SmartAsset’s site receive as a result of its multi-channel marketing efforts?
A. 4.2 million
B. 8.6 million
C. 15 million
D. 59 million
B. 8.6 million
We used to offer month to month for any advisor that wanted to join
true
What is the Live Connection's average close rate?
20%
Which are the two BDs where OAT NO TEXTING is allowed?
LPL & OSAIC
How much did we generate in new closed AUM in 2023?
34 Billion.
How often will our dedicated AMP Account Manager meet with you to ensure you stay on track?
A. Weekly
B. Every 30 days
C. Every 45 days
D. Quarterly
C. Every 45 days
Before asking Liz for a referral, you should get a verbal commitment from the advisor.
trueeeeeee
What % savings is 24 month contract?
13.7%
Which one is CPL and which one is AMP?
Lincoln Financial Securities
Lincoln Investment
Lincoln Financial Securities - AMP (Osaic)
Lincoln Investment - CPL
SmartAsset is top-ranked on how many search terms?
27,000 search terms.
What percentage of our total lead flow can an advisor expect to be live connections?
A. 1%–2%
B. 2%–5%
C. 5%–10%
D. 10%–15%
B. 2%–5%
SmartAsset is truly the #1 lead gen platform for FA's
true duh
Which advisor/case study do we showcase on our demo deck?
TJ Tamura