Stop Renting Overpriced "Prospects" From SmartAsset
Take control of your Acquisition system and keep 100% of your sourced leads without paying $30K+ monthly for "exclusive" SmartAsset prospects.
The SmartAsset Problem
Enterprise prices for prospects who know nothing about you
Weak Lead Quality
Hotel numbers, disconnected lines, prospects with no verifiable assets. SmartAsset charges $300-$400 per 'warm' lead that costs them $25-$50 to generate through generic Ads.
Resold "Exclusivity"
You compete with 3-5 other advisors for the same lead. They pocket $1,000+ per prospect while you call, hoping to be first. No nurturing, no personalization, no brand equity.
Zero Ownership
$100K+ annually with breakeven returns. Stop paying and your pipeline disappears. No prospect data, no system, no infrastructure. You're renting growth quarter by quarter.
Extortionate Pricing
$100K+ annually for breakeven returns on leads that cost vendors $25-$50 to generate. You're funding their 1000% markup while they don't even bother to nurture 'your' leads.
The Internal Acquisitions Solution
Replace cold, used leads from unreliable lead vendors with an inbound lead sourcing system that actually nurtures every lead at 30%-40% of the cost.
Custom AI Acquisition Advisor
Trained on YOUR firm's expertise and our proven playbooks. Generates SEO-optimized content, audits campaigns, and recommends real strategies.
No full-stack marketing division required.
Advanced Lead Sourcing System
Google Ads targeting firm-specific client desires and life-event triggers. Education-first inbound tools that nurture and extract raw data from YOUR active leads.
Only Priority 1 prospects reach your calendar.​
Automated Lead Nurture Engine
Personalized follow ups addressing exact pain points. Leveraging YOUR newfound prospect data to align their needs and needs with your solutions.
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Value-based follow ups until conversion.
Vendor Dependency vs. Owned Infrastructure
SmartAsset Model
Rent leads month-to-month, zero ownership
No personal touch or authority content
Prospects know nothing about you at first contact
Shared with 3-5 competing advisors simultaneously
Manual post-meeting followups, no nurture system
Vendor controls relationship and owns all data
Stop paying and pipeline disappears immediately
Internal Acquisitions
Own your system and prospect data permanently
SEO-optimized content building long-term authority
Pre-qualified Asset Value, Financial + Personal needs
Exclusive prospects for your firm only, no competing
Automated nurturing sequences until they convert
Your firm controls all data and the entire experience
System lives in your firm forever as an in-house tool
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