LPL Financial taps SmartAsset for investor prospecting
SmartAsset, with a reach of more than 100 million consumers, matches qualified investors who are searching for financial advice.
June 3, 2021
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More than 18,000 independent financial advisers with LPL Financial now have access to SmartAsset’s SmartAdvisor platform that connects validated consumer prospects with advisers across the U.S.
SmartAsset announced Thursday that it is a part of LPL’s Vendor Affinity Program, which is a network of third-party vendors that have agreed to provide their products and services to LPL advisers at discounted prices.
SmartAsset, with a reach of more than 100 million consumers, matches investors who are searching for financial advice with advisers. Advisers can select the geography and asset tier of prospects that they choose to work with. LPL Financial-affiliated advisers will also have access to SmartAsset’s Live Connections service that provides a warm phone transfer for RIAs to connect with high-intent consumer prospects.