Financial Advisor Consumer Referral Generation | SmartAsset Advisor Marketing Platform (AMP)

A Smarter Way to Find & Nurture Consumer Referrals to Attract AUM

Grow your practice with high intent consumer referrals. Now including video landing pages and automated newsletters to engage prospects and stay top of mind.

$30B+

AUM generated in 2024¹

~50K

Monthly Matches

We work with firms of all sizes:

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See how we match fiduciary advisors with high intent investors.

How SmartAsset Helps You Grow

SmartAsset AMP connects financial advisors directly with propspects who meet their ideal client profile. Each month, thousands of consumers use SmartAsset to find a financial advisor that matches their needs, location, and financial goals.

Through AMP, advisors receive introductions to these investors and tools to convert those introductions into client relationships.

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1 Get referred to investors actively searching

We connect you with investors matched to your target asset tiers and geography. Every consumer referral is first-party and seeking fiduciary advice.

2 Reach and nurture referrals with built in tools

AMP includes call, email, and tracking features to keep your outreach organized – tools you can also apply to your other referral sources.

3 You book more meetings and win new clients

As investors are ready to move forward, AMP helps you schedule introductions and grow your book of business.

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AMP Gives You More Than Consumer Referrals

Subscriptions include built-in tools and support to help you follow up, stay organized, and close more clients.²

New

Hello Pages

Stand out before the first call.

Record a short intro video and share it with every new prospect. They'll see your face, hear your voice, get answers to common questions, and can book a meeting — all on one personalized page. Track who watched, how long, and whether they booked, so you can follow up with context.

New

AMP Newsletters

A month of content in minutes — free.

Set your preferred topics, audience, and tone. AMP generates customized newsletter drafts built on SmartAsset’s library of 10,000+ expert articles. Nothing is sent without your review and approval. Our automated compliance review runs before content enters your firm’s compliance workflow. Weekly, bi-weekly, monthly, or quarterly - your cadence, your voice.

Automated Nurtures

Stay in front of every consumer referral—automatically.

Once created, nurture campaigns automatically enroll new consumer referrals without requiring manual setup. Campaigns can include email, text, and call reminders, and unlike other tools, there's no need to manually add consumer referrals to a sequence.

Fast Call

Call consumer referrals the moment they come in.

Your phone rings as soon as a new consumer referral arrives. Just press 1 to connect instantly—no inbox refreshing, no delays. TCPA-compliant.

Next Call

Know who to call, every day.

Get a single, updated list of prioritized calls tied to your nurture campaigns. Helps reduce manual task management and makes daily outreach easier to stay on top of.

Inbox

See every investor interaction in one place

View all messages, calls, and investor activity in one organized feed. It’s your central hub for staying responsive and on top of how consumer referrals are interacting with you.

Integrations

Connects with Popular Advisor Tools

AMP integrates with popular CRMs, scheduling tools, and email tools - so your follow-up stays connected and streamlined.

Dedicated Account Manager

Strategic support, not just tech support.

You get a real partner to help launch your plan, tailor your outreach, and guide performance. From onboarding to ongoing growth, they’re with you every step of the way.

Turn Prospects Into Warm Conversations

Most platforms stop at the consumer referral AMP gives you the tools to help build trust before the first call — and stay top of mind long after.

Hello Pages

Let prospects meet you before the first call

Your prospects are matched with up to three advisors. Hello Pages puts a real person behind your outreach — your face, your voice, your story.

Record a short intro video once. Every prospect gets that same polished first impression. They see who you are, read answers to their biggest questions, and can book a meeting — all before you ever pick up the phone.

When they do show up, they already feel like they know you.

"60% of consumers say trustworthiness is the #1 factor when choosing an advisor."²

See Hello Pages in Action →

AMP Newsletters

Stay top of mind with very little time cost

You know newsletters work. The problem is finding three uninterrupted hours to write one — which almost never happens.

AMP Newsletters generate differentiated content based on your topics, your audience, and your voice. Not templates. Not generic market commentary. Content built on SmartAsset's library of 10,000+ expert-written articles, adapted to sound like you.

Automated compliance review process before it enters your inbox and your own compliance workflows.

Free for all AMP advisors. Compliance-reviewed before it reaches your inbox.

See How it Works →

Together, Hello Pages and AMP Newsletters create an always-on system for building familiarity and trust — so by the time you pick up the phone, prospects already feel like they know you.

Real Advisors. Real Growth

Michael Collins has grown his AUM by a reported $50M in with SmartAsset

For every $1 I put in, I earn $2 in recurring revenue.

Michael Collins, CFA®

Financial Advisor

Michael Collins, CFA®, is a client of SmartAsset and was not compensated for his participation in this interview. However, he has since become a paid consultant. Michael's experience and metrics regarding SmartAsset are his own.

Joe Anderson has raised over $1 billion in AUM from SmartAsset since 2019

Today we manage roughly $6 billion... and a little bit more than $1 billion is from SmartAsset.

Joe Anderson, CFP

CEO & President

Joe Anderson, CFP®, is a client of SmartAsset and has not been compensated for his participation in this interview. Joe's experience and metrics regarding SmartAsset are his own. Results may not be the same for everyone who uses SmartAsset.

Robert Gilliland's Modern Client Acquisition Playbook Added a Reported ~$50M in AUM in 3 Years

"My experience with regards to SmartAsset is every year I’ve done it I’ve brought in between $15 million and $25 million worth of assets directly attributable to SmartAsset."

Robert Gilliland, CRPC®

Managing Director & Senior Wealth Advisor

Robert Gilliland, is a client of SmartAsset and has received compensation for his participation in this interview. Robert’s experience and metrics regarding SmartAsset are his own. Results may not be the same for everyone who uses SmartAsset.

This Young Advisor Closed Around 1 New Client a Month with SmartAsset

I'm getting about one, I think I average one to one-and-a-half clients per month from my consumer referrals from SmartAsset, and I’ve already generated about a 3 to 3.5 times ROI.

TJ Tamura

Financial Advisor and Retirement Planner

TJ Tamura, is a client of SmartAsset and has received compensation for his participation in this interview. TJ’s experience and metrics regarding SmartAsset are his own. Results may not be the same for everyone who uses SmartAsset.