SmartAsset woos growth-focused advisors with new platform
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Fintech’s subscription-based service promises ‘all-inclusive client engagement,’ including referrals and automated calls and texts.
SmartAsset, an online platform connecting consumers with financial advisors, is stepping up its advisor growth game.
The fintech announced the launch of the SmartAsset Advisor Marketing Platform, a new subscription-based service aimed at helping financial advisors acquire new clients and more eas
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