In the year since its launch, AMP has streamlined prospecting and outreach, transforming advisor growth and client engagement
NEW YORK, March 26, 2025 /PRNewswire/ — SmartAsset, the nation’s largest marketplace connecting consumers to financial advisors, is celebrating a year of success for its Advisor Marketing Platform (AMP), which has revolutionized client engagement and lead generation for financial advisors.
AMP provides advisors with a fixed range of referrals over six- or twelve-month subscriptions, helping them grow their businesses efficiently. Since its launch in March 2024, AMP has supported its platform financial advisors by delivering over 89,000 referrals with an estimated average assets under management (AUM) of $986,000 per lead. The outcome-driven platform has successfully connected advisors with high-intent consumers while streamlining prospecting through an advanced suite of automation tools and analytics-driven insights.
“SmartAsset AMP has been instrumental in helping me efficiently grow my client base. Unlike other lead generation services I’ve tried in the past, AMP consistently connects me with engaged, high-intent prospects, making my outreach more productive. Since using AMP, I’ve averaged 1-2 closed clients per month from 50 generated leads, a game-changer for a young advisor like myself,” said TJ Tamura, Financial Advisor at Capitol Planning Group*.”
“The platform’s automation tools have saved me countless hours by streamlining follow-ups and improving client engagement, allowing me to focus on building relationships rather than chasing leads. Support from the account management team has also been exceptional, setting clear expectations from the start and helping me maximize my results. My overall ROI with AMP is 3.5x to date – and still growing.”
A key factor in AMP’s success is its proprietary outreach automation tools, which have helped to reduce advisors’ manual workload. By reducing the time-intensive process of follow-ups, AMP has empowered them to scale their email, text and phone call processes at a level that would not have been possible without the help of automation.
“The success of AMP in its first year underscores the demand for smarter, data-driven solutions in financial advisory services,” said Michael Carvin, founder and CEO of SmartAsset. “By delivering a consistent stream of high-intent referrals and equipping advisors with automation tools that help streamline client engagement, we are making it easier than ever for advisors to scale their businesses and ensure long-term growth and success.”
The platform also offers advisors Activity and Pipeline Reports, which provide comprehensive insights into lead engagement. These reports allow advisors to monitor prospect interactions, assess the overall health of their revenue pipelines, and refine their lead nurturing strategies. Historically, such advanced analytics were not readily available to many advisors, making AMP an industry-first solution at scale. By eliminating the need for manual tracking, AMP has improved efficiency and effectiveness in the advisor-client relationship process.
As SmartAsset continues to enhance AMP’s capabilities, the platform remains committed to supporting financial advisors with the tools they need to acquire new clients and retain existing ones more easily. For more information about SmartAsset AMP, visit: https://get.smartasset.com/advisor-marketing-platform/
*The testimonials are provided by financial advisors who have ongoing business relationships with SmartAsset.They are individual experiences, reflecting the real life experiences of those who have used our services. The testimonials are not 100% representative of all of those who will use our products and/or services, and we make no admissions of such. SmartAsset may extend free products, discounts, promotional support, or other indirect or direct financial incentives to these sources. These incentives may or may not influence the nature of the testimonial. In this case compensation was provided.
**Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.
About SmartAsset
SmartAsset is an online destination for consumer-focused financial information and advice. Reaching an estimated 59 million people each month (as of January 2025) through its educational content and personalized calculators and tools, SmartAsset’s mission is to help people make smart financial decisions. In 2021, SmartAsset ranked #561 on the Inc. 5000** and #160 on the Deloitte Technology Fast 500™ lists of fastest-growing companies** while additionally closing a $110 million Series D funding round, valuing the company at over $1 billion. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies of all time**. For more information, please visit SmartAsset.com.
Media Contact: Steve Sabato, ssabato@smartasset.com
SOURCE SmartAsset