SmartAsset

Fall into 50% savings* on SmartAsset AMP 🍂 Get automated lead generation and nurturing with one subscription. Sign up by October 31, 2024, and get 50% off your first two months: https://lnkd.in/g_viub_s

Where there is persistence, there is power. Just ask Concenture Wealth Management's Robert G. Gilliland, CRPC® Managing Director at Concenture Wealth, a financial advisor who has reported adding ~$50 million in AUM using SmartAsset. But how did he do it? He shares his journey and secrets to success at: https://shorturl.at/9QtZi --- Disclaimer: The testimonials are provided by financial advisors that 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.

📢 Calling all advisors! What is your favorite tip when it comes to following up with a prospective client via email? 📧 Let us know in the poll below 🗳️👇

This Fall, save big! 🍂 October is here, and so is your chance to save on SmartAsset AMP. Sign up by October 31, 2024, and get 50% off your first two months: https://lnkd.in/gy7ZsiTv

Innovation drives everything we do at SmartAsset, and it starts with our leadership. Meet Mihir Apte, SVP, Head of Business Development at SmartAsset, who champions forward-thinking solutions that push the boundaries of personal finance and help people make complex financial decisions.

"You have to remember that it is a full-contact sport. You have to be active. It's not passive. You have to be reaching out. But be patient and work the process, and it leads to success," says Concenture Wealth Management's Robert G. Gilliland, CRPC® Managing Director at Concenture Wealth. Over the years, Gilliland’s process for acquiring new clients has evolved significantly and he has since reported adding ~$50 million in AUM using SmartAsset. In a recent interview, he shares his experience and how success using SmartAsset AMP often hinges on the advisor’s willingness to systematically work the referrals they receive. Read more at: https://shorturl.at/9QtZi --- Disclaimer: The testimonials are provided by financial advisors that 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.

The more you know going into it, the more smoothly a management buyout process can go. Consider these 12 tips for completing a management buyout, starting with understanding the process. Full details in our new blog post: https://lnkd.in/dRRybCyh #SmartAsset #FinancialAdvisors

Like many financial advisors, Robert G. Gilliland, CRPC® Managing Director at Concenture Wealth from Concenture Wealth Management relied on traditional strategies for attracting new clients like hosting seminars and treating prospects to expensive dinners. But since using SmartAsset, he has reported adding ~ $50 million in assets under management AUM thanks to the platform’s suite of marketing tools, which include automated emails and text messages, which have replaced many of his traditional lead generation approaches. Learn how he did it: https://shorturl.at/9QtZi #SmartAsset #FinancialAdvisors --- Disclaimer: The testimonials are provided by financial advisors that 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.

And continued congratulations to our Top Performing Revenue Professionals for Q3 2024 🎉👏 Here’s to another quarter of success and making a meaningful impact in the financial world! ⭐ Tina Cribbs ⭐ Ricki (Lyons) Guerra ⭐ Victor Jimenez ⭐ Jackie Berry #SmartAsset #TeamRecognition (2/2)

Shoutout to our incredible Q3 2024 Top Performing Revenue Professionals 👏 Your hard work and relentless pursuit of growth continue to inspire us all. Thank you for pushing boundaries! ⭐ Brett Traiger ⭐ Mike B. ⭐ Joe Rehrauer ⭐ Thomas O'Connor ⭐ Shyam Ladva #SmartAsset #TeamRecognition (1/2)