- How This Financial Advisor Used SmartAsset to Build a Pipeline of Clients and Add $100M in Reported AUM
While some advisory firms may overlook clients with little to invest outside of their retirement plans, Matt Scarborough and Oak Wealth Partners see opportunity. Located 60 miles south of Washington D.C., Scarborough’s firm has found notable success serving mass affluent clients—many of whom are federal workers—whose wealth is largely concentrated in the Thrift Savings Plan,… read more…
- ‘It Wasn’t Just Luck’: How This Advisor’s Firm Added $14M in Reported AUM With Consistent Approach Using SmartAsset
When Robert Tutela seeks out new clients, he doesn’t solely focus on wealthy prospects with seven figures to invest. Landing million-dollar-accounts is great, but it’s not the only path to success as a financial advisor, says Tutela, an advisor and portfolio manager at Essex, LLC in Illinois. “I’ve always been of the mindset, if you’re… read more…
- From Big Bank to Boutique: Fitchko’s SmartAsset Strategy Yields Reported $6.5M in AUM
When Justin Fitchko left Wells Fargo Advisors and joined an independent advisory firm in 2023, he was faced with the challenge of rebuilding a larger portion of his client base than he anticipated. But he’s relished the opportunity to find new clients who need financial advice. Fitchko, a Certified Financial Planner™ (CFP®) and managing partner… read more…
- Lee Fortenberry’s Formula for Success: Good Communication and SmartAsset
Like many financial advisors, when Lee Fortenberry meets with prospective clients, he focuses on getting to know the person and understanding their unique needs. But Fortenberry eventually steers those initial conversations toward an important, yet sometimes overlooked component of the advisor-client relationship: communication. “We’re gonna do that so we can have that open flow of… read more…
- Leveraging SmartAsset AMP: Robert Gilliland’s Reported ~$50M AUM Success Story
Early in his career as a financial advisor, Robert Gilliland relied on traditional strategies for attracting new clients like hosting seminars and treating prospects to expensive dinners. But Gilliland’s process for acquiring new clients has evolved significantly, thanks in part to SmartAsset AMP. Gilliland opened Concenture Wealth Management in Houston in 2020 and has since… read more…
- How This Financial Advisor Successfully Launched His Career With SmartAsset
TJ Tamura is still in the early stages of his career as a financial advisor, but he’s already learned a valuable lesson about converting leads into clients: focus on educating the client, not selling them. Tamura joined Capitol Planning Group in Sacramento, California, as a financial advisor and retirement planner in 2022 after exploring several… read more…
- $1 Billion AUM Added Through SmartAsset: How This Team Uses a 20-Point Plan to Convert Leads
When Joe Anderson founded Pure Financial Advisors, his goal wasn’t just to offer great financial advice to clients. He also wanted to build an in-house sales and marketing team capable of converting leads into new clients at scale. Today, Pure Financial Advisors uses a 20-point checklist for establishing and nurturing relationships with new leads. From… read more…
- How This Financial Advisor Added $50 Million in AUM With SmartAsset
Lead generation is one of the biggest challenges financial advisors face when trying to grow their business. But one advisor found the sweet spot – bringing in roughly 50 families and $50 million in AUM in just a few years. SmartAsset CEO Michael Carvin sat down with Michael Collins, CFA® to get a better understanding… read more…