Tag Archives: Advisor

SmartAsset Readjusts Timeline on Public Consultant Profiles. You’ll …

SmartAsset is using a form of artificial intelligence to hasten its progress of creating a public profile for all 300,000-plus registered investment advisors in the United States. The company that offers a digital lead-generation service for advisors called SmartAdvisor is currently using some of its $28 million investment from RIA aggregator Focus Financial to build a user-friendly directory with detailed, public-facing profiles of all RIAs, regardless of whether they sign up for the service or not. In September, 10,000 profiles went live on the company’s SmartAdvisorMatch.com website and the goal […]

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10 Basics of Stellar Financial Consultant Internet Site

It was less than a decade ago that websites were viewed as yesterday’s news. Yes, financial advisors needed to have a web presence, but most of these sites were static and had minimal impact on client acquisition. In addition, they were expensive to build and/or change. Times have changed. Immersed in today’s digital world, the proverbial Google search is as common as a trip to the restroom and websites have been reborn. Today your website is a major component of your digital brand—which is why it needs […]

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