SmartAsset

Thank you for the kind note. We appreciate you taking the time to share your experience with others.

Thank you for sharing your concerns. Based on our records, you used the SmartAsset platform for about 66 days in 2021 under our original program. At that time, a lead invalidation process was available for leads that met specific criteria within a defined window. We also typically see that results can take time — many advisors begin closing new clients after five to six months on the platform or after receiving a larger lead volume (often 60+), depending on follow-up strategy and market conditions. SmartAsset has always been transparent about how matching works. Prospective clients are matched to advisors based on limited criteria such as location, stated assets, remote/in-person preferences, and advisor budget. SmartAsset also aims to contact users to confirm their interest in being connected with one or more of the advisors presented. If SmartAsset is unable to reach a user, we verify that the submitted phone number is active. Regarding advisor screening, we have an internal vetting process managed by our compliance team, and we only contact advisors when a disclosure requires clarification. A lot has changed since 2021 — including a subscription model and new outreach automation tools that make it easier to nurture leads automatically via email, text, and call reminders. If you’d like to share more details or learn more about the current platform, we’d be happy to connect at [email protected].

Thank you for taking the time to share your experience and for the 5-star rating. We’re glad the information highlighted options people may not always be aware of. Everyone’s situation is different, so it’s always important to review details with the appropriate agencies or a professional before taking next steps. We appreciate you sharing your perspective and wish you the best as you explore what may be available to you.

We appreciate you bringing these concerns to our attention. Because we’re unable to verify account details from this review alone, since we don't have your name or email address, we’d welcome the opportunity to learn more so we can better understand what may have occurred. If you’re open to it, please reach out to our team at [email protected] with additional details, and we can review your specific situation.

Thank you for sharing your experience. To clarify, SmartAsset is a matching service, not an AI tool, designed to connect users with at least one, but up to three, financial advisors. We only connect you with a robo-advisor if there are no available human advisors serving your area accepting leads with your asset profile. We regret that the match you received didn't meet your needs. We would love to hear more about your experience. Please contact us at [email protected].

We’re glad the information was helpful and concise, Terry. It's definitely a good idea to check in with your financial advisor regularly to ensure your plans are still on track.

We're so glad to hear our resources are helpful, Elaine! Your feedback is valuable to us, and we appreciate you taking the time to share it.

Thank you for your feedback. We match potential investors with a maximum of three advisors and obtain their express consent for texts and calls, as outlined in our questionnaire. Our policy for re-engaging consumers after 90 days treats them as new inquiries, reflecting renewed intent. Once an investor completes the questionnaire, our concierge team validates that they have a working phone number. While lead nurturing and conversion can be challenging, your dedicated account manager is a valuable resource, offering guidance on optimizing your lead nurturing strategy and enhancing your return on investment (ROI). They're always available to answer any questions and provide support. If you need help or would like to provide any additional feedback, feel free to reach out to your account manager or [email protected].

It's rewarding to hear how SmartAsset has been a valuable resource for your retirement planning research, especially regarding RMD strategies and Roth IRA conversions. Thanks for sharing your experience.

Thank you for sharing! We're so happy to hear that you find SmartAsset helpful. We strive to be a valuable resource for people navigating their financial journeys. It's wonderful that you've found our content, tools, and advisor matching service beneficial. We appreciate your kind words and hope you continue to find our resources valuable.

That's fantastic to hear! We are thrilled you found the tools and resources helpful and easy to use. We strive to provide valuable information and make it accessible to everyone. We're glad our website could be a source for your essay!

We're happy that you found our article so helpful! We aim to provide clear and informative resources to help readers navigate complex financial topics. We appreciate your feedback!

We're so glad you found the tax mitigation strategies informative! We aim to empower our readers with the knowledge to make informed financial decisions. It's fantastic that you plan to consult a tax advisor for personalized guidance. We always recommend seeking professional advice for complex financial matters. We appreciate you sharing your positive experience and spreading the word to your family and community!

Thank you for the kind words! We're glad you found our site and hope you continue to explore our resources.

We're thrilled you've found our platform helpful, Preston! We strive to provide valuable resources and connect users with financial advisors who can help them on their financial journey. We appreciate your feedback and are glad you find our content informative!