How SmartAsset Connects Advisors to Prospects

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About This Episode

As an advisor-growth solution, SmartAdvisor™ continuously focuses on helping advisors grow their practices. Last month, in April 2023, it acquired DeftSales, a leading prospect engagement company for financial professionals. DeftSales and SmartAsset™ will combine to offer a robust user interface that is fully compliant, including automated campaigns and analytics, which allow advisors to spend more time honing their communications and improving their skills.

About Our Guest

Michael Carvin is the founder and CEO of SmartAsset, an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors.

Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round (June 2021), valuing the company at over $1 billion. In addition, Carvin was named an Ernst and Young Entrepreneur Of The Year® 2021 New York award winner - which recognizes the most ambitious leaders who are building and sustaining successful, dynamic businesses around the world - and also named to the ‘Top 50 Financial Technology CEOs of 2021’ list (The Financial Technology Report) for the second consecutive year and the ‘Top 100 Princeton Alumni in Technology of 2021’ (Alumni Spotlight) list. With nearly 20 years of experience in financial decision making, Carvin's previous role was in private equity.

Show Notes

Here is a link for more information about SmartAsset:

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