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LPL Adds Lead Gen Service SmartAsset To Affinity Program SmartAsset is partnering with LPL Financial to offer discounted lead generation tools to the independent broker/dealer s advisors. Lead generation provider SmartAsset is now a part of LPL Financial’s Vendor Affinity Program, according to an announcement from SmartAsset. With its addition to the curated network of third-party vendors, SmartAsset joins SmartVestor and WiserAdvisor in offering its lead generation services to LPL-affiliated advisors at a discounted rate. SmartAsset matches investors with “fiduciary financial advisors” and advisors can filter potential clients based on preferences like asset levels and geography. SmartAsset’s Live Connections, a “warm phone transfer” with a nearly 20% conversion rate, according to the firm, is included in the partnership. The service was formally launched last year after a 2019 pilot and contributed to the $10 billion in closed investable assets that flowed fr

Rob pettmanMichael carvinFinancial vendor affinity programRamsey solutionsVendor affinity programLive connectionsமைக்கேல் கார்வின்நிதி விற்பனையாளர் இன உறவு ப்ரோக்ர்யாம்ராம்சே தீர்வுகள்விற்பனையாளர் இன உறவு ப்ரோக்ர்யாம்வாழ இணைப்புகள்