Helping your clients develop comprehensive financial plans often involves asking a lot of ‘what if’ questions. Applying that same approach to your firm can ensure you’re prepared for any situation that may disrupt your operations. That’s where developing a business continuity plan comes in. 🤔 But what goes into one? Read our new blog to learn the importance of a business continuity plan and how to develop an effective plan. More details at: https://lnkd.in/gHhrz32h #SmartAsset #FinancialAdvisors
About us
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. 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, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020. SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, CNBC, FOX Business, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barron’s.
- Website
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https://smartasset.com/
External link for SmartAsset
- Industry
- Software Development
- Company size
- 201-500 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Specialties
- Financial Modelling, Personal Finance, Money, Financial Advisors, Retirement, Content, lead gen, and client acquisition
Locations
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Primary
122 E 42nd St
Suite 4300
New York, NY 10168, US
Employees at SmartAsset
Updates
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Business development is integral to helping an organization grow and achieve its goals 🎯 For financial advisors, that often means connecting with new clients and increasing annual revenues. But what are some effective strategies to employ? In our new blog, we discuss four key business development strategies designed to help advisors produce results that fuel growth. Read more at: https://lnkd.in/gF6b4i3N #SmartAsset #FinancialAdvisors
Guide to Business Development for Financial Advisors
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Exciting news for Financial Advisors! 📰 Our new study shows which states experienced the biggest pay jumps in 2024. Are you curious to see if your state made the list? View our study to find out: https://shorturl.at/fQI5u #SmartAsset #SmartAssetRankings #FinancialAdvisors
Financial Advisors in These States Saw the Biggest Pay Jumps – 2024 Study
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Social media can be a powerful way to market your advisory business and connect with your ideal client base. But are you familiar with the social media compliance rules set out by the different agencies? In our new blog post, we highlight the rules defined by FINRA and the SEC and demonstrate some tips to help you create a compliant social media strategy ✅ Read more at: https://lnkd.in/gEJPAUwY #SmartAsset #FinancialAdvisors
Financial Advisor Social Media Compliance Checklist
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Are you a financial advisor looking to boost your visibility and grow your client base? Our new blog explores essential marketing techniques tailored just for you! From social media marketing to content creation, we've got you covered. Learn how to stand out in today’s digital landscape and establish a strong community presence 👉 https://lnkd.in/gPs5iGPG #SmartAsset #FinancialAdvisors
Marketing Techniques for Financial Advisors to Try
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Are you clear on the difference between financial planning and financial forecasting? 🤔 Both are crucial for your business, but they serve different purposes. Planning sets long-term goals and strategies, while forecasting predicts future financial outcomes based on data. Together, they keep your business on track and adaptable to changes. Dive into our latest blog to learn how to leverage both for sustainable growth and financial stability💼 https://lnkd.in/g-qz7ZBf #SmartAsset #FinancialPlanning #FinanceFriday
Financial Planning vs. Financial Forecasting for Businesses
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Prospecting is an essential aspect of your success 💪 Advisors who grow thriving businesses know that it takes effort to identify promising leads, capture their attention and convince them to become clients. Here are 16 proven financial advisor prospecting ideas designed to help you gain more clients so you can build a more sustainable business. Read more: https://lnkd.in/grHX6_8H #SmartAsset #FinancialAdvisors
16 Financial Advisor Prospecting Ideas
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Failing to meet compliance guidelines can be costly for your business. It can be challenging for busy advisors to keep up with the constant changes to regulatory guidelines, but monitoring compliance trends can help you stay ahead of the curve. Check out our new blog post to discover new financial advisor compliance trends to watch in 2024 and beyond: https://lnkd.in/gga5DUCV #SmartAsset #FinancialAdvisors
Compliance and Risk Trends for Financial Advisors in 2024
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Financial managers play an important role in steering the financial health of organizations by focusing on strategic planning and goal-setting. Understanding what are the goals of financial managers can help individuals and businesses make informed decisions about financial planning and management. Here's what you need to know: https://lnkd.in/gmyVWzF6 #SmartAsset #FinancialAdvisors
What Does a Financial Manager Do?
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Q; How do I know which of my investments are better off in my IRA, Roth IRA or brokerage account? Tax treatment is the most important consideration when deciding where to keep your various investments. Read our new blog post to learn about asset allocation and how different investments create different tax liabilities 👉https://lnkd.in/gPkWAP9T #SmartAsset #FinancialAdvisors
Which Investments Are Better Off in My IRA vs. Roth IRA vs. Brokerage Account?
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