Case Study: Capitol Planning Group grows its client base with SmartAsset AMP

Capitol Planning Group converts 1 to 1.5 SmartAsset leads into clients each month

Capitol Planning Group, a financial advisory firm, sought to grow its business by connecting with qualified leads, particularly those nearing retirement. The firm's young advisor, TJ Tamura, turned to the vendor SmartAsset and its Advisor Marketing Platform (AMP) to generate a consistent stream of potential clients.

Using SmartAsset AMP, Tamura implemented a data-driven, education-focused outreach strategy. He targeted leads with specific asset levels and utilized automated follow-up tools to nurture prospects. This solution delivered significant results: Tamura converts an average of one to one-and-a-half SmartAsset leads into clients each month, achieving a three to three-and-a-half times return on his investment with the platform.

Capitol Planning Group