Case Study: Concenture Wealth Management achieves ~$50M AUM growth with SmartAsset AMP

Concenture Wealth Management adds $50M AUM with SmartAsset

Concenture Wealth Management, a financial advisory firm founded by Robert Gilliland, faced the challenge of finding effective modern marketing strategies to grow its assets under management. The firm sought to move beyond traditional and costly methods like seminars. They partnered with SmartAsset and utilized its AMP platform to generate and manage high-quality leads.

Using SmartAsset AMP, Concenture implemented a systematic and persistent process for engaging leads through automated and personalized communication. This solution allowed them to efficiently connect with their target demographic of pre-retirees. As a result, SmartAsset helped Concenture add an estimated $50 million in assets under management over three years, establishing the platform as the firm's primary and highly successful marketing channel.

Concenture Wealth Management