Case Study: Essex achieves $14M in reported AUM growth with SmartAsset

Essex adds $14M in reported AUM with SmartAsset

Essex, a financial advisory firm, faced challenges in generating new client leads through traditional networking methods, especially during the COVID-19 pandemic. To address this, they partnered with the vendor SmartAsset and began using its online lead generation platform, SmartAsset AMP, to find and connect with new prospects.

By implementing a consistent and persistent approach to following up with leads, even after long periods of inactivity, Essex achieved significant growth. The solution from SmartAsset helped them add approximately $14 million in reported assets under management (AUM). The firm attributes this success directly to the platform and their disciplined strategy, noting a strong return on investment and a robust pipeline for future growth.

Essex