Case Study: Financial Growth Partners grows retirement-focused lead generation and ROI with SmartAsset

Financial Growth Partners drives 3.6% close rate with SmartAsset

Financial Growth Partners, a financial advisory firm, faced the challenge of generating new client leads after relocating to a smaller market where their traditional referral-based network was limited. Lee Fortenberry, a managing director at the firm, needed a new marketing strategy to connect with potential clients, specifically those nearing retirement. To address this, the firm began using the SmartAsset platform for lead generation.

By implementing SmartAsset's lead generation service, the advisor received a consistent flow of prospects. The solution emphasized persistent follow-up and tailored communication, converting leads into clients over a longer sales cycle. As a result, SmartAsset helped the advisor acquire 11 new clients and several open opportunities within 15 months, achieving a positive return on investment in the first year and significantly growing assets under management.

Financial Growth Partners