Case Study: Fortis Capital Advisors achieves steady lead generation and $8.6M in AUM with SmartAsset AMP

Fortis Capital Advisors closes $8.6M in AUM with SmartAsset

Fortis Capital Advisors, an independent advisory team, faced the significant challenge of generating consistent leads after launching their new boutique practice. Starting from scratch, they needed a reliable and scalable way to connect with qualified local prospects to grow their business. They turned to SmartAsset and its Advisor Marketing Platform (AMP) to address this need.

By leveraging SmartAsset's targeted local lead generation and utilizing the platform's tools—including outreach automation and a disciplined follow-up process—the firm achieved remarkable results. They report that roughly 70% of their business now comes from SmartAsset leads, which have translated into over $8.6 million in assets under management. This strategy has yielded a strong return on investment, estimated at $2.25 net for every dollar spent on the SmartAsset program.

Fortis Capital Advisors