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Prospecting for clients the ‘old-fashioned way’
Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches.
SmartAsset raises $110 million in Series D funding
The advice site that provides leads to advisers is now valued at $1 billion-plus.
LPL Financial taps SmartAsset for investor prospecting
SmartAsset, with a reach of more than 100 million consumers, matches qualified investors who are searching for financial advice.
