Advanced Agent Marketing vs SmartAsset
Updated November 4, 2026.
SmartAsset sells consumer referrals and follow-up tools to fiduciary advisors. We sell booked annuity appointments to financial advisors and insurance agents. Both are ways to meet new people. SmartAsset pages were read on November 4, 2026.
What each company says it is
Jet Financial Group, Inc. operates us from Kalispell, Montana: 1001 S Main St, Ste 4101, Kalispell, MT 59901. We sell a Zoom with a prospect who was screened and shown a short video class. You start at a qualification form. We do not publish dollar prices. The meeting is defined on annuity appointments.
SmartAsset's current advisor product, on get.smartasset.com, is the Advisor Marketing Platform, called AMP. That page says AMP matches fiduciary advisors with investors and includes outreach tools. A separate SmartAsset page, How Smart Advisor and Deft Sales work together, still uses the name SmartAdvisor for the in-house team that validates leads. This comparison treats SmartAdvisor as that published name and AMP as the subscription described on the pages read on November 4, 2026.
SmartAsset's important disclosures say SmartAsset Advisors LLC refers users to third-party advisers who are registered as fiduciaries, and that SmartAsset is paid by those advisers. The same disclosure says the fee can be cost per lead, a portion of the ongoing fees an advisor charges the consumer, or a subscription through AMP. SmartAsset says it does not manage client funds or hold custody of assets.
AMP is not described on those pages as an annuity appointment. The AMP review page says advisors book meetings and that AMP is not a guarantee of clients.
| Topic | Advanced Agent Marketing | SmartAsset |
|---|---|---|
| What you receive | A booked Zoom, preset before you dial. See annuity appointments. The buyer is a financial advisor or insurance agent, not a consumer shopping a personal quote. The advisor guide is written for that buyer. | Consumer referrals, plus tools to call, email, text, and track them. get.smartasset.com says you book the meetings. Live Connections are phone introductions from SmartAsset's concierge team, described on the AMP marketing page. A preset annuity Zoom is not what those pages describe. |
| Published price | Our tiers are minimum asset ranges. Gold is $250,000 to $1 million. Platinum is $1 million to $2 million. Diamond is $2 million to $5 million. Black is $5 million to $10 million and above. A qualified prospect has at least that tier's minimum, in money that can move within 90 days. The higher the assets, the higher the tier. Every tier is the same booked Zoom, with the same short video class and the same setter. We do not publish a separate feature list or an appointment count for each tier. We do not publish dollar prices. Pricing shared on a call. | Not published as a rate card. The AMP review page says pricing is based on target asset tiers and desired monthly consumer referral volume, and that a team member walks through plans. The AMP marketing page says the subscription is semi-annual or annual and billed every month. That page lists annual referral caps of up to 120, up to 276, and up to 540, and it names an Accelerate tier. It does not print a dollar price for those caps. |
| Who else gets this person | No one-advisor exclusivity rule published. | Not published as exclusive to one advisor. The AMP review page says some investors may forget that more than one advisor may reach out, and that the questionnaire discloses this. The fee disclosure describes referral fees paid by each matched advisor. It does not say a match goes to only one advisor. |
| Prospect criteria they publish | We require $250,000 or more in movable retirement savings, excluding real estate. Qualified money is movable within 90 days. We do not publish an age band. Our ads focus on fixed and fixed indexed annuities. | get.smartasset.com says the 2025 average investable assets figure is $1.26 million, excluding consumers reporting under $25,000, using the midpoint of self-reported tiers. The same page says 67% currently have no advisor, 87% are nearing retirement or retired, and 62% are open to a remote advisor, as 2025 averages. Advisors can target asset tiers and geography. One tier on the AMP marketing page is described as consumers with over $1 million. A single minimum for every referral is not published. The service is for fiduciary advisors, not a general insurance-agent lead file. |
| What happens before you meet | A short survey, a free annuity masterclass of short videos, and a setter who positions you. We cannot guarantee every video is watched. | Investors complete a questionnaire. get.smartasset.com describes a survey and a concierge validation, then a referral to the advisor. Nurture emails, texts, and call reminders are part of AMP. A video class about annuities, taught before a booked Zoom, is not described on the pages read. |
| Contract and minimums | There is no long-term contract, no retainer, and no monthly minimum. We do not publish a minimum order. Optional CRM, follow-up tools, and done-for-you follow-up are separate, and we do not price them. | A six- or twelve-month subscription, billed monthly, is what the AMP marketing page describes. A minimum order in the sense of a per-lead pack is not the unit on that page. The referral caps above are annual plan sizes, not a published per-name price. |
How to read the table
The useful difference is the unit. SmartAsset's pages describe a referral you still contact, with software to help you do that. We sell a Zoom that is already booked. The annuity leads guide is the longer version of that difference. Putting a subscription next to a pay-per-show quote does not tell you which invoice is higher, because we do not publish our dollar price.
SmartAsset's 2025 AUM estimate on get.smartasset.com assumes a 3% close rate in the footnote. That is an assumption in their calculation, not a close rate we will assign to your book. Our average close rate is around 30%, and the sale is not guaranteed. Those two sentences use different definitions.
Named client stories on SmartAsset's pages are labeled as individual experiences, and some interviewees were compensated. Our case studies are individual stories too. Neither set is a forecast.
If you want the Advanced Agent Marketing description
- You want a Zoom about fixed or fixed indexed annuities, with a video class and a setter before you join.
- You sell as an insurance agent or advisor and you do not need the fiduciary-only matching rule SmartAsset publishes.
If you want the SmartAsset description
- You are a fiduciary advisor and you want consumer referrals matched by geography and investable-asset tier, which is what AMP's pages describe.
- You want their live phone introduction and the calling, text, and email tools included in the subscription.
- A six- or twelve-month subscription, with volume chosen by referral cap, fits how you want to buy. Their pages do not print the dollar price.
Questions
Is SmartAdvisor the same product as AMP?
SmartAsset's DeftSales page still says SmartAdvisor has an in-house concierge team that validates leads. The advisor product described on get.smartasset.com in November 2026 is AMP, a subscription that includes referrals and outreach tools. Ask SmartAsset which name is on the agreement you would sign.
Does either company guarantee a client?
No. AMP's review page says it is not a guarantee of clients. Our sale is not guaranteed either.
Are SmartAsset referrals exclusive?
Their review page says more than one advisor may reach out, and that the questionnaire discloses it. Read the agreement.
Which one should I buy?
We do not choose for you. Use the fit lists, then read the linked pages. The qualification form is only for us.
Sources
- SmartAsset AMP
- SmartAsset AMP marketing page
- SmartAsset AMP review page
- SmartAsset important disclosures
- SmartAdvisor and DeftSales
Advanced Agent Marketing pages used above include How It Works, the appointments guide, the pay-per-show guide, the cost guide, the pay-per-show model page, and the qualification form.
Get the Advanced Agent Marketing quote
SmartAsset's site is where you talk to SmartAsset. This form is only for Advanced Agent Marketing.
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