![]() Live Connections reduces advisors’ marketing burden by eliminating the time they spend prospecting, contacting and following up with consumers. Exclusively available to advisors on SmartAsset’s SmartAdvisor platform, Live Connections delivers high-intent, validated consumer prospects via a warm phone transfer to RIAs and firms that meets today’s on-demand economy. ![]() Partnering with SmartAdvisor is another way we can provide best-in-class service to our Advisors across the country.”īCM Independent Advisor Representatives will also have the opportunity to utilize SmartAsset’s ‘Live Connections’ service. “One of the ways to do that is with consistent lead generation. “Our singular goal at Brookstone has always been to help our network of Advisors grow their businesses,” says Darryl Ronconi, President at Brookstone Capital Management. “By leveraging our industry-proven SmartAdvisor platform, BCM-affiliated advisors now have access to the leading consumer prospecting and AUM-driving growth machine in America.” “It’s really great to have Brookstone Capital Management as a national partner and our team is looking forward to facilitating their client acquisition growth through SmartAdvisor,” says Dave Frisone, Chief Revenue Officer, SmartAsset. ![]() ![]() BCM’s network of 1,000+ independent financial advisors doing business in all 50 states can now utilize SmartAsset’s SmartAdvisor platform to augment customer acquisition operations. NEW YORK–(BUSINESS WIRE)– #Brookstone- SmartAsset, the largest independent marketplace connecting consumers to financial advisors, and Brookstone Capital Management (BCM), a leading SEC-Registered Investment Advisory (RIA) firm providing fee-based asset management services, today announced a strategic partnership to bolster the marketing solutions that BCM Independent Advisor Representatives have access to. ![]()
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