WealthMgmt: SmartAsset Reaches Unicorn Status

September 1, 2021
Thomas Kopelman

For others, converting leads with SmartAsset isn't so easy. “You end up paying for leads that know nothing about you, so retentions and closing rates are way lower,” said Thomas Kopelman, a financial advisor at RLS Wealth, in Fishers, Ind. His firm manages $55.6 million in assets and has found that creating its own content and marketing material produces better results among clients who are primarily under 40—his target market.

Kopelman uses a long-term marketing approach of “dripping” original marketing on potential clients for months to years, which ends up being more cost-effective, he explained. “When they need help, they’ll turn to you.”

Read the full article here

📱 (815) 978-2703

📨 hello@allstreetwealth.com


Locations:
📍Kansas City, MO
📍Indianapo
lis, IN


🖥 Virtually serving clients nationwide

The firm is a registered investment adviser with the state of Missouri and Indiana, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

Copyright 2022. Made with 🖤 by Converting Attention
All Rights Reserved.