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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

advisor-marketing

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Company
SmartAsset’s real business begins after the calculator
Fintech · Marketplace · Saas

SmartAsset’s real business begins after the calculator

Millions arrive with a money question. SmartAsset turns some of those questions into introductions to financial advisors - then sells the software to keep the conversation going.

financial-advisor-matching · personal-financeRead →
Company
FMG Turned the Compliance Headache Into a Marketing Machine
Fintech · Saas · Enterprise

FMG Turned the Compliance Headache Into a Marketing Machine

Financial advisors are supposed to market constantly and phrase everything carefully. FMG built a business by making those two demands coexist - then bought the missing pieces.

advisor-marketing · financial-advisorsRead →