Smart Lead Apps

For Financial Advisors

Get to know your clients in a few clicks




Your Offer

There are a lot of services you can offer, but know what your client needs is the key.

Use Smart Lead App to understand where your client is financially, what they need and what they are looking for by offering a FREE Financial Assessment.

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The Reward

Your opportunity gets their free assessment with instant dynamic results. You collect the data to create the perfect recommendation based on their needs.

Message them automatically or personally and provide the perfect offer.


Unlimited Possibilities

Smart lead App has been designed to be added to your website, emails, social media, marketing and advertising.

Add as many Smart Lead Apps as you need to create as many leads as you need. All stored in the sales CRM. 

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Try Smart Lead App For Free:

(No contracts, no obligation, cancel at any time)

  1. Create your free guide 
  2. Share it everywhere 
  3. Collect prospects data 
  4. Offer the perfect solution for their needs

Smart Lead App provides you with all the tools you need to create perfect organic leads 24/7