Advisor Jetpack's current site describes a growth program: coaching plus campaign work. SmartAsset AMP's current site describes matched introductions plus contact tools. Confirm both against the quote in front of you.
A review score or a complaint record doesn't tell you whether someone will pick up, show up, or become a client. It also doesn't tell you what work your team still has to do after you pay.
Ask whether this quote is coaching and campaign help, introductions plus contact tools, or a mix. Match the current site and written proposal before you treat either label as the product.
A blog post is not a contract.
What are you actually buying?
Start with the written quote, not a label you heard on a sales call. It makes little sense to compare two prices until you know whether this quote is coaching and campaign help, introductions plus contact tools, or a mix.
Advisor Jetpack
Open Advisor Jetpack's current site and match it to the quote. The public page describes an end-to-end growth program, dedicated coaching, and campaign work. It also says pay-per-lead and pay-per-appointment are not how it prices.
Ask whether your quote is coaching, campaign work, or both. Then ask what a month of work looks like: what they do, what your staff does, how onboarding works, and how either of you can end the agreement.
The practical question: can you list the deliverables in plain language and show them to your compliance reviewer?
SmartAsset
Open SmartAsset AMP and match it to the quote. The public page describes matched introductions plus call, email, and tracking tools.
Ask how they match people, including location and the assets they want prospects to have. Ask whether your team will use the contact tools, or whether those overlap with software you already pay for.
The practical question: once a name arrives, who contacts that person, and what happens if they don't answer?
Ask both companies to show you the full path, from the form a person fills out to the information you receive. Then have them show you what happens when the person doesn't reply or the details are wrong.
If the real question is outbound email you control, see Cold Email for Financial Advisors. If the gap is follow-up with people who already know you, see Email Marketing for Financial Advisors.
How to read reviews and complaints
Don't treat a star rating as a business result.
Use four labels:
- Provider claim: what the company says it provides.
- Customer report: what one reviewer says happened to them.
- Complaint allegation: what a complainant says in a formal record.
- Written term: what your agreement actually says.
A review can describe one experience. It cannot tell you the average outcome. A marketing page can describe an offer. It cannot replace the contract. A complaint can show an allegation and a reply. It cannot prove every customer had the same problem.
Read current Advisor Jetpack reviews on Trustpilot. Use them to form questions: what was promised, what was delivered, how follow-up worked, and whether the reviewer would buy again. Don't treat the rating as independent proof that your firm will get the same result.
If you inspect BBB complaint records for SmartAsset, go in order. Read the allegation. Read the business reply. Note whether documents are shown or only descriptions. Ask whether the issue is price, delivery, permission to contact, sharing, or something else. Then compare that with the contract in front of you.
Don't convert a complaint count into a verdict. Don't call either company a scam, or a guaranteed source of clients, from reviews or complaints alone. The record tells you what to investigate before you sign.
What do Advisor Jetpack and SmartAsset cost?
Get a current written quote from both. You need the full cost and commitment before the comparison is useful.
Don't copy a dollar amount from an old article. Advisor Jetpack's current site asks you to get a price. SmartAsset AMP's public pages point you to a demo or quote rather than a complete dollar schedule. Request the complete schedule that applies to your account.
SmartAsset's guide to buying financial advisor leads is general reading from the company. It is not the fee schedule for your agreement.
Ask each vendor to answer these in writing:
- Is there a setup or onboarding fee, and what does it cover?
- What is the complete recurring fee, and what is left out?
- Is any advertising budget separate, and who controls it?
- What is the minimum term, how does renewal work, and how much notice is required?
- How does either party end the agreement, and when does billing stop?
- Are refunds or credits available, and what event triggers them?
- What exactly counts as a delivered lead, booked appointment, or qualified opportunity?
- Are inquiries shared with other firms?
- What permission to call, text, or email comes with the contact?
- Which events can you inspect, export, and match to your CRM?
Add staff time, CRM admin, review work, follow-up, and any separate media budget to the vendor fee. Financial Advisor Marketing Cost can help you think through those extra costs. Your decision still depends on the current written terms.
Look at what a meeting still costs you
A cheaper-looking fee can get expensive if your team spends hours chasing people who never meet with you.
Count the money you spend on the service and the time your team spends following up. Then divide that total by the meetings that actually happened.
Here's the math with made-up numbers.
Say vendor fees are $5,000. Follow-up takes 10 hours at $40 an hour, which is $400. Together that's $5,400. If 5 meetings actually happen, that's $1,080 per attended meeting.
These are invented figures, not either company's prices or results. Your numbers will differ.
Then keep going. How many of those meetings became clients? What did it cost to bring each client in? How long will their fees take to cover that cost, after the expense of serving them?
In this example, one new client would mean $5,400 in acquisition costs. No new clients would mean you spent $5,400 without winning business yet. The cost per meeting alone can't tell you whether the spend paid off.
Use the same definitions for both services. Count attended meetings the same way, include the same types of costs, and allow for the time between a first call and a signed client. Otherwise you're comparing two different things.
Don't treat a new client's assets as revenue, and don't treat revenue as profit. You still have to serve the client.
Who does the work after a name arrives?
Track five separate events: introductions, contact attempts, bookings, attended meetings, and next steps. Keep a separate count for each.
If the quote is coaching and campaign help, ask which tasks the provider performs and which tasks stay with your staff. If the quote is introductions plus contact tools, ask who contacts the person, in whose name, and how quickly.
Don't assume that paying for a lead makes it exclusive. Ask how many other advisors may receive the same person, and what that person was told before you got their details. If they're already comparing firms, your first conversation has to explain who you help and why the call is relevant.
Ask what you can export if you leave. Can your CRM keep the history, the source, and the next action? CRM for Financial Advisors is useful for that ownership question. It does not replace reading the vendor agreement.
Here is a made-up example. A firm has one person who can follow up the same day. Proposal A is written as coaching and campaign work. Most campaign work sits with the vendor, and that one person still has to take the conversations. Proposal B is written as introductions plus tools. Most of the calling sits in-house. Proposal B only fits if that person has hours for new names and for people who are not ready yet.
If nobody has time to follow up, fix that first. Buying more contacts doesn't give your team more hours in the day.
Before you sign, match reviews to the contract
Don't reuse a generic vendor checklist. For Advisor Jetpack versus SmartAsset, get these answers in writing.
What is this quote actually for? Ask whether you are buying coaching, campaign work, matched introductions plus contact tools, or a mix. Open the current site and match it to the proposal.
How do reviews and complaints relate to the contract? Read a customer review as one report. Read a complaint as an allegation plus the company's reply. Then check the written terms. Don't treat a rating or a complaint count as the agreement.
What counts as delivery? Ask what event you are paying for: coaching time, campaign work, a delivered name, a booked appointment, or something else. Get that definition in writing, including what happens if a contact is wrong or a meeting never happens.
Who follows up, and what can you inspect? Name the person on your team. Ask what you can export and match to your CRM if you leave.
If an answer is vague, get it in writing before you sign. An unclear term does not get clearer on the invoice.
Which quote should you inspect first?
Look more closely at Advisor Jetpack if the current site and written proposal show a growth program with coaching and campaign help, and you can get the scope, fees, and deliverables in writing.
Ask them to walk through one month of work: what they do, what your team does, and how you'll tell whether it's working.
Look more closely at SmartAsset if the current AMP quote is matched introductions plus contact tools, and you're ready to run follow-up or will actually use the tools in the quote.
Ask for a walkthrough of one introduction, from the form the person fills out to the information you receive.
These are starting points for your decision. We haven't run a head-to-head test of the two services, so I can't honestly tell you one will produce better clients for your firm.
What if you want people coming directly to your firm?
There's another option worth understanding: build a way for prospects to find your firm, learn why they might work with you, and apply for a conversation.
That's what we work on at OJay Media. We build the website pages, ads, qualification questions, and follow-up around your firm, under your name.
The aim is for people to understand what you do before they speak with you. Building this still takes time, money, testing, and follow-up. A website that makes the next step obvious is part of that, not the whole job.
You can compare that investment with buying introductions or a growth program, or use more than one approach. What matters is knowing what you own, what you're paying for, and whether it brings in clients at a cost your business can support.
OJay Media offers this kind of marketing service, so we have a commercial interest in this alternative. It isn't the same product as Advisor Jetpack or SmartAsset.
If you want to see how we'd build this around your firm, schedule a Growth Advisory Call or apply to work with OJay. See how our process works, then decide whether a conversation makes sense.
A few common questions
Is Advisor Jetpack legit?
A website and customer-submitted reviews do not, by themselves, prove legitimacy, typical results, or fit for your firm. Review the current contract, scope, pricing, data terms, and references before you decide. Have your compliance reviewer look at any claims you might repeat.
How much does Advisor Jetpack cost?
Don't reuse a price from an old comparison. Ask for the full written fee schedule, including setup charges, recurring charges, any separate ad spend, term, cancellation, refunds, and exclusions.
Is Advisor Jetpack better than SmartAsset?
Not as a universal answer. Their current sites describe different kinds of help. The better fit depends on what the quote in front of you actually includes, who follows up, what you can inspect, what you can pay, and what your reviewer will approve. Compare current written terms instead of picking a winner from a blog post.
What should I ask both sales teams?
Ask them to walk you through one person from beginning to end: what the person was told, how their information was checked, who else gets it, what you receive, the full cost, and what happens when the details are wrong or it's a duplicate.
If you reuse reviews, ratings, or ads in your own marketing, have your firm's authorized reviewer check them first. The SEC investment adviser marketing guide and FINRA Rule 2210 are documents for that reviewer. This article is not legal or compliance advice, and it does not mean any service is approved.
Related reading
- Best Marketing Agency for Financial Advisors
- Cold Email for Financial Advisors
- Financial Advisor Marketing Cost
- Browse the blog
OJay Media is a marketing agency for wealth advisors. This page is for advisory firms comparing vendors. It is not investment, legal, or compliance advice. Have your reviewer approve your own materials before you use them.
About Oliwer Jonsson
Oliwer helps financial advisors build the pages, ads, and follow-up they use to find new clients.