LeadEngine

Fill your pipeline with leads.

Let us find your next client

LeadEngine, our proprietary solution powered by SmartAsset, not only sends high-intent, qualified local leads directly to you—we also ensure your marketing is optimized to entice those leads. And even reimburse up to 100% of program costs.

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LeadEngine gets results

94,000+

94,000+

leads delivered

$1.5+ billion

$1.5+ billion

total assets in pipeline

$220+ million

$220+ million

total advisory assets added, and growing daily

$6.5+ million

$6.5+ million

average assets in pipeline per advisor

LeadEngine delivers more than just leads

Business man demonstrating LeadEngine functionality with laptop

Customize LeadEngine to your business goals, choosing your desired asset tiers, geographic target area, and monthly budget.

All leads sent to you are individually verified and qualified to fit your criteria.

Increase conversions with an optional warm transfer of leads by phone, so they can experience your value right from the start.

Turbocharge your pipeline

“In four months with LeadEngine, I have three new clients and over $1M in assets closed with another $1.5M in pipeline.”

Michael Argiro

Michael Argiro

4T Financial

“I wish I did this 20 years ago! In just two years, I've raised $30 million new assets and had a larger pipeline than ever.”

Chad Coe

Chad Coe

Coe Financial Group

“LeadEngine opens the door for you to close the deal. You might not win a meeting right away, but if you add them into your marketing system, it increases your odds.”

Michael Oana

Michael Oana

Michael Oana Retirement Planning Specialist

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Performance results for Cetera financial professionals using LeadEngine as of July 2024.