94,000+
leads delivered*
$1.5+ billion
total assets in pipeline*
$220+ million
total advisory assets added, and growing daily*
$6.5+ million
average assets in pipeline per advisor*
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“In four months with LeadEngine, I have three new clients and over $1M in assets closed with another $1.5M in pipeline.”
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
Coe Financial Group
“LeadEngine saves time, focuses energy, and is the equivalent of modern-day networking. Participating in this program is a clear winner!”
Evan Guido
Avantax
*Performance results for Cetera financial professionals using LeadEngine as of January 2025.