LeadEngine

Fill your pipeline with leads.

Let us help you find new clients

LeadEngine, our proprietary solution powered by SmartAsset, brings you high-intent, qualified local leads. Plus, we’ll reimburse up to 100% of program costs and provide outreach strategies to help your advisors stay connected to prospects.

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LeadEngine gets results

68,000+

68,000+

leads delivered

$1.5+ billion

$1.5+ billion

total assets in pipeline

$190+ million

$190+ million

total advisory assets added, and growing daily

$5.8+ million

$5.8+ million

average assets in pipeline per advisor

LeadEngine delivers more than just leads

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Customize LeadEngine to amplify your own prospecting, choosing desired asset tiers, geographic target area, and monthly budget.

All leads are individually verified and qualified to fit your program’s criteria.

Increase conversions with an optional warm transfer of leads by phone, so they can experience your program’s 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

Win over prospects more easily with MarketingCentral

A Cetera exclusive: our automated campaigns and personalized cross-channel marketing strategies help your advisors engage leads throughout the prospecting process.

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