94,000+
leads delivered*
$1.5+ billion
total assets in pipeline*
$220+ million
total assets added, and growing daily*
$6.5+ million
average assets in pipeline per advisor*
Get high-intent, qualified leads delivered straight to your advisors' inboxes from SmartAsset. To maximize their potential and close more new clients, they can opt for live phone introductions to leads.
Fill your next workshop or seminar with motivated, high-quality leads through LeadJig. Advanced targeting ensures you're connecting with the right audience, increasing attendance and engagement.
Simplify seminar prospecting with White Glove’s “done for you” marketing approach. From promotion to registration, every detail is covered so your advisors can focus on delivering value to potential clients.
“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.