LeadEngine

Fill your pipeline with leads.

Turn prospects into clients with ease

LeadEngine powers your program with solutions designed to attract and engage motivated prospects. Whether you’re hosting impactful events or receiving high-intent leads directly, it keeps your pipeline full and your momentum strong—with up to 100% cost reimbursement to support your success.

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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 assets added, and growing daily*

$6.5+ million

$6.5+ million

average assets in pipeline per advisor*

Your pipeline. Unlimited possibilities.

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.

See what your peers have to say

“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 saves time, focuses energy, and is the equivalent of modern-day networking. Participating in this program is a clear winner!”

Evan Guido

Evan Guido

Avantax

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.

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*Performance results for Cetera financial professionals using LeadEngine as of January 2025.