Marketing Automation for Financial Advisors

Streamline your lead capture, nurture prospects, and grow your advisory firm with LeadCenter’s all-in-one marketing automation platform.

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Trusted by advisors nationwide

Leadcenter Replaces All These Tools

	Replaces	Other Tools (per user)
CRM & Pipeline Management		$99/month
Calendar & Scheduling		$20/month
Event Management		$405/month
VOIP & Call Tracking		$50/month
Client Data Gathering & Onboarding		$89/month
Email Marketing		$99/month
SMS Marketing		$99/month
Business Intelligence/Metrics		$600/month
Form Builder		$149/month
Website & Landing Page Builder		$149/month
Workflow Automation		Unique to LeadCenter
	Save over	$21,108/year	Book a Free Demo

Get Started - it's free

14 days Free! - No credit card required.

Automated Lead Capture & Tracking

Never miss a lead with multi-channel capture — website forms, landing pages, virtual phone numbers, and text-in keywords automatically log every prospect. Track their journey and know exactly how they found you.

Personalized Email Marketing

Create targeted email campaigns designed specifically for financial advisory clients. Use mail merge personalization and schedule campaigns ahead to nurture prospects and boost conversion rates.

Text Message Marketing & Text-In Keywords

Reach your leads where they are — on their phones. Send automated, personalized text messages, and let prospects engage instantly by texting specific keywords to your virtual numbers. This two-way communication speeds up lead qualification and appointment bookings.

Event & Webinar Management

Host impactful events and webinars with ease. Build custom registration pages, automate invitations and reminders, and capture attendee data — all integrated into your CRM.

Leverage All Your Lead Channels in One Place

Whether your leads come from YouTube ads, Google campaigns, direct mailers, seminars, or trusted referral marketplaces like SmartAsset and DaveRamsey, LeadCenter captures and tracks every lead automatically. No more juggling multiple tools or manual data entry — bring your leads together and automate your follow-ups seamlessly.

Why Financial Advisors Choose LeadCenter

Save Time & Reduce Manual Work

Automate repetitive marketing tasks so your team can focus on building client relationships.

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Actionable Campaign Analytics

Get clear reports on email opens, clicks, call tracking, and event engagement to optimize your marketing.

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Tailored Client Journeys

Create customized workflows that nurture leads based on their behavior and preferences.

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Built for Financial Advisor Compliance

Enjoy marketing automation with data security and compliance designed for your industry.

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Integrate Seamlessly with Your Favorite Tools

Financial Seminar Services

Financial Seminar Services

How Oak Harvest Scaled to $1B AUM with LeadCenter

“Over the past four years, we have partnered with LeadCenter to expand its platform, ensuring it supports the entire lifecycle of our client journey. Today, we use LeadCenter to automate marketing, sales, operations, and reporting at Oak Harvest Financial Group.”
— Troy Sharpe, CEO and Founder, Oak Harvest Financial Group

✅ Increase revenue through a higher conversion rate of sales to business.
✅ Reduce no-show rates for appointments and seminars.
✅ Track key performance indicators (KPIs) in real-time.
✅ Lower operational costs by reducing administrative workload for data entry and report preparation.
✅ Reduce technology costs by using an integrated platform, eliminating the need for additional tools and integrations.

Read the Full Case Study

Integrate Seamlessly with Your Favorite Tools

Financial Seminar Services

Financial Seminar Services

Thousands of users love LeadCenter

Leadcenter.ai has been a valuable asset for our firm. The customizable pipeline, powerful automation tools, in-depth reporting, and integrated event management significantly improve my workflow and provide valuable insights into my marketing efforts. If you're looking for a comprehensive CRM that can adapt to your specific needs and deliver actionable data, Leadcenter.ai is definitely worth a closer look.
Megan S.
Marketing Director
Our team loves Leadcenter and their team has been such a breath of fresh air when it comes to CRMs/Marketing/everything! Leadcenter really took the whole picture of Marketing to Acquisition to Onboarding to Nurturing and supercharged it with all of their features. I love the automations/workflows and the email/text features that come with events and appointments and just day to day.
Patricia H.
Marketing Executive

Leadcenter.ai has been a valuable asset for our firm. The customizable pipeline, powerful automation tools, in-depth reporting, and integrated event management significantly improve my workflow and provide valuable insights into my marketing efforts. If you're looking for a comprehensive CRM that can adapt to your specific needs and deliver actionable data, Leadcenter.ai is definitely worth a closer look.
Megan Scheff
Marketing Director
Our team loves Leadcenter and their team has been such a breath of fresh air when it comes to CRMs/Marketing/everything! Leadcenter really took the whole picture of Marketing to Acquisition to Onboarding to Nurturing and supercharged it with all of their features. I love the automations/workflows and the email/text features that come with events and appointments and just day to day.
Patricia H.
Marketing Executive

Ready to Empower Your Marketing Team?

Simplify lead management, automate campaigns, and boost conversion rates with LeadCenter — the marketing automation platform built for financial advisors.

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