Plan Smarter with Hub – The Central Engine Driving Your Financial Practice’s Growth
Your Central Command for Growth-Focused Events
Hub is the go-to event management platform for financial advisors who want to attract prospects, deepen client relationships, and grow their practice. More than just an event tool, Hub brings CRM-like insights into your outreach, connecting marketing campaigns, appointment data, and engagement metrics in one seamless platform.
Whether you're looking for the best CRM for financial advisors, powerful financial advisor software, or a smarter way to run client-facing events, Hub delivers performance you can measure and results you can trust.
Why Advisors Choose Hub
Optimized for Financial Professionals
Designed to integrate seamlessly with your CRM system, including Salesforce, Redtail, and more
Event-Driven CRM Functionality
Capture and manage leads through seminars, webinars, and educational workshops
Practice Management Made Simple
Automate follow-ups, track attendance, and measure ROI effortlessly
All-in-One Engagement Platform
Combine event logistics, analytics, and lead nurturing in one place
Built for Real Growth
Convert prospects to clients faster with actionable data and proven strategies
Power Your Practice with Nearly 30 Years of Expertise
Backed by the marketing powerhouse LeadingResponse, Hub gives financial advisors the tools they need to run high-converting events – and the insight to turn attendees into loyal clients. From financial advisor tools to integrated event analytics, Hub helps you improve efficiency and drive client acquisition.
Results That Speak for Themselves
6.4 Million Appointments For Our Financial Advisors
Million
Connecting 1.9 Million Consumers with Financial Advisors Yearly
Million
Resulting in Over $117 Billion in Revenue
Billion
Take It From Our Clients
Client Testimonials
Ready to Learn More?
Resource Center
We’ve included additional information on our multichannel marketing, lead generation tips and tricks, case studies, and handbooks below for download.
Resource Center
We’ve included additional information on our multichannel marketing, lead generation tips and tricks, case studies, and handbooks below for download.
Podcast
Breakthrough Results Podcast: Join our team of marketing experts discuss marketing opportunities and solutions that you might not have considered.
Podcast
Breakthrough Results Podcast: Join our team of marketing experts discuss marketing opportunities and solutions that you might not have considered.
Client Testimonials
We have worked with thousands of clients, like you, and we believe strongly that we serve as an extension to their business.
Client Testimonials
We have worked with thousands of clients, like you, and we believe strongly that we serve as an extension to their business.
Latest Blog Posts
Live Events are Back and Better Than Ever.
Why Financial Advisors Are Scrapping Cold Calling for Seminars
Why Responder Data is the Key to Successful Event Marketing
5 Ways Businesses Lose Trust (and How to Avoid Them)
Next Steps to Strengthening Trust: A Guide for Small Business Success
Why Do So Many Financial Advisors Fail?
Helping Gen Z Prepare for Financial Emergencies
Medicare Marketing Tactics to Drive Qualified Leads for AEP
Why Trust Is the Most Valuable Currency in Business
If you’re a small business owner focused on long-term growth, understanding why trust is important should be central to your strategy.
Why Emotional Intelligence Matters More Than Ever for Financial Advisors
Medicare Compliance Check: What’s New for This AEP?
