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
Innovative Approaches to Estate Planning Attorney Marketing in the Digital Age
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Measuring Success: Key Metrics for Evaluating Preneed Marketing Campaigns
The Power of Storytelling: Using Narratives to Connect with Clients in Estate Planning Advertising
Maximize Your Book of Business Before AEP Starts: Smart Strategies for Medicare Agents
Avoid These Common Mistakes When Targeting Your Audience
Crafting a Comprehensive Estate Planning Marketing Strategy
5 Signs You’re Targeting the Wrong Audience
Informing and Empowering Consumers in Preneed Planning
What Financial Advisors Can Do To Secure and Retain Clients
The Ultimate Guide to Lead Generation: Fueling Growth Across Industries
