Kestra Builds an In-House Lead Engine to Disrupt the Advisor Market

Tue, 24 Jun 2025 00:00:00 -0400
B2 Awards

To reduce dependency on third-party lead sources, Kestra Financial launched a two-year campaign to raise awareness and drive conversions among independent financial advisors. Through insight-driven targeting, lead scoring, and more than 35 custom lead magnets, Kestra grew its lead pipeline while lowering overall costs.