What got built this year, what it's for, and where your next client is coming from.
Matthew Simmonds · Signature Financial Solutions
Before anything else · the Advisors Hub
Your hub, re-introduced
advisors.sfsfirm.com is where SFS puts everything you need in one place: events, marketing, operations, client tools, the Fun Zone, and the partners who make weeks like this one happen. Same login you used for the agenda.
Preferred Partners 2026 · the sponsors of this retreat
The people who made this week possible
Advisors Hub · Preferred Partners page
How to find them
Hub menu → Preferred Partners. Jump links at the top take you to any sponsor. Every card has a Materials / Documents button (their Box folder), their website, and their wholesaler's name, region, phone, and email. Tap a number on your phone and it dials.
Before they call you, before a referral calls you, they typed the question into an AI assistant. Social Security timing. RMDs. "Do I need a will." The answer was confident, free, and not about them.
The referral question
Referrals still work. They just don't compound.
Referrals skew to your current clients' age.
Their friends are in the same decade, the same drawdown phase.
Attrition is quiet and constant.
Moves, deaths, RMD-era withdrawals. You don't notice it quarter to quarter.
A referral still Googles you first.
The intro gets you the search. The website gets you the call.
The frame for the next 30 minutes
Findable. Human. Easy to start.
Everything we built this year does one of those three jobs. Here's the path a prospect actually walks, and what SFS put at each step.
Stage 1 of 4
Get found
If they can't find you, nothing else on this list matters. Websites, search, and the compliance work that lets both exist.
1 Get found2 Earn trust3 Start a conversation4 Stay top of mind
Get found · SFSfirm.com
BeforeAfter
Who has thisSignature Financial Solutions
1 Get found2 Earn trust3 Start a conversation4 Stay top of mind
Get found · Platinum Financial Group
BeforeAfter
Who has thisPlatinum Financial Group
1 Get found2 Earn trust3 Start a conversation4 Stay top of mind
Get found · Platinum team page
BeforeAfter
Who has thisPlatinum Financial Group
1 Get found2 Earn trust3 Start a conversation4 Stay top of mind
Get found · Foresight Wealth Solutions
The new Foresight site
Kevin, Shannon, and Gina's rebuild, live as a private preview. New structure, new copy, the calculators this room saw earlier started here. Team page and value one-pager follow this fall.
1 Get found2 Earn trust3 Start a conversation4 Stay top of mind
Get found · the part you never see
77 pages through AdTrax. You never saw a red line.
46
site pages submitted as PDFs, FINRA 2210 language built in, reviewer notes answered.
31
blog articles audited and updated to 2026 figures: 401(k) limits, IRA catch-ups, Medicare premiums, IRMAA.
1
disclosure per page, Osaic Wealth bold where it has to be, Form CRS linked. Every page, every time.
Who has thisevery firm in this room
1 Get found2 Earn trust3 Start a conversation4 Stay top of mind
Get found · search entry points
Financial calculators
People search for "retirement calculator" long before they search for an advisor. Two interactive tools on SFSfirm.com, built to be the first useful thing they find.
Who has thisSignature Financial SolutionsPlatinum Financial GroupOnCourse Wealth Management
1 Get found2 Earn trust3 Start a conversation4 Stay top of mind
Earn trust · words
Bios that sound like a person
The usual
"John is a seasoned financial professional dedicated to delivering comprehensive, client-centric solutions that empower individuals and families to achieve their long-term financial goals."
What we write instead
"If you call the office, there's a good chance John is who you'll talk to. He's been doing this for twenty years, still answers his own email, and will tell you when a question is above his pay grade."
Same person. One of these gets a phone call.
1 Get found2 Earn trust3 Start a conversation4 Stay top of mind
Earn trust · words · First Responders Financial
Before · the Word documentAfter · approved one-pager, AdTrax 8973035
Who has thisFirst Responders Financial
1 Get found2 Earn trust3 Start a conversation4 Stay top of mind
Earn trust · voices
Short video, real advisors
"What Are RMDs"
Rob, two minutes, one question, captioned for the feed.
"Gold as an Investment"
Xavier, same format. Recorded in one sitting with a dozen others.
SFS YouTube channel
Home for the clips; each one also embeds on the matching site page. In compliance review now.
Who has thisSignature Financial SolutionsNextvideo days for any firm here
1 Get found2 Earn trust3 Start a conversation4 Stay top of mind
Earn trust · print · Foresight
BeforeAfter
Who has thisForesight Wealth SolutionsApprovedAdTrax 8811924
1 Get found2 Earn trust3 Start a conversation4 Stay top of mind
Earn trust · leave-behinds
The Team and The Plan
Who has thisSignature Financial SolutionsOnCourse Wealth ManagementNextyour firm's version
1 Get found2 Earn trust3 Start a conversation4 Stay top of mind
Earn trust · brands, not just pages
When the name needs to carry itself
MyStages
SFS's own consumer brand: quiz, checkup, articles, advisor match. Yours to plug into.
The Signature Plan
A named process with its own site, so the plan is the product, not the meeting.
Side brands
Coach Kit Co, Toolbox Marketing Co, Bay Trotter: logos, sites, and voices built from scratch.
1 Get found2 Earn trust3 Start a conversation4 Stay top of mind
Earn trust · the short version
Human beats generic.
A real face, a real voice, a sentence only you would say. That's the whole strategy for this stage, and it is the one thing the chatbot cannot do.
Stage 3 of 4
Start a conversation
They trust you enough to take one small step. Every one of these is a small step that ends in your inbox or your calendar.
1 Get found2 Earn trust3 Start a conversation4 Stay top of mind
Start a conversation · MyStages
The MyStages quiz
Sixty seconds, a handful of questions, and it lands in Wealthbox as a tagged lead with the life stage they picked. No PDF, no "download our brochure."
Who has thisSignature Financial SolutionsMyStages (Find an Advisor)
1 Get found2 Earn trust3 Start a conversation4 Stay top of mind
Start a conversation · the guide
Free retirement guide
The landing page for "7 Critical Mistakes." A short form feeds Wealthbox, the PDF arrives by email, and you get a warm name with a reason to follow up. More on this at the end.
Who has thisSignature Financial SolutionsNextco-branded for your firm
Stage 4 of 4
Stay top of mind
Most people aren't ready the day they find you. This is what keeps you in the room until they are.
1 Get found2 Earn trust3 Start a conversation4 Stay top of mind
Stay top of mind · content
The blog library
Thirty-one articles, every dollar figure checked against 2026 limits, one article retired because its moment passed. Current content is what search engines and clients both trust.
1 Get found2 Earn trust3 Start a conversation4 Stay top of mind
Stay top of mind · cadence
What keeps going out
MyStages articles
A steady drip of life-stage content, written for the reader, approved before it posts.
Video clips
Two minutes, one question, posted to the channel and embedded on the matching page.
Follow-up that fits
Guide downloaders and quiz takers get the next useful thing, not a newsletter blast.
Available toevery firm in this room
1 Get found2 Earn trust3 Start a conversation4 Stay top of mind
Stay top of mind · for you
The advisors hub
You're on it right now. The Premier Partners page, the agenda you opened from my email, Bat Bev's phone number, the Box folders. Built the same way we build your client-facing pages.
1 Get found2 Earn trust3 Start a conversation4 Stay top of mind
Stay top of mind · for you
Preferred Partners directory
Every sponsor in this room, their wholesaler, their phone, their Box folder, one page. Jump links at the top. Updated this week with Bev's latest contacts.
We use it every day to build what you just saw. The one place it never gets the last word is the sentence your client reads.
AI as a tool · how we actually use it
Where it earns its keep
Homework
Pulling the 2026 IRS tables, Medicare premiums, IRMAA brackets, and checking thirty-one articles against them in an afternoon.
Building
The calculators, the countdown on the Premier page, the verification scripts that caught the overflow in the header last week. This deck.
First drafts
A structure to react to, never the thing that ships. Every bio, email, and ad gets rewritten by a person before anyone sees it.
AI as a tool · where it stops
The same email, twice
The draft the machine wrote
"I hope this email finds you well! I wanted to reach out and touch base regarding your upcoming retirement planning review. I'm excited to explore strategies that align with your evolving goals. Please don't hesitate to let me know if you have any questions!"
What actually gets sent
"Hi Dan, our review is the 12th at 10. Bring the pension letter if it's arrived; if it hasn't, that's the first thing we'll chase. Coffee's on me this time. Rob"
Your clients can tell. So can their kids, who read the email for them.
AI as a tool · the tells
If it has these, they know
"I hope this finds you well" · "reach out" · "touch base" · "excited to" · "seamless" · "stands as a testament" · "in today's ever-changing landscape" · "don't hesitate to"
Three of everything · every sentence the same length · a dash in every paragraph · "It's not just X, it's Y" · an "-ing" tail on every claim · "Great question!" · an ending that hopes this helps
We run every bio, email, and piece through a human pass for exactly these. You can too: read it out loud. If you wouldn't say it, cut it.
AI as a tool · the rule
Let it do the homework. You write the sentence they'll remember.
Findable. Human. Easy to start. The tool helps with the first and third. The middle one is yours.
Part three
The work, firm by firm
Websites, digital, and print for the firms in this room. Everything marked approved went through AdTrax. Pick a firm and I'll show you its page.
Every firm in this room can have a co-branded version: your name on the cover, your landing page, your calendar at the end.
Lead-gen play two
Signature CPA Solutions
A second enterprise value driver for CPA firms. We build and run the platform; the CPA firm participates in the revenue. It is a channel, not a referral handshake.
BeforeAfter
BeforeAfter
BeforeAfter
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SFS
MyStages
Signature Plan
Advisors Hub
Platinum
Foresight
OnCourse
Aspire
Freedom
First Responders
First Heritage
1752
Retirement Ready
Paradigm
Concierge
Sebastian
Xavier
Coresential
CPA Solutions
