SFS marketing · Premier Partners 2026

Lead generation

Referrals replace clients; they don’t grow a firm. These are the doors we’ve already built for people to walk through — and the ones we can build for your firm next.

Working on these sites right now

Every one of these ends in a name in Wealthbox or a meeting on a calendar — not a brochure download that goes nowhere.

The MyStages quiz

Sixty seconds, six questions, lands in Wealthbox as a tagged lead with the life stage they picked.

available to every firm hereOpen live ↗

Financial Wellness Checkup

The thoughtful door: a longer self-assessment that ends with a score and a reason to talk to someone.

available to every firm hereOpen live ↗

Financial calculators

People search "retirement calculator" long before they search for an advisor. The tools bring in strangers.

SFSfirm.com · started as Foresight’sOpen live ↗

Ask a Question

A plain form that gets a human answer. The question archive becomes the video list — one loop, two assets.

SFSfirm.comOpen live ↗

The 15-minute chooser

One booking link on every page. Pick an advisor, pick a time. A small ask gets said yes to.

SFSfirm.com · MyStages Find-an-AdvisorOpen live ↗

Free guide landing page

"7 Critical Mistakes" behind a short form that feeds Wealthbox. A warm name plus a reason to follow up.

SFSfirm.comOpen live ↗

The funnel, on one line

Post / ad / email"7 Critical Mistakes" Landing page/retirement-guide/ Short formname · email · stage Wealthboxtagged lead + task 15-minute callyour calendar link

Every idea on this page is a version of the same five boxes. The only thing the advisor does is take the call at the end — we build the post, the page, the form, and the wiring. Right: the co-branded guide cover, the fastest version of this funnel for any firm in the room.

Going forward · the best next moves for this room

01

Co-branded guides

Your name on 7 Critical Mistakes, your landing page, your calendar at the end. The piece is approved; re-skinning is fast. We build the page and wire the form — you take the call.

02

Your 2026 Tax Guide as a magnet

Nearly every advisor in this room already has a personalized tax guide. Put it behind a short form in January and it becomes a lead engine at exactly the moment people think about taxes.

03

Video days

Half a day, ten questions, a quarter’s worth of two-minute clips for your channel and site. The closest thing to a referral a stranger can get.

04

Tracked links on everything

Every ad, QR code, and email gets a tagged link, so Google Analytics shows which placement produced visits and which produced downloads. We just wired this for The Signature Plan’s TBBJ campaign — takeover vs. banner, measured separately.

05

A quiz for your niche

The MyStages quiz pattern works for any audience: a DROP-readiness quiz, a business-owner exit quiz, a first-responder pension check. Short, useful, ends in Wealthbox.

06

The human pass

AI does the homework; a person writes the sentence clients remember. Humanized bios, emails, and follow-ups are what convert the lead every tool above produces.

Want one of these for your firm? Tell me at dinner, or send it through the Advisors Hub — that form is a lead-gen tool too. It just generates work for me.