Embed our Financial Health questionnaire anywhere—website, email, or social media. Leads qualify themselves and book directly into your calendar.
How it works
Add your custom link to your website, emails, or social media and start capturing leads instantly
Visitors fill out the financial health questionnaire
Prospects complete a financial check, giving you insights into their goals and finance before the first meeting
Leads book meetings directly in your calendar
After completing the questionnaire, prospects book directly via your calendar, ensuring data-rich meetings
Sherpas gives you a complete financial snapshot of each prospect so you can walk into the first meeting ready to deliver value.
Goals
Cashflows
Protection
Why advisors love their Lead Magnets
Meetings book themselves
Prospects complete the questionnaire and schedule time with you—no chasing, no admin.
Know your leads before the call
Instantly see their goals, challenges, and financial picture—so you can lead with value.
Add it anywhere, no hassle
Embed it as a button in your website, newsletter, or emails. Up and running in minutes.
Frequently Asked Questions
What happens when someone completes the questionnaire?
You’ll get notified instantly. Their full financial profile and questionnaire responses appear in your Sherpas dashboard, and if they booked a meeting, it’s already on your calendar—ready for a high-impact first conversation.
Is client data protected and compliant?
Where can I use the questionnaire to attract leads?
How do I track and manage leads once they complete the questionnaire?
