Turn your website visitors into qualified leads

Turn your website visitors into qualified leads

Embed our Financial Health questionnaire anywhere—website, email, or social media. Leads qualify themselves and book directly into your calendar.

See how it works

How it works

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Embed your lead magnet everywhere
Add a button in your website

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

Get a full financial analysis of every lead—instantly

Get a full financial analysis of every lead—instantly

Sherpas gives you a complete financial snapshot of each prospect so you can walk into the first meeting ready to deliver value.

Goals

Cashflows

Investments

Investments

Protection

Debts

Debts

Learn more about our Financial Health Score

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.

Test the experience your prospects will love

Try the interactive demo—no sign-up, no commitment. It’s not financial advice, just a preview of how your future leads qualify themselves, book meetings, and come with a full analysis.

See how it works

Test the experience your prospects will love

Try the interactive demo—no sign-up, no commitment. It’s not financial advice, just a preview of how your future leads qualify themselves, book meetings, and come with a full analysis.

See how it works

Test the experience your prospects will love

Try the interactive demo—no sign-up, no commitment. It’s not financial advice, just a preview of how your future leads qualify themselves, book meetings, and come with a full analysis.

See how it works

Test the experience your prospects will love

Try the interactive demo—no sign-up, no commitment. It’s not financial advice, just a preview of how your future leads qualify themselves, book meetings, and come with a full analysis.

See how it works

Test the experience your prospects will love

Try the interactive demo—no sign-up, no commitment. It’s not financial advice, just a preview of how your future leads qualify themselves, book meetings, and come with a full analysis.

See how it works

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?

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?

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?

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?