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How-to videos

Add Article

Add your own content to use with our marketing system


Launch four-week automated, multi-channel marketing campaigns

Contact Management

Add, manage, and update contacts

Edit Articles

Personalize an article, and add your own insights

Life Stage Snapshot

Generate leads with an engaging discovery tool


Turnkey marketing tools to save time and grow your business

Schedule Social Media Shares

Quickly schedule postings in advance on Facebook, LinkedIn, and Twitter, and manage your social media calendar.

Add Content to My Website

Easily add great content to your website. No website re-engineering or software downloads required.

Client Discovery

A full suite of discovery tools for each stage of your client engagement process

Content Landing Page

Branded, customized landing pages set up in minutes

Email Content to a Contact

One-click emails to a prospect or client

Life Stage Survey

Develop a deep understanding of clients' most important life stages and planning needs

Onboarding Questionnaire

Gather life stage information in a one-page questionnaire

Add Newsletter

Create a collection of articles to share with prospects clients

Client Portal

Showcase your insights tailored to the life stages and events of each client

Content Library

Fill your social media with robust content, launch targeted email campaigns, and add content to your website

Life Stage Insights Overview

See how our marketing system, client discovery system, and optimization system work together to make client engagement easier and more effective for financial advisors.

LifeFocus Email Campaign

Send the right content to the right contacts at the right time

Risk Tolerance Quiz

Assess risk tolerance of prospects and clients

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