Get established.
STIFTA is the outsourced growth operation for solo Registered Investment Advisers in their first two years. We build the website, write the content, capture the leads, and run the systems — so you can focus on the work you actually trained for.
You did the hard part. You earned your CFP. You filed Form ADV. You walked away from the wirehouse and registered your own firm. And then you discovered that none of your fiduciary training prepared you for the part that comes next.
Building a planning practice and building a marketing engine are two different jobs. Most early advisors try to do both, do neither well, and lose eighteen months they will not get back. STIFTA exists so you do not have to.
A full growth operation, in your name, run quietly.
Fourteen days, then live.
Lead-capture website on your domain. A real lead magnet — written, designed, SEC-compliance reviewed. Google Business Profile optimized. Listed across roughly fifteen niche directories advisors should be on. Booking system connected. Email follow-up wired in.
A practice that compounds.
One newsletter ghostwritten in your voice, in plain English, reviewed for Marketing Rule compliance — and sent only after you approve. Two new directory placements. Local SEO maintenance. Automated review collection from clients after meetings. A short performance report so you know what worked.
Anything on this list.
Pick a web host. Write a blog post. Sit through an SEO sales call. Set up a CRM integration. Argue with a designer about button colors. Manage a content calendar. Negotiate with a copywriter who has never read Form ADV Part 2B.
If you have a marketing team already, you do not need us. If you have already cracked client acquisition and you are scaling, you do not need us. We are built for the stretch between filing the ADV and reaching enough revenue to hire — the stretch where most new firms quietly fail.
Tools or agencies. We are neither.
The category as it currently exists has two extremes. On one end, software you have to learn and run yourself — FMG Suite, Snappy Kraken, Twenty Over Ten. On the other, full-service agencies that charge fifteen hundred to five thousand dollars a month and target firms with real budgets.
STIFTA fills the empty quadrant: done-for-you service, priced for a firm that is two quarters old. We are deliberately narrow. We work only with newly registered solo RIAs. The whole operation — the templates, the compliance patterns, the directory list, the newsletter prompts — is built for that one customer.
If the math works for your firm, the next move is a short note.
No call, no pitch. Leave your email and your CRD. We will write back within two business days if we are a fit.
Send a note →