STQCap Growth Panel.

Executive summary

This plan lays out the deliverables and game plan for Phase 1 — a lean engagement to get STQ's growth engine started and establish a working rhythm.

It walks through the plan deliverable by deliverable, then sets out the action items for a successful onboarding. Commercial terms are deferred — to be discussed next week, once this is up and running.

Stage 1 deliverables

The five things we ship in Stage 1, in priority order — ranked by shortest path to a deposit landing.

The funnel — how it all connects

Warm intros (the revenue engine)

3.1 · The ICP — who counts as a lead

A tax-aware boutique RIA wins where after-tax alpha matters most — large taxable portfolios and concentrated or illiquid wealth events. American HNWI sub-segments, best-fit first:

1. Post-exit founders / recent liquidity events — company sale, IPO, secondary. Concentrated single-stock + QSBS exposure. Highest-pain, highest-fit.
2. Senior tech employees with large RSU/ISO concentration at public companies (single-stock risk → direct indexing / hedging).
3. Business owners mid-M&A — need pre-sale and post-sale tax structuring.
4. Large taxable-brokerage holders ($1M+ taxable) — direct indexing + tax-loss harvesting actually moves the needle.
5. Great-wealth-transfer inheritors — newly liquid, advisor-shopping.

3.2 · Centers of influence (the force multiplier)

HNWIs rarely respond to cold outreach, but they act on a referral from a trusted advisor. The highest-leverage targets are the people who advise them at the liquidity moment: US CPAs / tax accountants (esp. serving founders and business owners), M&A and tax attorneys, and startup / wealth-event advisors, fractional CFOs. One warm COI relationship can feed multiple qualified HNWIs over time.

3.3 · The motion (repeatable)

Content engine (Deliverables 2–4)

One real piece of thinking per week, repurposed across the weekly email, the insights page, and three LinkedIn posts. Voice is Akiva's throughout; the AI workflow (Deliverable 5) is what makes the cadence sustainable.

Weekly total: 1 email · 1 insight · 3 LinkedIn posts. The 3 posts: (1) the take, (2) a chart, (3) a founder-POV / credibility post.

4.1 · The anchor — the weekly news-oriented email

Why news-oriented (vs. evergreen)

• Reasons to open — timely commentary beats "another explainer" in a crowded inbox.
• Authority — an RIA who reacts intelligently to this week's news looks like the expert in the room.
• Easier to produce — the news hands over the hook; no topic to invent from scratch.
• Shareable — timely takes get forwarded by CPAs/attorneys to their own clients.

Format — "The After-Tax Letter" (weekly edition, ~300–500 words)

The weekly "beat" (where the angle comes from)

• Markets — big moves + volatility (= tax-loss-harvest opportunities), sector rotations, single-stock blowups.
• Tax & policy — IRS changes, tax law, AMT, QSBS updates, threshold changes.
• Wealth events — notable IPOs, M&A, founder exits, big-tech RSU vesting cycles.
• Fed / macro — rate decisions (drive box-spread / borrowing strategies).
• Calendar pegs — April (tax season), Sept (Q3 estimates), Nov–Dec (year-end TLH + gifting). These write themselves.

4.2 · The repurposing flow (1 news angle → email + insight + LinkedIn)

4.3 · The chart post (LinkedIn post 2)

Charts are the highest-engagement finance format on LinkedIn — screenshot-able, shareable, the chart is the hook, and it demonstrates the analytical depth that is Akiva's whole edge. Format: striking chart (branded STQ template) + short "so-what" caption + one takeaway + soft CTA.

Chart bank — 12 to seed the first quarter

1. After-tax alpha from tax-loss harvesting in high-volatility years
2. Direct indexing vs. plain ETF: cumulative tax drag over 10 years
3. Concentration risk: single-stock drawdowns vs. a diversified index
4. The "tax cliff" of selling concentrated RSUs in one year vs. staged
5. QSBS exclusion: tax saved at different gain levels
6. Box-spread borrowing cost vs. margin loan vs. HELOC
7. The cost of waiting: tax-deferred compounding curves
8. Effective tax rate by bracket + state (CA/NY vs. FL/TX)
9. Wash-sale drag on naive harvesting
10. Donor-advised fund: deduction + appreciated-stock gifting math
11. RSU vesting concentration building over a 4-year grant
12. The great wealth transfer: $ trillions transferring by year

Built in a consistent branded template (STQ navy/blue); generated on request as part of the AI workflow.

4.4 · The founder-POV post (LinkedIn post 3)

This is the trust layer. Where the take shows Akiva is sharp and the chart shows he is rigorous, the founder-POV post shows the network who he is — so people are comfortable putting their name behind an intro. It is the post that turns a passive connection into an active referrer.

What it looks like

• A lesson or principle — how Akiva thinks about risk, taxes, or wealth, told through a real (anonymized) situation.
• A contrarian take — where the wirehouse/RIA consensus is wrong, and why. Memorable and position-defining.
• The "why I built STQ" thread — founder story, values, who STQ is for. Periodic, not weekly.
• A soft intro-ask — used sparingly (≈monthly): "Taking on a few clients with concentrated single-stock positions — if someone comes to mind, send them my way." Direct, but earned because the other posts gave value first.

No charts, no hard CTA — voice and credibility do the work. Compliance: avoid anything that reads as a client testimonial or performance claim (SEC Marketing Rule).

UTM tracking scheme

Tags appended to a URL that tell GA4 where a click came from. Without them, GA4 mislabels traffic as "direct" and you can't prove which pillar produced a lead — which, on rev-share, is the whole point.

5.1 · The five parameters

5.2 · Controlled vocabulary

5.3 · Examples

5.4 · Setup & reading the data

1. Build links with a builder — Google's free Campaign URL Builder or a Sheet that concatenates. Hand-typing is where typos break reports.
2. Use short links for posts/DMs — raw UTM URLs are long and LinkedIn truncates them. Put a clean short link (Dub.co / Bitly / branded stqcap.com/go/…) in the post; UTMs ride underneath on redirect.
3. Keep a link log — one sheet: Date · Purpose · Full UTM URL · Short link · Pillar. Single source of truth for every link you mint.

In GA4: Reports → Acquisition → Traffic acquisition shows source / medium; a custom Exploration grouped by campaign shows ROI per initiative. Reconcile with Wealthbox via a "How did you hear about us?" field so online + CRM attribution close the loop from click to deposit.

Reporting & admin

6.1 · The stack

6.2 · Google Analytics (GA4) — G-1HFD429BTQ

• Installed site-wide via Netlify snippet injection (covers every page, including future insight articles) — hand-off guide for Akiva: analytics-setup-for-akiva.html.
• Define key events: consult_booked, email_signup, insight_read.
• Filter out internal traffic (Admin → Data Streams → configure internal traffic) so internal clicks don't pollute the data.
• Caveat: the site's netlify.toml has skip_processing = true, which can suppress injection — if the tag doesn't appear in page source, remove that line and redeploy.

6.3 · MailerLite — the mailing list

• Holds the full list (everyone who gave an email) and sends the weekly nurture email. It is the layer above the CRM: every Wealthbox candidate is on it, but not every subscriber is a candidate.
• Tag by source — insights-gated, warm-intro, webinar — so reporting can trace each deposit back to a channel.
• Keep tags/fields in step with Wealthbox so the qualified subset stays consistent across both.
• Opt-in consent on every capture (CAN-SPAM).

6.4 · Wealthbox (CRM) — the single source of truth

6.5 · Weekly funnel snapshot

Visibility across the board — start as a one-pager, automate later: new leads by source · meetings booked · deposits · pipeline $ · top-performing post. This is the spine of the weekly review, and the natural seed for turning this plan into a live tracking tool.

Content calendar & review tool

The one real gap: it's single-org — no Akiva-facing login/approval. The lean fix is a thin client view (a filtered/shared read view he can comment on, or you drive the board on the weekly call and he approves verbally). Don't block the engine on building auth — start in the board yourself, add Akiva's approval path as a fast-follow. Stopgap if you want him self-serve on day one: a single shared Notion database (Date · Channel · Status · Content · Comments).

Terms (deferred — craft after CRM & analytics are live)

Per your sequence, terms come after the wiring works. The agreement must cover:

• GTM rev-share: your % of revenue/AUM fees, on what base, paid when, for how long after a sourced client is onboarded (tail/clawback).
• Warm-intro / solicitor economics: your cut per sourced deposit; how a "sourced" lead is defined (the Wealthbox record).
• SEC Marketing Rule solicitor compliance (US prospects): written agreement, compensation disclosure to each prospect, Akiva/CCO oversight. Mandatory before paid US referrals.
• "Until he makes money" trigger: define exactly when rev-share starts and what (if anything) you're owed in the interim.
• Term + exit: duration, notice period, what happens to in-flight pipeline on exit.
• Attribution mechanism: Wealthbox Lead Source as the agreed system of record.

Operating rhythm with Akiva

A predictable weekly loop: ideas Monday, draft and approve Tuesday, schedule mid-week, report and sharpen at week's end. Async by default, with one short standing call.

9.1 · The weekly loop

9.2 · The standing call

• Weekly — 30 min: review the funnel snapshot, clear any open approvals, triage new warm-intro candidates.
• Monthly — 60 min: strategic review — what's converting, what to cut or double down on, list growth, terms checkpoint. (Replaces that week's 30-min.)
• Async between calls: ideas and drafts flow through the calendar; Akiva comments and approves there, so the call is for decisions, not status.

Proposed slots (to confirm with Akiva)

• Preferred — Tuesday or Wednesday, 8:00am PST (~6:00pm Israel).
• Monday (time TBD).
• Less ideal — Tuesday or Wednesday, 9:30am PST (~7:30pm Israel).

Future — brand awareness & authority

Once the Stage 1 basics are running, these widen the top of the funnel and deepen Akiva's credibility — bigger reach, warmer intros. Stage 2, not now.

10.1 · Op-eds in the financial press

Bylined pieces in outlets HNWIs and their advisors actually read — Barron's, Kiplinger, Financial Advisor / FA-IQ, ThinkAdvisor, Bloomberg Opinion, the WSJ Tax Report. A published op-ed is third-party credibility no LinkedIn post can match: it makes warm intros easier and feeds the insights library. Each one repurposes into an insight + LinkedIn posts.

10.2 · Webinars

Akiva-taught sessions on the topics where STQ's edge is obvious — e.g. "The RSU Concentration Trap: diversifying without a brutal tax bill." Credibility is the draw; registration captures email into the mailing list; the recording repurposes into clips + an insight. Run quarterly.

10.3 · Podcasts

Akiva as a guest on wealth, tax, and founder-finance podcasts — borrowed audiences of exactly the right profile, in a high-trust format. Pitch a sharp, specific angle (concentrated stock, box spreads, after-tax alpha); each appearance is an authority marker plus a clip bank. The guest-scout skill can source and rank target shows.

All three compound brand and lead flow — but they need the Stage 1 engine (site, list, CRM, content) in place first. Build the machine, then point these at it.

Open questions & risks

1. Comp is undefined. The biggest open risk. Resolve when terms are set.
2. American-HNWI vs. network skew. Lean on Akiva's US network + COIs + diaspora overlap. Validate volume early.
3. SEC solicitor compliance must precede paid US referrals.
4. Site readiness. GA4, lead magnet, and consult-booking depend on Akiva's site. Coordinate so the funnel has a floor.
5. Akiva's time. Founder-led content needs his voice and ~weekly approval. Confirm he can sustain it.

Action items

Two checklists to get the engine running — wiring first, then the first piece of content out the door. Tracked live at /onboarding.