Social media for financial advisors and wealth management firms
Social media for financial advisors, without the extra work.
Your market updates, client webinars and planning seminars are full of advice people want to hear. We turn them into posts for LinkedIn, Instagram, TikTok and YouTube Shorts. Your compliance reviewer approves every post, and only then does anything go out.
Sound familiar?
You know you should be posting. It just never happens.
So nothing gets posted, and the firm looks quieter online than it really is.
Advisors should be with clients, not figuring out captions, hashtags and video editing.
Quarterly market calls and client events get one audience, then sit in a folder.
What we make for you
Posts made from what you already say to clients
Every post has a job: teach something useful, show the people behind the firm, or make it easy to reach out.
| Goal | Post | Why it works |
|---|---|---|
| Educate | What the latest rate news means for your retirement plan | A short, calm explanation that answers what clients are already asking. |
| Educate | The question to ask the year before you retire | Practical and easy to share with a spouse. |
| Build trust | Why our founder started the firm | Clients choose advisors they trust. This shows who they would be working with. |
| Sell | What happens in a first meeting with us | Makes reaching out feel easy for someone who has never worked with an advisor. |
How it works
A small, remote extension of your team
No filming, no new hire and no apps to learn. Plans start at 8 posts a month.
- Step 1
Send your recordings
Share the webinars, client presentations, interviews or event videos you already have. A shared folder or a link is fine. No new filming.
- Step 2
We make the posts
We watch everything, pick the strongest moments and turn them into captioned video clips, carousels and written posts in your firm's voice.
- Step 3
You approve
Everything arrives together with a simple posting calendar. You, or anyone you choose, like a compliance reviewer, approve before anything goes live.
- Step 4
You post, or we do
Post from the calendar in a few minutes, or add scheduling and we publish on LinkedIn, Instagram, TikTok and YouTube Shorts for you.
Questions
Common questions
Can our compliance team review the posts?
Yes. Every batch goes to your compliance reviewer before anything is scheduled, and we keep a dated record of everything posted for your files. We avoid performance claims and testimonials unless your compliance team approves them.
What should a financial advisor post on social media?
Plain-language explanations of what is happening in the markets, answers to common planning questions and a look at the people on your team. Most of that is already in your recorded webinars and market updates.
Which platform matters most for advisors?
For most firms, LinkedIn first, then YouTube Shorts and Instagram. We help you decide where your clients and referral sources actually spend time.
Do we need to film anything new?
No. We start with what you already have. If you have no recordings yet, a regular 20-minute market update on Zoom is enough to work with.
Read our guide: Social media for financial advisors: what you can post and how to stay compliant
Start here
Send one recording. See what it becomes.
Three free founding pilots are open this fall. Tell us about your team and share a link to one recording. It takes about five minutes.