Publish the planning content you'd write if you had time.
Retirement planning, claim-age strategy, tax-aware withdrawal commentary — compliance-aware financial articles delivered weekly under your byline. Embedded into your existing site. Plus identification of up to 40% of your anonymous visitors.
Your site is fine. The content section is a graveyard.
Pre-retirees Google their advisors carefully. They read your bio, check your credentials, and then check whether you've written anything that signals you're current. A content section with the last post from eighteen months ago tells them the wrong story. Writing fresh content yourself is the work that always slips to next week — and the compliance review afterward is its own ordeal.
Content the compliance officer can sign off on.
Financial-planning writers
Articles written by people fluent in planning concepts and SEC-style language. Educational, never advisory. Byline-ready out of the box.
Compliance-aware language
Articles pre-screened for the recommendation, projection, and guarantee pitfalls that get advisors in trouble. Your compliance officer reviews; rarely rewrites.
Identification on every reader
Up to 40% of visitors reading your articles are identified by name, email, and postal address — without a form fill.
Drip on every prospect
Identified readers flow into automated email and direct-mail sequences, branded as your firm, that reach them over the weeks before the first call.
One line of HTML on the site you already have.
No new website, no migration, no CMS to learn. Paste one snippet onto your existing advisor site where the content section should live. Articles publish into that section weekly, with your firm's byline and branding. The rest of your site stays exactly as it is.
Simple plans. No setup fees.
Pick the one that fits. 30-day money-back guarantee.
Starter
Content + identification
Professional
Best for active marketers
Enterprise
For agencies and multi-brand owners
Your first article publishes in a week.
Sign up, paste the embed, and watch the first financial-planning article go live under your firm's name.
30-day money-back guarantee.