Built for advisors, not marketers
You didn't become an RIA to write market summaries at 5am. We handle the content. You handle the relationships.
The problem is real
Emails go unread
Average open rate on advisor client emails. The rest? Deleted or filtered to promotions.
Content takes hours
Time spent by advisors or staff creating daily/weekly market summaries. Every. Single. Day.
Clients feel distant
Of clients who churn say they didn't feel 'connected' to their advisor. Silence is expensive.
The solution: a briefing they actually listen to
A 6-minute audio briefing delivered every morning at 7am — in your company's voice, with your logo, your disclaimer, and your weekly message woven in. Clients subscribe in Apple Podcasts once. Then it just... shows up. Every day.
Who it's for
Solo Practitioners
You wear every hat. Let us handle the 5am research and writing so you can focus on client meetings.
Growth-Stage Firms
Adding clients faster than you can communicate with them? Scale your touchpoints without scaling headcount.
Established RIAs
Differentiate from the billion-dollar competitors. A daily briefing is something they don't have.
See if your clients will listen
We'll hand-produce a sample brief for your company — free, no commitment. Play it in your next client meeting and watch their reaction.