Advisor Assist
A subscription that wrote and posted a financial advisor's social media for them, every month, on their own branding, without them doing anything.
Financial advisors know their clients need to hear from them every week. Almost none of them post, because writing is not the job they trained for. So we sold them the posting. They paid, connected their accounts, and their feed filled itself.
They buy a tier and connect their own accounts
They pay through Stripe, which sets their plan. Then they link their own LinkedIn, Facebook and Instagram themselves, through a handoff that means I never see a password. Everything the system needs about them now lives on one row: what they paid for, which accounts to post to, their firm, their hashtags, their brand colours.
A year of posts, written before the year starts
An advisor's year has a shape: tax season, the new year, RRSP deadlines. So we took two years of my partner's own posts, fed them in as the voice to copy, and wrote a whole year of content against that calendar in one go. Written ahead, not on the day. That is what made it cheap enough to run for everybody, every month.
Their brand, composited in, four ways
The four designs are not pictures, they are forms with slots. Their logo goes in one slot, their three brand colours in others, so every post comes out looking like their firm rather than like a template. What they paid for decides how much gets filled in.
Once a month, unattended
Once a month, at one minute past midnight, it wakes up, goes through the customer list, and hands each advisor off to be built and posted. Their month goes out on the days it was meant to. Nobody watches it happen.
- AI
- Built in 2022 and 2023, before Claude Code existed.
- Role
- Built the product. A partner brought the advisor relationships.
- Decision
- Copy was generated in batch, against a calendar, rather than per post at publish time. It cost a month of lead time and it is why the pipeline could run for every advisor every month without a model in the hot path.
- Status
- Ran live, posting to advisors' own feeds on a schedule.
- Next.js
- TypeScript
- Pipedream
- Airtable
- Stripe
- Ayrshare
- BannerBear
- OpenAI API


