Now onboarding RIAs, by invitation

Weekly video, handled.

Scripts written in your voice and checked for compliance, delivered on your schedule. Record on your phone, and our editors turn it into finished short-form clips.

Good morning, Dana

Tuesday, October 6

Open teleprompter

Retiring next year? Do this first.

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Roth conversions in 45 seconds

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3 scripts, Tuesdays 7:00 AM

This week

Week of Mon, Oct 5

All scripts

Retiring next year? Do this first.
Tue, Oct 6 · Retirement income
Ready to record
Roth conversions in 45 seconds
Tue, Oct 6 · Tax planning
Ready to record
What to do with an old 401(k)
Tue, Oct 6 · Career transitions
Recorded

Videos in progress

Is your emergency fund too big?

Uploaded
Editing
In review
Delivered

Social Security timing, simply

Uploaded
Editing
In review
Delivered

Ready to download

Selling your business? Start here

How I think about market headlines

6 weeks

Consistency streak. You have posted this week.

Teleprompter0:21

Most people ask me when they can retire.

The better question is what your first five years of spending look like.

Here's how I walk people through it.

First, map your must-haves against your nice-to-haves.

Then decide which accounts you draw from, and in what order.

If you want to talk it through, the link is in my bio.

Most people ask me when they can retire.

The better question is what your first five years of spending look like.

Here's how I walk people through it.

First, map your must-haves against your nice-to-haves.

Then decide which accounts you draw from, and in what order.

If you want to talk it through, the link is in my bio.

Written in your voice

A voice guide built from your answers, so scripts sound like you on a good day.

Checked for compliance

Every script is reviewed against the SEC Marketing Rule and your firm's guardrails.

Edited by real people

Our editors cut, caption and add your disclaimer. You get clips ready to post.

How it works

You bring the expertise. We handle everything around the camera.

Answer once. Get a playbook.

A short questionnaire about who you serve and how you talk becomes your ideal-client profile, voice guide, content pillars and compliance guardrails, ready for you to review.

Scripts land on your schedule.

Choose 1, 3 or 5 scripts a week, all on one day or spread out, at the hour you pick. Each one has a hook, a script, a call to action and a caption, already checked for compliance.

Ready to recordRetirement income48 seconds

Retiring next year? Do this first.

Hook

Most people ask me when they can retire. That's the wrong first question.

Script

The better question is what your first five years of spending look like. Map the must-haves against the nice-to-haves, then decide which accounts you draw from, and in what order.

Caption

Five years of spending, mapped before the last paycheck.For educational purposes only. Not individualized investment advice.

Compliance check passed

Marketing Rule and firm guardrails · no flags

Record from your phone.

Open the script in the built-in teleprompter, read it to camera and upload the raw take from anywhere. Uploads pick up where they left off if your connection drops.

Teleprompter0:21

Most people ask me when they can retire.

The better question is what your first five years of spending look like.

Here's how I walk people through it.

First, map your must-haves against your nice-to-haves.

Then decide which accounts you draw from, and in what order.

If you want to talk it through, the link is in my bio.

Most people ask me when they can retire.

The better question is what your first five years of spending look like.

Here's how I walk people through it.

First, map your must-haves against your nice-to-haves.

Then decide which accounts you draw from, and in what order.

If you want to talk it through, the link is in my bio.

Our editors finish it.

Real editors cut your take, add captions and your disclaimer, and deliver the finished clip. Follow every video from upload to download.

Compliance

Built for the SEC Marketing Rule.

Every script is checked against Rule 206(4)-1 and your firm's own guardrails before it reaches you, so your compliance team reviews cleaner drafts.

No guarantees, promises or implied outcomes
No performance claims or testimonials
No market predictions or product pitches
Hypothetical numbers labeled as hypothetical
Your required disclaimer, word for word
Optional sign-off by your compliance team before release

Your pace

Pick a cadence. Change it any time.

script per week

A steady start. One script, one short recording session.

Weekly video, handled.

Written in your voice

Checked for compliance

Edited by real people

You bring the expertise. We handle everything around the camera.

Answer once. Get a playbook.

Scripts land on your schedule.

Record from your phone.

Our editors finish it.

Built for the SEC Marketing Rule.

Pick a cadence. Change it any time.

Your next script is on the way.