Investment Advisers & RIAs

LinkedIn thought leadership, market commentary, and compliant client stories — written by Finn, reviewed by Lex against SEC Rule 206(4)-1, archived for examinations.

Investment advisor reality

Compliance shouldn’t make you invisible online.

Top RIAs post 3–5x/week. The bottom half post twice a quarter. Compliance speed is the only difference.

The pain · today

Why your CCO is overwhelmed

  • Every post needs Marketing Rule 206(4)-1 review
  • Testimonials need compensated-flag and balanced presentation
  • Past-performance claims trip risk-of-loss disclosure rules
  • State adviser registration adds extra disclosures most tools miss
Sound familiar? You’re not alone — this is the default for your industry.
The cost · in dollars + hours

What it actually costs you

  • AUM growth: top advisors with strong content add 12–18% AUM/yr (Cerulli 2024)
  • Compliance officer overtime: $80–$140/hr to review what AI could pre-screen
  • Missed LinkedIn inbound from prospects researching advisors
These numbers compound — every month you wait, the gap widens.
The HookPilot fix

What HookPilot ships into your firm

  • Lex enforces SEC Marketing Rule + state-specific disclosures
  • Sera routes investment content through compensated-testimonial framework
  • Examination-ready archive with hashes — defensible under 17a-4
CCO reviews the 5% that needs judgment, not the 100% that doesn’t.
Start free — solve this today See pricing
The tadah moment

From rough idea to platform-ready hook.

Your brief

"Quick thought from a walk: most founders are over-engineering their morning routines. The ones who ship are the ones who keep it simple."

Nova drafts · TikTok hook

"I tracked 312 founders for 90 days. The ones who 10×'d their output all share one habit. It's not what you think — and it takes 90 seconds."

↓ Hook score 92 · Brand match 95 · Ready for approval
Before vs after

Your week, rewritten.

Before HookPilot

3-4 hours/day on content

  • Brainstorming hooks alone in Notion
  • Editing video clips for hours
  • Manually posting on every platform
  • Guessing what'll perform
  • Burnout by Thursday
→
With HookPilot

45 minutes/day, approved & shipped

  • Marcus + Lex surface daily winners
  • Nova drafts in your voice in seconds
  • Finn schedules across every platform
  • Priya scores every draft before publish
  • Weekends back. Output 2-3× higher.
How it runs

Drop a brief at 9 AM. Approve at 11.

1 ~30 sec

Drop a brief

A trend, a thought, a URL, or a calendar date.

2 ~3 min

Specialists run

Marcus + Lex research. Nova writes. Kai optimizes.

3 ~10 sec

Priya scores

7-dimension grading + specific improvements.

4 1 click

Finn ships

Scheduled across every platform you publish to.

Recommended agents

Start with these three.

NV

Content Repurposing

Nova · 4 credits/run

One brief → 6 platform-tuned drafts in your voice. Daily volume without daily writing.

LX

Competitor Hook Intelligence

Lex · 8 credits/run

Watches your competitors weekly. Surfaces winners. Auto-handoff to Nova for remixing.

MA

Trending Topic Agent

Marcus · 3 credits/run

Niche-aware trend scan, refreshed weekly. Lifecycle-aware so you catch waves on the rise.

Run the math

What HookPilot gives back.

3 hrs
$75
Reclaimed value / year $32,850 Assumes HookPilot cuts content time ~60%
Common questions

Quick answers before you start.

Will it sound like me, or like generic AI?
Nova trains on your existing posts and writes in your voice fingerprint. Run VoiceTrain once during onboarding and every output matches your tone.
Do I lose control of what gets published?
No. Everything routes through your Approval Queue first. Auto-publish is opt-in and per-channel — you decide when each platform goes hands-off.
What platforms does it publish to today?
Live: TikTok, YouTube, X, Facebook, Google. Beta: Pinterest, Reddit. Coming soon: Instagram, LinkedIn, Threads, Snapchat, Twitch. See the integrations page for full status.
What if I cancel?
You keep every draft and analytics report you've generated. Cancel any time from the dashboard. We don't charge for unused credits.
Free trial · No credit card Start free →

Agent setup

Finn understands the difference between fiduciary thought leadership and a securities offer. Lex enforces the SEC Marketing Rule's testimonial, performance, and substantiation requirements before anything reaches the post button.

What it delivers

  • LinkedIn long-form thought leadership with required SEC adviser disclosures appended automatically.
  • Market commentary in plain English — no jargon, one insight per post, "past performance" disclaimer baked in.
  • Compliant client stories that follow the SEC Marketing Rule's testimonial framework, including the compensated-testimonial flag.
  • Immutable archive with content hashes for examination defensibility under SEC 17a-4.

How it changes review cycle

Compliance teams stop being a bottleneck because the bottleneck happens before the draft reaches them. Lex flags ambiguous content for human review rather than auto-blocking, so the chief compliance officer reviews the 5% that needs judgment instead of all 100%.

Start your free trial

Marketing approval shouldn't take a week.

Finn drafts compliant. Lex reviews instantly. Your CCO reviews the edge cases.

Start freeSee pricing