Short-form growth for financial advisors & accountants.
For advisors, planners, tax and accounting firms. Who is already winning, and the exact system we would run in your first 90 days.
Money content is saved and shared. Almost no advisor does it.
Education beats promotion in finance, and the audience that saves a tax clip is the audience that books a planning call. Every clip is reviewed for compliance before it goes out.
Who's already doing it in your niche.
Businesses and creators growing on exactly this model: long-form clipped into daily short-form, attention routed into DMs and bookings. Public accounts, open them and look.
Three things we'd post every single week.
Pillars keep the account recognisable. Every clip belongs to one of them.
One rule explained
One tax rule, one allowance, one deadline. Evergreen and saveable.
Money mistakes by age
25, 35, 45, 55. Each one is a segment of your ideal client.
What a plan actually looks like
Anonymised walkthrough of a real plan. Demystifies the service.
The first second decides everything.
Sample hooks from our bank for this niche. We write and test 8 to 10 new ones a month.
From a comment to a booked call.
Built in ManyChat on Instagram and TikTok. The keyword is the only thing the viewer has to type.
TAXEvery clip ends with the keyword. No link in bio, no friction.
Checklist: 12 things to review before year end.
Booking link sent after checklist opens.
Tracked in the Monday report, by clip and by hook.
What we'd run, month by month.
The plan we'd bring to the call, adjusted to what you already have recorded.
Find which topics your audience saves.
Build the list around year-end and deadline moments.
Report discovery calls and their asset size.
One retained client a quarter covers the retainer for the year.
Your finance content, our numbers.
Thirty minutes. Bring your best long-form piece; we bring what is working in your niche right now and the number we would expect to move.