Opens October 16
Watt drafts a week of posts, emails and graphics for financial advisors, in your voice and your brand. You read it, change what you like, and approve it in about ten minutes.
Made by Watt for three sample firms
Watt picks topics your clients care about, writes each post for its platform and draws the graphic. Here is one sample firm's week.
Paste your website and Watt reads your brand in about a minute. Here is the same post for three different firms.
Hi there,
If you've asked ChatGPT or another AI tool about your money, you're in good company. It's a good way to learn the basics.
Before you act on an AI answer, forward it to me. I'll check it against your plan.
Visit Harbor & PineNotes your clients actually read. Your quarterly letter comes with the quarter's real market figures and their sources. Copy them into your email tool, or send them to Mailchimp as a draft.
More than fifty one-page explainers, from Roth conversions to Social Security, drawn in your brand.
Lots of my clients now ask AI tools about their money, and that's a fine way to learn. One habit is worth adding before you type.
Connect your profile and Watt posts what you approve, at the time you pick.
Watt reads your colors, your logo and how you write. No files to fill in.
Pick from a few options for each post and change anything you like.
Watt posts your LinkedIn posts. Everything else, you copy and send.
Watt writes marketing, so it never asks about your clients.
Nothing goes out until you say so. Send any draft to your compliance reviewer with a private link, and their approval stays with your copy.
Each draft is checked against SEC Marketing Rule and FINRA 2210 basics. Your firm's review still decides.
Download your approved copies any time for your firm's records.
No. Watt runs in your browser. Paste your website and it does the setup.
Only LinkedIn posts you've approved, at the times you pick, once you connect your profile. Everything else you send yourself.
No tool can promise that. Watt checks every draft for common advertising rule problems and keeps a copy of everything you approve. Your firm's review still governs.
No. It works from your website, your voice and your settings. There is no place for client details.
After a sharp drop in the S&P 500, Watt drafts a calm note to your clients, a post and a check-in for the next week, using only that day's figures. It never predicts. You read it and approve it like anything else.
Watt writes for individuals and families at every stage of life, and anchors each post in a real moment like a new baby or a first retirement check.
Pricing comes with the launch email on October 16.
Watt opens October 16. Join the list and you'll get the link the day it opens.
Sam Farrington, CFP®