Introducing the Finance Topic Engine Brain
This is the only AI assistant built exclusively for financial advisors, trained to:
Customize content based on your target client profile, your skills, and practice location
Deliver fully fleshed-out video ideas tied to breaking financial news, seasonal trends, and client psychology
Align every suggestion with your compliance guardrails — including disclaimers, hedge phrases, and language red flags
AI trained exclusively on successful financial advisor content, not generic business advice
Provide weekly strategic content drops — no research, no burnout
This is the only AI assistant built exclusively for financial advisors, trained to:
This is the only AI assistant built exclusively for financial advisors, trained to:
Customize content based on your target client profile, your skills, and practice location
Deliver fully fleshed-out video ideas tied to breaking financial news, seasonal trends, and client psychology
Align every suggestion with your compliance guardrails — including disclaimers, hedge phrases, and language red flags
AI trained exclusively on successful financial advisor content, not generic business advice
Provide weekly strategic content drops — no research, no burnout
This isn't ChatGPT. And it's definitely not a list of random content prompts.
Customize content based on your target client profile, your skills, and practice location
Deliver fully fleshed-out video ideas tied to breaking financial news, seasonal trends, and client psychology
Align every suggestion with your compliance guardrails — including disclaimers, hedge phrases, and language red flags
AI trained exclusively on successful financial advisor content, not generic business advice
Provide weekly strategic content drops — no research, no burnout
Independent RIAs and solo advisors serving $1M+ clients
Mid-career professionals who want to scale — not stall
Advisors who value authority, trust, and predictable growth
Professionals who are time-poor but growth-hungry
55% of advisors cite new client acquisition as their #1 challenge (Cerulli, 2025)
88% of next-gen HNW clients demand stronger digital engagement (Capgemini, 2025)
Only 20% of your time is spent in actual client meetings — the rest? Admin and marketing busywork (Kitces Research)
50% Off for Life
Priority access to feature updates
A direct role in refining the future of advisor content marketing
This rate will not be available again.
According to Cerulli Associates, 55% of financial advisors cite client acquisition as their top challenge. Kitces Research confirms only 20% of advisor time is spent in client meetings. The Finance Topic Engine Brain provides educational content suggestions only and does not provide investment, legal, or compliance advice. Users are responsible for final content review and firm-level compliance approvals.