A CPA checking your advisor finds a title, because drafts wait weeks in review.
We keep your advisors visible on LinkedIn every business day, inside your compliance process, so families, CPAs, and attorneys know them before the first meeting.
Why a CPA checking your founder finds so little
A family with a business sale or an inheritance does its homework, and so do the CPAs and attorneys who sit beside it.
A title and nothing else
Every firm says fiduciary. A CPA opens your founder's page to see what is different, and finds Wealth Advisor and a firm name.
Drafts that never leave the queue
An advisor writes something, it waits for weeks, and the advisor stops trying. The last post comes from before the merger.
The next advisors are unknown
The founder is trusted by the people who send families. The advisors who follow have never been seen by those people, so succession starts from zero.
What a family, a CPA, or an attorney finds when they look up your advisor
What changes for your compliance team and your advisors
Groundwork works inside your policy. Your chief compliance officer approves the program before any drafting starts, and every item passes your review before it publishes. Silence never counts as approval here, so a draft nobody answers stays held.
The result is steady, plain education in each advisor's own voice, which CPAs and attorneys can read and families can understand.
- A CPA who checks your advisor finds current, educational work and a clear point of view
- Attorneys and CPAs see your advisors in the conversations about exits, estates, and taxes
- Next-generation advisors become known before the founder steps back
- Real messages reach the advisor within one business day, and your policy decides any reply
- Your compliance team reads a log it can trust instead of chasing posts
- Each advisor spends about 15 minutes a week
What an advisor can explain to a family
General education only. No performance, no recommendations, and no client stories.
- What an owner should line up with a CPA and an attorney in the year before selling a business
- Equity compensation basics, such as RSUs and stock options, in plain terms
- How a fee-only fiduciary is paid and what to ask any advisor
- Succession planning for founders and families, and why it takes years
- Charitable giving structures, explained as education
- What the first meeting with an advisor looks like and what to bring
- New advisors and CFP credentials, introduced by name
- Takeaways from FPA, NAPFA, and state CPA society events
- Comments on posts by CPAs and attorneys about tax and estate law changes
- 12posts a month for each advisor, each cleared before it publishes
- 10comments a business day on posts by CPAs, attorneys, and business owners
- 160new connection requests a month to the professionals and owners you pick
- 1business day to pass a real message to the advisor
How compliance works
We never give investment or legal advice. Posts talk about the work in general terms and stay inside the SEC Marketing Rule, FINRA rules where they apply, and your own policy.
- Your CCO approves the program and the scope before the first draft is written
- Nothing publishes without a named approver, and silence never counts as approval
- Every post is logged with its drafter, approver, and the date and time of approval
- Items held for compliance review never count as a miss, so nobody rushes the review to protect the numbers
- We never write performance claims, returns, rankings, or client results, and nothing implies them
- We never write testimonials or endorsements
- Comments and messages follow the pre-approval policy your CCO sets
- The log belongs to your firm, so your CCO can add it to your books and records
Wealth firms this is built for
A good fit
- RIAs and wealth firms whose clients arrive through CPAs and attorneys
- Firms with a chief compliance officer who will approve the program and review each item
- A founder or next-generation advisor who wants the referral base to know them
- Leaders who accept education only, with no performance or testimonials
Probably not a fit
- Advisors who will not pre-approve content
- Firms whose policy bans commenting entirely
- Anyone who wants posts that show returns, rankings, or client results
Questions from RIAs and their compliance teams
Who has to approve this before work starts?
Your chief compliance officer. We ask for approval of the program and the scope before drafting starts, and we follow your review process for every item.
Can you use client stories or reviews?
No. The SEC Marketing Rule puts conditions on testimonials and endorsements, so we leave them out.
Does the guarantee count as performance-linked pay?
No. The guarantee depends on whether we do the agreed work. It has nothing to do with results, assets, or clients.
Who archives the posts?
Your firm does, under its own policy. We give your compliance team the log of every item, with drafter, approver, and date, to add to its records.
Get your advisors known, with compliance in the room
Twenty minutes, with your chief compliance officer if you like. We cover the review path and the approval log.
Book a strategy call