How can financial advisors use LinkedIn?

To show how they think before a client ever calls: what they ask in a falling market, how they talk about fees, what a first meeting covers. Scripe turns your firm's research into ideas for each advisor, drafts them in their voice and sends every draft to review.

Can compliance approve posts before they go out?

Yes. Each draft goes to the reviewer you name, who approves it or sends it back with a note. With required reviews on for the workspace, posts scheduled from the board, the chat or a connected assistant wait for that approval.

Is there a record of who approved what?

Yes. The request, the reviewer's decision and their note are kept on the post. Scripe isn't an archiving system for regulatory record-keeping, so keep your archiving provider for that.

Can we control what Scripe writes from?

Ideas and drafts build on your positioning and the documents you add to the knowledge base, and each idea's brief cites the passage it draws on. You decide what goes in.

Which rules apply to our posts?

That depends on your firm, your regulator and what you offer, so your compliance team decides. In the EU, for example, MiFID II expects marketing communications to be fair, clear and not misleading. Scripe gives that review a place on every draft; it doesn't judge the rules for you.

Do advisors need to learn Scripe?

No. They answer a question by voice note and approve their draft. Marketing and compliance run the rest.

Where is our content stored?

In Frankfurt, with a DPA included. LinkedIn is connected through its official interface via OAuth, so nobody shares a password.

Industry · Financial services

Your advisors on LinkedIn, with compliance in the loop.

Scripe drafts posts for your advisors and partners from your own research and house views. Compliance reviews each draft, approves it or sends it back with a note, and the decision stays on the post.

AA

Markus FeldPartner, Wealth Management

When markets drop, the costliest decision is the one made in a week.

The calls we get on days like these all start with the same question: should we sell?

What we ask instead:

Has your goal changed, or only the market?
When do you actually need this money?
What would you do if it fell further?

Past performance is no guide to future returns, which is exactly why the plan matters more than the day.

Compliance review

Review requestedMon 16:40

Changes requestedTue 8:05

Sarah MensahPlease add the risk sentence from the house view, page 4.House view Q4 · page 4

Approved by SarahTue 11:20

ScheduledWed 7:45

Every post is a compliance question.

The advisors have the expertise. Between the idea and the post stand a review, a second review and a week, so most of them stop asking.

Expertise content today

Drafts travel by email to compliance and back.
A claim needs a source, and the source sits in someone's inbox.
Nobody can say which version compliance actually approved.
The house view reaches clients, never LinkedIn.

Expertise content in Scripe

Review requests and decisions happen on the draft itself.
Ideas cite the research and house views they build on.
The approval, the reviewer and their note stay on the post.
Every advisor's plan on one calendar, weeks ahead.

From the house view to an approved post.

One idea at a wealth manager, followed through the week.

01
Your research becomes the source
House views, market commentary and approved materials go into the knowledge base once, from Google Drive or Notion.
02
An idea for each advisor
Scripe proposes ideas that fit each advisor's audience, and an idea built on your research cites the passage it uses.
03
A draft in the advisor's voice
Scripe writes the post from the advisor's tone of voice. The advisor adds their own view by voice note if they like.
04
Compliance reviews on the draft
The reviewer approves the draft or sends it back with a note, and the decision stays on the post.
05
Scheduled, with the record kept
The approved post goes out in its slot. Who requested, who approved and what they noted stays with it.

Knowledge baseResearch and approved materials

House view Q4Google Drive
Market commentary, OctoberNotion
Approved risk wordingGoogle Drive

Synced

Reviewed, sourced and planned, advisor by advisor.

The review, the sources and the plan live in the draft rather than around it.

Why this idea will work

Clients are asking advisors what to do as

come up in your niche. Your

already answers it in plain words, and it speaks to

. The question-led post is how

explains a plan without forecasting the market.

Ideas that cite your research.

Your house views and approved materials sit in the knowledge base. An idea built on them cites the passage in its brief, so anyone can check the source before a word is drafted.

This weekWealth Management

L3 profiles

MonTueWedThuFri

7:45

Why I stopped forecasting rates in client meetingsReach

8:00

Three questions before any client sellsTrust

7:45

When markets drop, the costliest decision is the fast oneTrust

8:00

How we explain our fees to new clientsTrust

L9:00

Our house view, in five slidesTrust

Every advisor's plan, weeks ahead.

Advisors, partners and the Company Page on one calendar. You see who is planned, what waits for review and what went out.

IdeaTrustWhat we ask before a client sells

L3 profiles

Markus· DraftThe question that never changes in twenty years

Daniel· DraftThree questions before any client sells

LLindwall Capital· DraftOur house view, in five slides

Each advisor in their own voice.

One idea can become a post for several advisors, each from their own tone of voice and client focus.

Q3 reportLindwall Capital · 4 advisors

Impressions198,990New followers+312Engagement rate4.8%

Export reportCSV

Whole workspacePer profile

Download CSV

Numbers for the quarterly review.

LinkedIn's numbers per advisor and per post, in one view. When the partners ask what LinkedIn brought, the answer is one report away, per advisor or for the whole firm, as a CSV.

What advisors post, by job.

Ideas for a wealth manager's team. The market update is the least of it.

ReachTop of funnel
Gets the advisor seen beyond existing clients.
- Twenty years of client meetings: the question that never changesCareer Before & After
- What the hour before markets open looks like in our officeDay-in-the-Life
- Why I stopped forecasting rates in client meetingsPersonal Hot Take
TrustMiddle of funnel
Shows clients and prospects how the firm thinks.
- Three questions we ask before any client sells in a falling marketSystematic Frameworks
- How we explain our fees to new clientsActionable Guides
- What our house view changed this quarter, and whyData-Backed Insight
ConvertBottom of funnel
Invites the people who are ready for a conversation.
- Our guide to selling a business, free for foundersLead Magnet Giveaway
- How a family planned the handover of their company with usClient Success Story
- What a first meeting with us coversOffer Highlight

In finance, people outperform the market update. Against the same author's other posts, finance posts about career and work life earned 1.27×, and posts filed as news updates 0.83×.

For firms where trust is the product.

Advisory firms of 11 to 200 people, where the partners and advisors are the brand.

Wealth and asset managers
Advisors explain how the firm thinks, with the house view as the source and compliance in the loop.
M&A and corporate finance advisors
Partners share deal lessons and market reads, without naming a client who hasn't agreed to it.
Insurance brokers
Brokers answer the questions clients ask at every renewal, planned across the team's profiles.
Fintechs and specialised banks
Product and leadership posts in one plan, with each draft sent for review before it is scheduled.

What Scripe does, and what stays with your firm.

Scripe gives your review a place in the workflow. Your compliance rules stay yours.

A review on every draft
Name a reviewer for each post; the request, the decision and the note stay on it.
Required reviews
Turn them on for the workspace, and the board, the chat and connected assistants hold a post back until it is approved.
Frankfurt, DPA, OAuth
Content is stored in Frankfurt with a DPA included. Profiles connect through LinkedIn's official interface via OAuth.
No client data
Scripe works from your research and your advisors' expertise, not from client portfolios. Keep client data out of it.
Not an archive
Scripe doesn't archive communications for regulatory record-keeping. Keep your archiving provider for that.
Your rules, your call
What may be said, and who must approve it, is your compliance team's decision. Scripe gives that decision a place on every draft.

Priced per profile and per seat

Every personal profile you plan for is a seat, with its own settings, knowledge and post history. Add seats as more people start posting. Approval workflows start in the Advanced plan, roles and permissions in the Business plan. A marketer prepares, each person reviews and publishes their own post, and nobody shares a login.

Every paid plan starts with a 7-day free trial.

See pricing

Give your advisors a voice, with compliance in the loop.

Ideas from your research, drafts in each advisor's voice, a review on every post.