Your marketing, handled.
Watt drafts a week of posts, emails and articles in your voice and your brand. You read, approve, and get back to your clients.
Doing it yourself is the expensive way.
Kitces Research, How Financial Planners Actually Market Their Services, 2026 (pp. 87 and 89). Results describe advisors in the study, not a promise.
What Watt does
Posts, a newsletter and an article every week, in your voice, on topics your clients ask about. You read and approve in about ten minutes.
A free guide with the emails and posts around it, a newsletter series, an event, a review request: planned, written and checked.
One specific ask a year after each annual review, notes clients can forward, and something useful for the accountants and attorneys you work with.
Your colors, fonts, logo and disclosure on every graphic, with a design review before you see them. Three looks to pick from.
Every draft is checked against the SEC Marketing Rule and FINRA 2210 basics, nothing goes out without your approval, and you keep a copy of everything you approve.
More than fifty one-page explainers in your brand, from Roth conversions to Social Security, plus a How I work kit and a How I'm paid visual.
How it works
- Paste your website. Watt reads your brand, who you serve and how you write.
- Approve your week. About ten minutes. Change anything; Watt learns from it.
- Post it. Watt posts your approved LinkedIn posts at the times you pick. Everything else, you copy into Facebook or your email tool.
One plan. Everything included.
The first 7 days are free with no card, one trial per advisor. Plans are billed in advance by Stripe and renew until you cancel. No contract and no setup fee: cancel online any time. Watt is marketing software, not an investment adviser, broker-dealer or compliance reviewer: you and your firm remain responsible for what you publish. Prices don't include any taxes that apply.
Questions
Is anything published without me?
No. Watt drafts; you approve. You can send anything to your compliance team first.
Does it sound like me?
Watt learns your voice from your own writing and your edits, and it checks every draft against a plain-language test before you see it.
Does it work for my kind of firm?
Watt works the same whether you're with an RIA, a broker-dealer, both, or on your own. Your firm's rules decide what needs approval before it's published, and Watt never publishes anything you haven't approved.
Can I try it first?
Yes. Your first 7 days are free, with no card. Watt sets itself up from your website and drafts a real week for you to approve. When the trial ends, choose a plan to keep going, or don't: nothing is charged either way. One free trial per advisor; any email works, including a personal one.
What if it isn't for me?
There's no contract and no setup fee. Cancel online any time and you keep Watt until the end of the period you've paid for. If Watt isn't working for you, email us and we'll make it right.
How does billing work?
Stripe bills you in advance each month or year until you cancel. You can update your card, see invoices and cancel online any time. We remind you before an annual plan renews.