Bright Draft
Fully managed social media for financial advisors, planners, wealth managers and insurance advisors
Your social media, handled. Compliant, consistent, and you never lift a finger.
Tell us who you serve and which topics matter. We write, design and publish high-quality, compliance-approved content to your LinkedIn, Instagram and Facebook. Every week. Without you.
Get started for $300/month
← no contract, cancel anytime
Content that connects, and teaches something.
Helpful posts that answer the questions your clients are already asking, with bold graphics and real photography. Designed as a system, so your feed looks like one practice, not twelve templates.
One short conversation. Then never think about it again.
Four steps, once. After that, we run it.
1
Subscribe
$300 a month. No setup fee, no contract, cancel anytime.
2
Tell us about your practice
Who you serve, your priority topics, anything you'd rather not discuss, your city, your tone. A short call or a quick form.
3
Connect your profiles
Give us access to LinkedIn, Instagram and Facebook. We post as you, on your accounts.
4
We publish
8 posts a month, each published to LinkedIn, Instagram and Facebook, written for your audience and on schedule. You'll see them go live. That's it.
What we ask you
Who do you most want to reach?
Pick up to three.
✓ Business owners
✓ Pre-retirees
Physicians & dentists
Young families
Executives
Retirees
HNW families
Priority topics
What should your content focus on?
✓ Retirement income
✓ Insurance
✓ Intergenerational wealth transfer
✓ Getting money out of the business
Tax planning
Estate planning
Investing
RESPs & education
Charitable giving
Cash flow & debt
Real estate
Divorce & life transitions
Topics you'd rather not discuss
We'll steer clear of these.
✓ Business succession
✓ Crypto
✓ Market predictions
Mortgages
Insurance
Stock picks
Built for advisors, not for everyone.
Generic scheduling tools give you a blank calendar. We give you a full one.
Compliance approved
Every post goes through our compliance process before it publishes. Nothing for you to review, nothing to fix.
Written for your niche
Content matches the clients you told us you want: business owners, pre-retirees, professionals. Not generic finance tips.
Canadian, and local
RRSP, TFSA, CPP, OAS, FHSA, provincial nuances and your city. Seasonal posts land on the real deadlines.
Three channels, one subscription
Every post goes out to LinkedIn, Instagram and Facebook, so all three channels stay active from one set of content.
Published, not just drafted
We post to your accounts on schedule. There's no queue waiting for you to hit approve.
Run by Steady Stream
Handled by the team that runs SEO and paid advertising for advisors across Canada. Upgrade to Growth for video and boosted reach whenever you're ready.
One plan. One price.
It gives you back the hours you'd spend writing, designing and scheduling, and keeps your channels active every week without you thinking about it.
Need video, boosted posts and reporting? See the Growth plan at $800/month →
Fully managed social media
$300 / month
No setup fee · No contract · Cancel anytime
- ✓8 posts a month, each published to LinkedIn, Instagram and Facebook
- ✓Written for your audience and specialty
- ✓Compliance approved before it publishes
- ✓Published to your channels automatically
- ✓A monthly summary of what was published
Live on your channels this week.
Questions
Is this only for financial advisors?+
Yes. Every piece of content is written for financial advisors, financial planners, investment advisors, insurance advisors and wealth managers in Canada and the clients they serve. That focus is why it passes compliance and why it sounds like you.
Do I really not have to do anything?+
After setup, no. We write, design and publish to your accounts on schedule. You'll see the posts go live in your feed.
Will the posts sound like me?+
The setup questions cover your audience, priority topics, topics to avoid, city and tone. Content is written in the first person, from your perspective, for the people you want to reach. You can update your profile any time and the content follows.
How is this compliant?+
Every post goes through our compliance process before it publishes. Content is educational and avoids performance claims, guarantees, testimonials and specific product recommendations. We keep a record of everything published and can share it with your dealer at any time.
Can I cancel?+
Any time, with a quick email. No contract, no cancellation fee. Your accounts stay yours and everything already published stays up.
What if I want more?+
Upgrade to the Growth plan for monthly video, boosted posts and reporting, or pair it with SEO & AEO/GEO and paid advertising from Steady Stream. Social is the visibility layer; those bring the leads.