A social media tool for financial advisors, planners, wealth managers and insurance advisors, by Steady Stream
Your social media, handled. Compliant, consistent, and you never lift a finger.
Subscribe, connect your LinkedIn, Instagram and Facebook, answer a few questions about who you serve and which topics matter, and Bright Draft starts publishing high-quality, compliance-approved content to your channels. Every week. Without you.
Selling in five years? The tax bill is being set now.
5 years out: most options open →
Most owners start tax planning 12 months out.The lifetime capital gains exemption, holding company structure and your retirement income all work better with a longer runway…
Business owners · Tax planning
igInstagramWed 9:00
CPP at 60, 65 or 70?
The CPP math most people get wrong.Whether waiting is right for you depends on health, other income and what you’d do with the money at 60…
Pre-retirees · Retirement income
fbFacebookFri 12:00
Before March 2
RRSP or TFSA?
One question decides it: tax rate now, or in retirement?
A quick RRSP checklist for Calgary families.Know your room, compare your tax bracket now vs. retirement, and don’t forget spousal RRSPs if…
Families · Seasonal
Concept mockup. Bright Draft’s interface is in development; the experience shown reflects how it works.
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.
Retirement income
4%
The rule everyone quotes. Almost no one should follow it.
Retiring at 58 vs. 62
What four years really costs
Incorporated professionals
Salary or dividends? Wrong question.
Start with what you need at 65 →
Estate planning
The will is the easy part.
Set up in ten minutes. Then never think about it again.
Four steps, once. After that, Bright Draft runs.
1
Subscribe
$300 a month. No setup fee, no contract, cancel anytime.
2
Answer a few questions
Who you serve, your priority topics, anything you'd rather not discuss, your city, your tone. About five minutes.
3
Connect your profiles
Securely link LinkedIn, Instagram and Facebook. Bright Draft posts as you, on your accounts.
4
Bright Draft publishes
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.
Step 2 of 4
Who do you most want to reach?
Pick up to three.
✓ Business owners✓ Pre-retireesPhysicians & dentistsYoung familiesExecutivesRetireesHNW families
Priority topics
What should your content focus on?
✓ Retirement income✓ Insurance✓ Intergenerational wealth transfer✓ Getting money out of the businessTax planningEstate planningInvestingRESPs & educationCharitable givingCash flow & debtReal estateDivorce & life transitions
Topics you'd rather not discuss
We'll steer clear of these.
✓ Business succession✓ Crypto✓ Market predictionsMortgagesInsuranceStock picks
← BackContinue →
Built for advisors, not for everyone.
Generic scheduling tools give you a blank calendar. Bright Draft gives 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
Bright Draft posts to your accounts on schedule. There's no queue waiting for you to hit approve.
Backed by Steady Stream
Built by the team that runs SEO and paid ads for advisors across Canada. Upgrade to Growth for video and boosted reach whenever you're ready.
One plan. One price.
Bright Draft gives you back the hours you'd spend writing, designing and scheduling, and keeps your channels active every week without you thinking about it.
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. Bright Draft writes, designs and publishes to your connected accounts on schedule. You'll see the posts go live in your feed and in your dashboard.
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. A record of everything published is kept in your dashboard.
Can I cancel?+
Any time, from your billing page. No contract, no cancellation fee. Your accounts stay yours and everything already published stays up.
What if I want more than Bright Draft?+
Upgrade to the Growth plan for monthly video, boosted posts and reporting, or pair Bright Draft with SEO & AEO/GEO and paid ads from Steady Stream. Bright Draft is the visibility layer; those bring the leads.
