Marketing automation for financial advisers
People choose a financial adviser when life changes: a retirement date, an inheritance, a business sale. Maggie, your AI CMO, writes the clear, careful guides and posts that help them find you first, and nothing goes out until you approve it.
Free to start · No credit card · 30 free posts
Used by 600+ users and trusted by teams at
aeglesriphal.com
moonlakespa.com
shop.theteagroup.com
clo100.com
logtrics.io
mymorez.com
nextidal.com
otisapp.com
storaitelling.com
theheatpumps.co.uk
web-translations.com
exposeai.tech
orielipo.com
whitelabelcrowd.fund
elliptic.co
med.moonlakespa.com
netdex.co.il
orawellness.uk
reenest.com
syngage.ai
thepenthouseliving.com
zengolf.studio
imaintain.uk
rebuildingsociety.com
aurasocial.world
goaimex.com
moneyparents.com
newgenrenewables.uk
osmosisai.co
saunders.ac
teeza.app
thursdayclub.com
Why financial advisers struggle to keep their marketing going
Client reviews, suitability reports and paraplanning come first. Marketing gets whatever is left, and every word needs care.
Your diary is full of reviews
Annual reviews, cash flow meetings and report writing take up the week. Writing a blog post about pension consolidation slides to next month, and then the month after.
Every word needs care
A sentence that sounds like a promise of returns or a personal recommendation can cause real trouble. So posts sit waiting for a second read, and many never go out at all.
Clients come only through referrals
Existing clients, accountants and solicitors send most of your new work. When those introductions slow down, there is no steady stream of people finding you on their own.
The busy dates come and go
Tax year end, the Budget and the start of a new tax year are when people think about money. Without posts planned ahead, those moments pass without a word from your firm.
Tax year end is six weeks away, and your guides are already drafted and checked.
It's late February. Your diary is full of review meetings, and clients are already ringing about allowances before the tax year ends. Your website hasn't had a new article since the autumn.
You enter your firm's website into cmo.so. Maggie reads it and writes your brand profile: retirement planning, pensions and inheritance tax planning, the business owners and families nearing retirement you mostly work with, the towns you cover and the calm, plain way you explain money. You correct one thing: you no longer take on mortgage work. You turn on Content Policy Guard for financial rules and add one of your own: no post may read like a personal recommendation.
By Tuesday the drafts are waiting, each with a picture in your firm's look: a blog post explaining what tax year end means for pension contributions in general terms, a LinkedIn post for business owners on questions to ask before selling a company, and a Google Business update for people searching for a financial adviser nearby. Content Policy Guard has held one line that read like a promise about investment growth, with a suggested rewrite. You approve two, accept the rewrite and add your firm's risk wording to the third.
The posts go out at the times you set for each channel, and each comes back with its link. While you're in review meetings, Maggie plans the next topics around the new tax year, and Search Console in cmo.so shows which guides people are reading.
A marketing assistant who writes carefully about money
Each of those problems has an answer, and your firm still decides what goes out under its name.
Clear guides on the questions clients ask
General explainers on pensions, retirement income, inheritance tax and saving for children, written for Google and for AI answers. Published to your WordPress, Shopify, Wix or Webflow site, or any site through the cmo.so API.
Blog on autopilotA second check on every post
Turn on Content Policy Guard and posts are checked against financial rules, or your firm's own. A risky post is held as a draft with a suggested rewrite. These are AI suggestions, not legal or compliance advice.
Content Policy GuardReady for the dates that matter
Posts are planned and queued ahead of tax year end, the Budget and the new tax year, so your firm is talking about them while you're busy with clients.
Seasonal scheduleFound by people nearby
Regular Google Business posts keep your firm visible when someone searches for a financial adviser in their town, with a button that takes them to book an initial conversation through your website.
Google BusinessLinkedIn for introducers and business owners
Posts that keep you in front of the accountants, solicitors and business owners who refer and become clients, written in your firm's voice or from an adviser's point of view.
LinkedInNothing out without your sign-off
By default nothing goes out until you approve it. Keep approvals on for every channel and add your compliance lead in Me → Team so they can read every post first.
Approvals and teamYour marketing team, in your pocket
Real screens from the cmo.so app on iPhone.
From your firm's website to careful, regular posts in four steps
Enter your website
Maggie reads it and drafts your firm's brand profile in minutes.
Check your profile
Correct your services and area, turn on Content Policy Guard and add your firm's own rules and risk wording.
Review the drafts
Your first week of posts arrives with pictures. Approve, edit or skip each one.
Publish what you approved
Approved posts go out at each channel's times and every one comes back with its link.
Why not just…
The usual ways advice firms try to market themselves, and where each one runs out.
…use the articles your network or platform provides?
Ready-made articles save time, but the same words appear on many other firms' sites and they don't sound like you. Maggie writes from your own brand profile, about the clients you actually serve.
…wait for referrals?
Referrals are the best introductions, but you can't control when they come. Regular guides and local posts let people find you on their own, and give introducers something to pass on.
…pay a specialist marketing agency?
SEO and content agencies often cost around £1,000 a month, and you still check every word. Maggie writes and publishes every week from £15 a month, and you still approve each post.
…write it with ChatGPT?
You still brief it, check it, make the picture and post it yourself, and nothing checks the result against your rules. Maggie remembers your firm, and Content Policy Guard can hold a risky post.
Cut the £5,900/mo marketing bill to £15/mo
Everything a marketing team does, done by Maggie.
| What needs doing | Without cmo.so | With cmo.so |
|---|---|---|
| Full-time marketing hire | £3,000/mo | Included |
| SEO and AI search (GEO) agency | £1,000/mo | Included |
| Content writer, AI-assisted | £500/mo | Included |
| Social media manager, freelance | £800/mo | Included |
| Designed pictures for every post | £300/mo | Included |
| SEO and GEO softwareRank tracking, site audits, AI visibility | £250/mo | Included |
| AI writing and image tools | £50/mo | Included |
| Working hours | Office hours | 24/7 |
| Total per month | £5,900+ | From £15/mo |
Typical UK costs for a small business in 2026, with AI already cutting freelance rates. Estimates only; your own quotes will vary.
- 5 social posts, 30 once verified
- 15 Maggie messages a day
- Upgrade any time
- 12 posts a day
- 150 Maggie messages a day
- All channels
- 96 posts a day
- 1,000 Maggie messages a day
- All channels
Per website, billed monthly. Blog and social posts share one allowance; your best plan sets how much you can talk to Maggie across all your websites.
Marketing automation for financial advisers: your questions
Still unsure?
What is marketing automation for financial advisers?
It's software that does the repeating work of marketing an advice firm: planning topics, writing blog and social posts that explain money questions in general terms, making pictures and publishing on schedule.
With cmo.so, Maggie does all of it from your firm's website, and nothing goes out until a person at your firm approves it.
How do financial advisers get more clients online?
Financial advisers get more clients online by explaining the questions people have at big life moments, clearly and regularly, on their own website, Google Business profile and LinkedIn, so they're found when someone starts looking for advice.
Maggie writes those guides every week, queues them ahead of busy dates such as tax year end, and Search Console in cmo.so shows which ones bring people to your site.
Is it safe to use AI to write financial content?
It is safe when a qualified person reviews every post before it is published. cmo.so keeps approvals on by default, and Content Policy Guard can hold a post that may break financial rules as a draft with a suggested rewrite.
Content Policy Guard gives AI suggestions, not legal or compliance advice. It does not make a post compliant with the rules for financial promotions on its own, and your firm stays responsible for what it publishes.
How much does marketing automation cost for a financial adviser?
There's a free plan with no card needed. Paid plans are per website and billed monthly: Air at £15 a month covers two posts a day, which suits most small firms, and Pro at £45 a month suits a firm posting on several channels.
Founding members get lower prices for good on every plan until 1 January 2027. You can cancel any time.
Which channels should financial advisers start with?
Most start with their own blog, for general guides on pensions, retirement and inheritance, plus Google Business for people searching for an adviser nearby.
LinkedIn reaches business owners and the accountants and solicitors who refer clients. Facebook is in beta and can suit firms that work with local families. Each channel has its own posting times and queue.
Can posts stay general and avoid personal recommendations?
Yes, they can. Posts are written as general information, and you can add your own rule to Content Policy Guard, such as “no post may read like a personal recommendation”, so a post that may break it is held as a draft with a suggested rewrite.
You can also edit any post before approving it, and Maggie learns from your edits.
Can our risk warnings and firm details be added?
You can add your firm's standard wording, such as risk warnings or the line about how your firm is authorised, to your brand profile and house rules, so drafts include them where you want.
Your compliance lead can then check them as part of approving each post.
Do we need to share client information?
You don't need to share any client information. Maggie works from your public website and the brand profile you check, and cmo.so doesn't connect to your back office or client records.
cmo.so never sells or rents your data, and Search Console data is never used for advertising or to train AI models.
Can posts be planned around tax year end and the Budget?
Yes, they can be planned weeks ahead. Topics are scheduled around the dates that matter to your clients, so posts are written, checked and approved before the busy weeks.
They then go out at the times you set while you're in client meetings.
Will cmo.so post market commentary or fund performance?
It isn't built for daily market commentary. Maggie, your AI CMO, writes evergreen guides and timely posts about planning topics, and doesn't publish performance figures or product recommendations.
If you want a post on a market event, you can ask for it and review it carefully, with Content Policy Guard checking it against financial rules.
Can my compliance officer approve posts?
Yes. In Me → Team you can add your compliance lead and choose what each person can see or change, using presets such as editor or manager.
Approvals, edits and changes are kept in one place, so you always know who approved what.
We have several advisers. Can cmo.so write for each of them?
It can write LinkedIn posts from each adviser's point of view, with the voice set per channel, while the blog keeps your firm's voice.
Every post still goes through the same approvals, so nothing goes out under an adviser's name without being checked.
Be the adviser people find when life changes
Enter your website. Your brand profile and first week of posts are ready in minutes, and nothing goes out until you approve it.
- Free plan, no card needed
- You approve every post
- Cancel any time