iExcel
What We Do
Case Studies
TAKING NEW BRIEFS · Q2 / 26
Accepting new audits — Accepting new firms

Compliant Social Media Marketing for Financial Services.

We build and manage a secure, high-quality content ecosystem that validates your real-world expertise, satisfies compliance officers, and turns referred prospects into booked consultations.

  • ✓Compliance-first workflows Pre-approved review processes and archiving integrations built to satisfy FINRA, SEC, and FCA rules.
  • ✓Custom educational content Weekly posts, infographics, and video scripts that translate complex financial concepts into clear ideas.
  • ✓Clear attribution tracking Dashboards showing traffic to key product pages and booked meetings, not just empty engagement metrics.
CadenceMonthly management
ComplianceFINRA / SEC ready
Book your kickoff
30 minutes with a senior operator
Free
“Social media for financial firms isn't about going viral. It's a digital validation engine that closes the trust gap when high-net-worth prospects do their due diligence.”
3–5
Posts per week

What you walk away with.

Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.

Outcome 1

A digital footprint that validates your expertise

Your LinkedIn, Facebook, and Instagram profiles rebuilt with compliance-friendly bios, consistent branding, and professional imagery that mirror your real-world credibility.

Turnkey profile optimization across platforms
Outcome 2

A steady stream of educational content

A monthly calendar of custom-designed posts, clear infographics, and ready-to-record video scripts that explain financial planning without triggering regulatory flags.

3 to 5 custom posts scheduled weekly
Outcome 3

Direct connection to your advisor calendars

Booking funnels and landing pages that link your social media calls-to-action directly with your scheduling tools and financial calculators.

Integrated booking funnels and calculators

Our six-stage process.

We build a secure, repeatable publishing engine. From compliance integration to content distribution, every step is documented and pre-approved.

1
Stage 1

Discovery & social audit

We review your existing profiles, analyze competitor positioning, and map out where your target audience (from pre-retirees to professional segments) actually spends time online.

Profile footprint reviewCompetitor gap analysisAudience network mappingInitial strategy playbook
2
Stage 2

Compliance setup & workflow

We work with your compliance officer to configure secure archiving software, establish platform permissions, and set up a clear 24-to-48-hour approval turnaround plan.

Archiving software integrationApproval workflow designAccess & permission setupCompliance guidelines alignment
3
Stage 3

Profile optimization & branding

We rebuild your bios with compliant wording, apply consistent visual templates, and ensure all required disclaimers and legal links are prominently displayed.

Turnkey bio rewritesHeader & visual designDisclaimer & legal link placementBrand asset packaging
4
Stage 4

Content & editorial planning

We write custom educational posts, design infographics, and draft video scripts for short-form reels that translate technical wealth management concepts into clear assets.

Monthly content calendarCustom infographic designVideo scripts & storyboardsEducational copy draft
5
Stage 5

Scheduling & community management

We deploy your approved content through scheduled queues and monitor your profiles, managing inbound messages and comments in line with compliance rules.

Scheduled queue deploymentInbound message monitoringComment moderationBrand mention tracking
6
Stage 6

Analysis & attribution reporting

We review performance metrics to track progressive indicators, measuring traffic to key product pages and booked consultations to optimize the strategy.

Quarterly performance reportsAttribution dashboard setupConsultation booking trackingStrategy optimization

Built for security.

100%
Compliance-aligned
Built for FINRA, SEC, and FCA rules
24–48hr
Approval turnaround
Pre-approved workflow with your team
3–5
Posts per week
Custom educational content
100%
Senior delivery
No juniors, no offshore outsourcing

Start here.

Pick a time, or send context first. Either way, a senior operator replies in one business day.

Book a 30-minute kickoff
Zoom · recorded · senior operator on the line
Free
Prefer to write first?

Tell us what you're seeing. We'll reply with a candid take.

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Replies from a senior operator, never an SDR.

Questions, briefly answered.

We manage compliance by integrating secure archiving software and establishing a strict pre-approval workflow before any post goes live. Every piece of content is reviewed by your compliance officer or principal review officer, and we maintain a 24-to-48-hour turnaround plan. We also ensure all required legal disclaimers, licensing disclosures, and links are permanently and prominently displayed on your profiles.

Build a compliant social presence.

Validate your expertise, satisfy your compliance team, and build trust with high-net-worth prospects.

Book your kickoff →
Book the 15-min sanity check.