PreslyAttract more clients with financial content that builds trust
High-net-worth clients research financial advisors extensively before making contact. Presly generates the financial education content, market insights, and trust-building posts that position you as the credible, relatable advisor clients choose when they're finally ready to invest.
Plans from $39/mo · 7-day free trial · See plans
Financial education that builds authority and trust
Clients hire financial advisors they trust and understand. Educational content about investment basics, retirement planning, tax strategies, and market behavior builds the expertise credibility that converts researchers into consultation requests.
- Retirement planning education content
- Investment and portfolio diversification tips
- Tax planning and optimization content
- Life stage financial planning posts (marriage, children, retirement)
Market insight content that demonstrates expertise
Timely market commentary, economic news analysis, and investment strategy posts demonstrate that you're watching the market — and that your clients' money is in capable hands.
- Market update and economic commentary posts
- Interest rate and Fed policy education content
- Stock market and economic trend analysis
- Current events and portfolio impact content
Trust-building content that converts referrals
Most financial advisory clients come through referrals. Social content that showcases your approach, celebrates client milestones (with permission), and demonstrates community involvement builds the trust that activates your referral network.
- Financial milestone celebration content (with consent)
- Community involvement and charitable giving posts
- Team and firm culture content
- Client success and goal achievement features
You post. Customers respond. Presly catches every reply.
The AI generates and schedules your posts — and when customers respond, every DM, comment, and Google Business review lands in one unified inbox. No more app-switching, no more missed inquiries. The whole workflow, start to finish, in one place.
- Every DM from Instagram, Facebook, and more — one screen
- Google Business reviews alongside your social comments
- Reply without leaving Presly — generate posts and manage responses together
- Never miss a new customer, a 5-star review, or an unanswered question
- On Pro, AI drafts an on-brand reply — you edit and approve before it sends
Love your work! Are you taking new clients?
⭐⭐⭐⭐⭐ Amazing service, highly recommend!
Hi, do you offer weekend appointments?
All platforms · One screen · Zero missed messages
Frequently asked questions
What should financial advisors post on social media?
Financial education content (retirement planning, investing basics, tax strategies), market commentary and economic analysis, firm culture and team content, client milestone celebrations with consent, and financial planning tip posts. Educational content performs best for building the trust that generates advisory client inquiries.
Are there compliance concerns with financial advisor social media?
Yes. FINRA and SEC have social media guidelines for registered investment advisors. Presly generates educational and informational content rather than specific investment recommendations. You and your compliance officer review all content before publishing to ensure regulatory compliance.
Which platforms work best for financial advisors?
LinkedIn is the highest-converting platform for financial advisors seeking professional and HNW clients. Facebook reaches a broad demographic for retirement and financial planning content. YouTube is growing for financial education. Presly manages all three.
How much does Presly cost?
Presly starts at $39/month with a 7-day free trial.
The clients who need your expertise are researching advisors right now
Presly generates your financial education content, market insights, and trust-building posts automatically — keeping your advisory firm visible to clients throughout their entire research journey.
Plans from $39/mo · 7-day free trial · See plans