We don't just write your content — we run your entire client-acquisition system. Content engine + custom landing page + lead magnets + automations + monthly competitor audit. Compliance pre-screen on every post.
Every other DFY service generates content and hopes your compliance officer waves it through. We pre-screen every post, archive every approval, and route disputed drafts to your firm's reviewer. Advisor approval is mandatory before any publish — you hold ultimate responsibility, we make it easy.
Pre-screen: Every draft auto-checked against FINRA 2210, SEC marketing rule, state insurance regs, and your firm's rulebook. Routing: Flagged drafts route to your compliance officer via email with a one-click approval link in AA Portal. Audit log: Every approval (yours + officer's) logged with timestamp + reasoning — FINRA Rule 17a-4 archive-ready CSV export. Voice calibration before first batch so revisions don't pile up as compliance false-positives.
Both tiers ship the full stack. Professional adds more platforms, more lead magnets, more webinars, and a blog on your domain.
Voice profile (with calibration samples) + ICP profile + Story Vault library + 90-day content calendar. Your existing logo and tagline used; we don't redesign.
On your own domain (bring or buy via our Namecheap reseller). Email sender at hello@yourbrand.com. Pro adds a blog.
~50 pieces/mo (Growth) or ~120 pieces/mo (Pro). Native production per platform — never cross-posted. Compliance pre-screen on every draft.
2/quarter (Growth) or 4/quarter (Pro). Any format: checklist, calculator, ebook, mini-course, video, webinar replay. Each ships with capture page + 3-email delivery sequence.
DWY — you set up Zoom & present; we produce the full promo cycle (6 emails + 8-12 social posts + countdown + replay landing page). Growth: 1 in 90 days. Pro: 1/quarter. Replay becomes a video lead magnet.
Lead → nurture → booking. DM triage (LinkedIn DMs drafted, you approve). No-show recovery. Quarterly client check-in pings — drafted in your voice from CRM data.
Native: GoHighLevel, HubSpot, Salesforce, Pipedrive, Zoho. Zapier bridge for anything else. CSV fallback. No CRM? We bundle a basic Contacts page in AA Portal.
Branded PDF: performance per platform, lead conversion funnel, top performers, recommendations for next month. Plus 3-5 competitor advisors tracked monthly.
30-min monthly 1:1 with Butz — sequenced after the monthly report so data drives the conversation. Optional; recommend at least 1x per quarter.
You complete a 12-section AI-assisted intake workflow (3–7 days at your pace). Our team processes inputs into deliverables. Day 14 handoff.
Voice + ICP + pillars + positioning consolidated.
Calibration baseline so future drafts land first-try.
Your client wins + origin + personal stories, tagged.
Pillars + topic backlog mapped to your platforms.
Approval-pending in your portal, ready to ship.
Live on your domain. Hero, lead magnet, CTA, About.
Already collecting emails on Day 14.
Drafted in your voice, awaiting approval.
Bio, headline, banner on each platform.
Leads flow from Day 1.
hello@yourbrand.com, DNS configured.
Loom + written guide so you can operate the portal independently.
Both tiers include the full stack: brand + content + lead capture + automations + CRM + landing page + monthly report. Pro adds platforms, lead magnets, webinars, and a blog.
+ $998 setup. Every post pre-screened — compliance officer says yes the first time. For RIAs and MDRT-level agents building their first serious personal brand and acquisition system.
+ $998 setup. Same yes-first-time compliance, across every relevant channel — including a blog on your domain. For top-producer advisors scaling niche authority.
Add-ons (both tiers): Additional Platform $298/mo · Talking-Head Video Pack $398/mo · Extra Lead Magnet $498 one-time · Extra Webinar Content Push $498 one-time · Additional Strategy Call $298/each · DM Engagement Mgmt $398/mo · Domain via AA ~$20/yr
| Feature | Growth · $1,998/mo | Professional · $2,998/mo |
|---|---|---|
| Onboarding fee | $998 (one-time) | $998 (one-time) |
| Minimum commitment | 3 months | 3 months |
| Platforms / surfaces | 3 (2 chosen + Newsletter) | 6 (2 chosen + X + Threads + Newsletter + Blog) |
| Content volume | ~50 pieces/month | ~120 pieces/month |
| Custom landing page | ✓ | ✓ + Blog |
| Lead magnets / quarter | 2 | 4 |
| Webinar Content | 1 in first 90 days | 4 / year (1 per quarter) |
| Automations bundled | All 4 | All 4 |
| CRM integration | 1 native + Zapier + CSV | 1 native + Zapier + CSV + officer routing |
| Compliance pre-screen | ✓ | ✓ |
| Officer routing workflow | ✓ | ✓ + FINRA export |
| Monthly PDF report | ✓ + competitor audit | ✓ + competitor audit + 90-day reviews |
| Strategy call with Butz | Optional · quarterly minimum | Optional · quarterly minimum |
| Revision turnaround | 48hr · 2 rounds/piece | 48hr · 2 rounds/piece |
Honest comparison. AA DFY isn't the only way to ship content. Here's where the alternatives break for advisors who answer to compliance.
If your firm has no real compliance pressure — ChatGPT or a freelancer can work. If you have a real compliance officer or carrier marketing team — generic content shops generate posts and pray. We pre-screen every draft against your rulebook before it lands in your queue. That's the difference.
Case studies populate as founding clients ship their first 90 days. Featured here.
We confirm fit (firm compliance, niche, budget). You confirm whether AA is right for you. No hard sell. If it's not a fit, we'll point you at what is.