Watt opens October 16
Marketing off your plate. Every week.
When advisors get busy, marketing is the first thing to get pushed aside. Watt drafts your posts, newsletters and graphics every week, in your voice and your brand, and you approve what goes out. Built by a CFP® for financial advisors.
harborpine.comRead my website
Watt read your website. Here is what it found.
Your colorsFrom your site and logo
Your fontsNewsreader for headlines, Inter for text
Who you helpIndividuals and families at every stage of life
How you writeWarm, plain and in the first person
Your disclosureAdded to every graphic and email
Your week is drafted. Monday, 6:00 am
5 posts with graphics3 looks to pick from for each
Drafted from this week's topic
Client email · draftBefore you act on an AI money answer
Hi there,
If you've asked ChatGPT or another AI tool about your money, you're in good company. It's a good way to learn the basics.
The catch is that a general answer is written for the average person. It can't see your taxes, your other accounts or your plans.
Before you act on an AI answer, forward it to me and I'll check it against your plan.
Visit Harbor & PineVoice check passedYour disclosure added
More than fifty client handouts, drawn in your brand
- Before you act on an AI money answer
- Roth vs traditional
- When to claim Social Security
- Which account to spend first
- How much life insurance
Nothing goes out until you approve it
5 posts for this weekApproved by you, Monday 8:12 am
1 client emailReady to paste into your email tool
LinkedIn, Tuesday 8:30 amWatt posts it for you
A copy for your recordsDownload it any time
About ten minutes, start to finish.
