Shruti KaushikWise Mango writes LinkedIn content for financial advisors and wealth managers whose every public word is a regulated communication. Shruti Kaushik interviews you, drafts to a written voice guide that records what cannot be said, edits every piece and sends it to you and your compliance function for sign-off before you publish. Two 60-minute discovery calls start the engagement; pricing is shared on a call.
What LinkedIn has to do for financial advisors
Prospective clients research advisors before a first meeting, and most of what they find is interchangeable. The profile that stands out explains how you think about money decisions in plain terms, so a reader can tell whether your approach suits them. That is what builds the trust that turns a reader into a meeting.
The constraints are the strictest of any profession here. Depending on your jurisdiction and firm, posts may count as advertising or financial promotions, need pre-approval and record-keeping, and must avoid performance claims, individual advice, guarantees and anything that could mislead. Many advisors stop posting because the review is painful. The fix is to write for the review from the start.
What changes in the process
The voice guide records the rules that apply to you and your firm: what needs pre-approval, which disclaimers are required, what cannot be said about performance, products or outcomes, and how client situations may or may not be referenced. Every draft is written to that standard before it reaches you, which makes the compliance round shorter. The compliance step is part of the approval process in the written proposal, with time allowed for it in every cycle.
Interviews focus on the educational material that compliance teams usually clear: how you structure a first conversation, the questions people should ask any advisor, common mistakes in planning stated generally, and what you believe about how decisions should be made. No projections, no returns, no "clients like you". Wise Mango does not interpret your regulations; your compliance function's sign-off is final.
Three sample topic angles
- The questions to ask any advisor before you sign. A plain checklist that shows your standards without promoting a product.
- A planning mistake I see repeatedly. Stated in general terms, with the principle that avoids it.
- How I run a first conversation. What you ask, what you do not ask yet, and why the order matters.
These are starting points, not a content calendar. The real list comes out of the interviews, and nothing is published that you cannot stand behind.
How the engagement runs
- Two discovery calls, 60 minutes each. Business context, who you need to reach, the point of view you should be known for, and how you sound when you talk about your work. These produce a written voice guide.
- A written proposal. Deliverables, review rounds, responsibilities, fees and exclusions, in writing before you commit. Pricing is shared on a call, not on this page.
- Interviews, then drafts. Each cycle opens with a short conversation and closes with drafts matched to the voice guide. Shruti Kaushik writes and edits; AI supports the drafting where it saves time; a human editor reads every piece.
- Your approval. You check every fact and approve every piece before it is published. You publish from your own account. Wise Mango never asks for your LinkedIn login.
Wise Mango works remotely with clients worldwide. No reach, lead or revenue outcome is promised; progress is reviewed against measures agreed with you.
A free resource whichever route you take: the Klype post checker, built by the same founder, flags unsupported claims, invented stories and machine-writing patterns in any LinkedIn draft, with no sign-up.
Book a 30-minute strategy call ↗
Prefer email? Write to shruti@wisemango.io with a line about your work and who you need to reach.
Common questions
Will the content pass our compliance review?
It is written for that review from the start, using a voice guide that records your firm's rules and required disclaimers. Compliance sign-off is part of the approval step in the written proposal. Your compliance function's decision is final.
Can posts mention performance or client results?
No. Performance claims, projections, guarantees and client-specific examples are excluded. The content is educational and general.
Who is responsible for record-keeping?
You and your firm, under your own rules. Wise Mango supplies approved drafts in a form that can be filed; the proposal records what is delivered and when.
Who writes the content?
Shruti Kaushik writes and edits the work. AI supports drafting; a human editor reads every piece; you and your compliance function approve before publishing from your own account.