Silver
10 shorts/month
$1,495/ month
- Onboarding/Review Calls
- Research
- Scripting
- Editing
- Uploading
- 7 Sales Focused Instagram Stories
- 24/7 Weekday Email Support
- Monthly Reports
- BONUS: Optimize Your Profile Checklist
Land Retainer Clients & Build Your Personal Brand on Social Media as a Busyfinancial professional
Done-For-You content system built for busy financial professionals who want to grow their authority, attract qualified leads, and turn social media into a client acquisition channel.
I'm Ready To Start
5.0 · 6 client reviews
Wall of proof
WHO IS THIS FOR?
If you're a finance expert with valuable knowledge but don't have the time to create content consistently, this is for you.
Financial Advisors
Build trust, educate your audience, and turn your expertise into content that brings in potential clients.
Wealth Managers
Use your personal brand to stand out, build authority, and attract high-value investors.
Mortgage Brokers
Turn your mortgage knowledge into simple content that builds trust and generates qualified enquiries.
Insurance Advisors
Educate your audience on insurance while building a personal brand people remember and trust.
CPAs & Tax Advisors
Turn complex tax topics into simple content that attracts business owners and high-value clients.
Financial Coaches
Grow your audience, build authority, and turn your expertise into demand for your coaching services.
Accounting Firm Owners
Show your expertise online and use content to attract businesses looking for ongoing accounting support.
Business Finance Consultants
Share practical financial advice that positions you as the expert and creates new client opportunities.
Lending & Loan Professionals
Create educational content that answers common questions, builds credibility, and generates leads.
Investment & Trading Educators
Turn your knowledge and market insights into content that grows your audience and builds your personal brand.
Finance & trading
5+ years
5.0
6 client reviews
Salman · Founder, Workolo
Copywriter & strategist
Who you'll work with
Hi, I'm Salman.
I don't just manage your social media. I build content that works.
I've spent 5+ years in the finance and trading world, while also working as a copywriter focused on creating content that gets people to pay attention, trust you, and take action.
That experience taught me something important: good content isn't about posting every day. It's about knowing what your audience wants to hear and turning that into content that creates business results.
I understand the finance audience, the questions they have, the objections they have before buying, and the kind of content that can turn a stranger into a warm lead.
I research your audience, competitors, offers, and positioning, then turn those insights into a content strategy built around attention, authority, trust, and conversion.
“My goal isn't to make your Instagram look busy. It's to make your content contribute to your business.”
HOW WE WORK TOGETHER
Step 01
Research
We find and study the top finance creators and best-performing content in your niche on Instagram.
Step 02
Script
Using the research and what we know about you and your business, we script your content for the whole month.
Step 03Your part
Film & edit
You film the scripts. We edit the videos.
Step 04
Upload
We post on your Instagram, with calls to action that send people to your DMs and your calendar.
FAQ
Everything finance experts ask before starting.
Does this actually work for finance professionals?
Yes. The same content system can be adapted to financial advisors, wealth managers, mortgage brokers, CPAs, insurance advisors, and other finance experts.
The strategy is simple:
We study what is already working in your market, find the topics your ideal clients care about, and turn your expertise into content that builds trust and creates opportunities for conversations.
We focus on:
- Your ideal clients and their biggest questions
- Content formats already performing in your niche
- Your own expertise, stories, opinions, and experience
- Topics that can attract the type of clients you actually want
- CTAs that move people toward DMs, calls, or your offer
You don't need to become a full-time creator. You just need to be the expert. We build the content system around you.
How much work is this for me? I'm already slammed.
You stay focused on running your finance business. We become your content team.
Your responsibilities:
- A few focused hours to film each month
- One monthly strategy/review call
- Quick approvals when needed
- Share your expertise, ideas, and feedback
Our responsibilities:
- Research your niche, audience, and competitors
- Find topics and formats that are already working
- Create your monthly content strategy
- Write your scripts and filming directions
- Tell you what to film and how to batch it efficiently
- Edit and prepare your content
- Publish your content
- Create sales-focused stories and CTAs
- Review performance and improve the strategy
You send us the raw videos. We handle the rest.
I've already tried posting on social media and it didn't work. What's different?
Posting more isn't the strategy.
Many finance professionals have already tried:
- Posting whenever they have time
- Sharing generic financial tips
- Reposting news and market updates
- Making a few videos and then stopping
- Posting without knowing what actually worked
Our approach is different.
We use a simple process:
- Research: We study your audience, niche, competitors, and content that is already getting attention.
- Test: We create different topics, hooks, angles, and formats to see what your audience responds to.
- Find the outliers: When a piece of content performs much better than normal, we study why.
- Double down: We create new variations around the topics, angles, and formats that are working.
You don't need to guess what to post every week. We build the system around what your audience is actually responding to.
Is this about followers, or will it help me generate clients?
The goal is not to collect followers just for the sake of it.
Your content should help the right people:
See you → Trust you → Follow you → Start a conversation → Become a lead → Become a client
That's why we create a mix of:
- Educational content
- Authority content
- Personal stories
- Client-focused content
- Problem-aware content
- Sales-focused CTAs
And we can direct people toward:
DMs, calls, lead magnets, or your website.
Followers are useful. But the real goal is building an audience that can eventually become business.
Why do I need 90 days?
Because we're building a content asset, not looking for one viral video.
The first few weeks are about understanding your market and testing different ideas.
Then we identify the topics, hooks, and formats that perform best.
After that, we create more of what is working and improve the system over time.
90 days gives us enough time to research, test, learn, and build a repeatable content system around your personal brand.
No guaranteed follower or revenue numbers. The goal is to build a stronger personal brand and a content engine that consistently creates opportunities.
Content Strategy Management Packages
Same system, different volume. Not sure which fits? That's exactly what the discovery call is for.
Gold
20 shorts/month
$2,495/ month
- Onboarding/Review Calls
- Research
- Scripting
- Editing
- Uploading
- 10 Sales Focused Instagram Stories
- 24/7 Weekday Email Support
- Monthly Reports
- BONUS: Optimize Your Profile Checklist
Diamond
30 shorts/month
$2,995/ month
- Onboarding/Review Calls
- Research
- Scripting
- Editing
- Uploading
- 15 Sales Focused Instagram Stories
- 24/7 Weekday Email Support
- Monthly Reports
- BONUS: Optimize Your Profile Checklist
In every plan
- Research
- Scripting
- Editing
- Uploading
- Sales-focused stories
- Reporting & review calls
Let's talk
Book a Call
Submit your details below — a free 30-minute discovery meeting to map out your content system.
I'm Ready To Start
5.0 · 6 client reviews