A good draft is not enough. This is your voice, your clients.

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A good draft is a useful start. But for advisors, the real work usually happens after the draft exists: making it sound like you, shaping it for the clients you serve, and turning it into something clean enough to actually send.

That is why we added Smart Edit to Share Scoops. It gives advisors a faster way to take expert-reviewed financial content and turn it into something more personal, more relevant, and more ready to use

Try Smart Edit

Start by selecting/combining scoops that were produced and reviewed by financial experts.
Then use one-click editing tools to make it:

  • Sound like you

  • Fit the clients you serve

  • Look polished enough to send

Not more generic content.
A faster path from a useful draft to your draft.

Use one-click tools to adjust voice, personalize to an audience, and polish the content into a finished format.

Make it sound like you.

The topic may be right.
The draft may be accurate.

But advisors still need the final version to feel like something they would actually say.
That is what My Voice is for.

With one click, advisors can adjust the tone of a draft to make it more:

  • Relatable

  • Measured

  • Casual

  • Direct

The goal is simple: Less generic. More you.

Find the version that feels most like you, save it, and apply it again the next time.

Make the same topic speak to the right client.

The same financial topic does not land the same way for every client.

A business owner may care about cash flow.
A corporate professional may care about compensation, RSUs, or career decisions.
A retiree may care about income, taxes, and risk.

Personalize helps advisors adapt a draft to the audience they actually serve.

So the content does not just explain the topic.

It connects the topic to the client’s situation.

Adapt a draft to the audience you actually serve

Turn the draft into something ready to send.

Sometimes the content is right, but the structure still needs work.
That is where Polish helps.

It can clean up the draft and turn selected content into a more finished piece with:

  • Headings

  • Cleaner structure

  • Skimmable formatting

  • Newsletter-ready presentation

This is especially useful when you are combining multiple ideas into one update.

You choose the topics.
Smart Edit helps shape the final version.

Choose the topics → shape the final version.

Try Smart Edit inside Share Scoops.

Advisors told us they wanted their own voice. We took it a step further. Advisors should not have to choose between speed and quality.

You can start with expert-reviewed content, then quickly make it sound like you, fit your audience, and look ready to send. All while tracking the changes.

That is the point of Smart Edit.
Not to replace your voice.
To help you get to it faster.

The last day to join the free 30-day guided activation is May 31

If you want to try Smart Edit with us, this is the best time to do it.

We’re already working 1-on-1 with advisors across the country to refine their whole marketing and client communication process. For a whole month. FREE.

The last day to sign up is May 31.

Then, you get 30 days inside Share Scoops with a guided setup, weekly office hours, and help turn your existing LinkedIn and email tools into something that drives more conversations and referrals with less work.

  • Personalized LinkedIn profile audits and feedback

  • Content reviews

  • Marketing strategy feedback and refinement

  • Newsletter buildout

We show you how to use your existing tools to show up more consistently without having to become a full-time marketer or content creator.

If you don’t stay with our content platform after that, you leave with a repeatable system.

Start your guided activation.

Want to see it in action first? Book a quick walkthrough before May 31, and we’ll help you map Smart Edit to the way you already create content.

Let’s walk through it together in 15 minutes

Augustus

Augustus Christensen
Founder & CEO

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