Client-ready monthly content for RIAs and financial planners, all without writing from scratch.
RIA Content Vault gives you 2 client emails, 2 articles, and 12 social posts every month, written specifically for independent RIAs. Keep your clients informed and calm while you focus on actual planning and reviews.
No calls. No contracts. Cancel anytime. Everything delivered by email.
Your clients expect steady communication. You don’t have steady writing time.
Every RIA knows the playbook:
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Clients are calmer and stickier when they hear from you regularly.
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Thoughtful emails and articles build trust and referrals.
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Silence during volatility is when doubt creeps in.
The problem is simple:
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You’re buried in reviews, planning work, and service.
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Writing clear, compliant, client-friendly content takes hours.
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By the time you’re free, the moment has passed.
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RIA Content Vault exists to remove the blank page, so you can show up for clients without sacrificing nights and weekends to writing.
Exactly what’s inside the RIA Content Vault each month
2 client-ready emails
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Plain-English messages you can send to all clients or segments. Light on jargon, focused on reassurance, clarity, and next steps.
Examples:
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“What recent market moves mean for your plan”
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“3 money moves we don’t recommend right now”
2 longer articles / blog posts​
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Educational pieces you can:
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Publish on your blog
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Use as newsletter anchors
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Turn into LinkedIn articles or resources on your site
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Examples:
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“How to think about cash, bonds, and stocks in a higher-rate world”
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“Why staying invested often beats reacting to headlines”
12 short social posts​
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Snippets you can drop into:
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LinkedIn
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Email intros
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Simple client updates
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Mix of:
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Short money tips
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Behavioral reminders
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“Thinking prompts” that reinforce your planning-focused approach
Quarterly checklist or one-page lead magnet​
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Once per quarter, you get a simple PDF-ready asset you can share with clients and prospects, such as:
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“Year-End Planning Checklist”
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“7 Money Questions to Review Before Retirement”
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“Volatility Playbook in Plain English”
You add your intro, your usual disclaimer, and your logo — the rest is done.
See a sample pack
Want to see what the content actually looks like?
Here’s a real example of a monthly pack from RIA Content Vault, including:
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1 client email
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1 longer article
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5 short social posts
You’ll see the tone, structure, and level of detail — written in plain English, ready for you to customize with your intro and disclaimer.
Who RIA Content Vault is built for
RIA Content Vault is designed for:
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Independent RIAs and financial planning firms
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Roughly 1–10 advisors
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Typically $25M–$500M AUM (not a hard rule, just a guide)
It’s a strong fit if:
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You want to send consistent, thoughtful communication to clients and prospects
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You’re tired of staring at a blank screen trying to write “the right thing”
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You’re happy to add your own intro and run content through compliance, but don’t want to be the main writer
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You prefer calm, clear, planning-first communication over hot takes and predictions
How it works (no calls, no meetings)
Step 1: Join as a charter member
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Choose the Solo or Small Firm plan and complete checkout via our secure Stripe page. Your charter rate is locked for 12 months.
Step 2: Fill a 2-minute onboarding form
Share your firm name, advisor names, and preferred sign-off/disclaimer so we know how you plan to use the content.
Step 3: Get your monthly pack by email
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Each month, you’ll receive an email with links to:
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2 client emails
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2 articles
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12 social posts
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Any quarterly checklist/lead magnet due that quarter
Content is provided in an easy-to-edit format so you can adjust tone, length, and details.
Step 4: Customize and send
You:
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Add a short personal intro
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Insert your usual compliance disclaimer
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Paste content into Mailchimp, HubSpot, Campaign Monitor, or your email tool
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Schedule a few social posts
Timing:
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Your first pack arrives within 2 business days of completing the onboarding form.
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After that, you’ll receive a fresh pack on the first business Monday of each month.
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Everything is handled asynchronously over email. No calls required.
Charter pricing for early firms
Your rate is locked for 12 months as a charter member.
Solo RIA – $97/month
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Use the content under one firm or advisor brand
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Best for solo advisors or very small practices where everything goes out under a single name
Small Firm (up to 3 advisors) – $147/month
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Use the content under up to three advisor names/brands within one firm
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Perfect if each advisor wants to send “their” version of the content to their own clients
Charter pricing is limited to approximately the first 15–20 firms. Pricing for new signups may increase later based on feedback and added features.
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*Important notes:* RIA Content Vault provides general educational content only and does not provide individualized investment, tax, or legal advice. You are responsible for your firm’s compliance review and approvals before using any content with clients or prospects. Subscriptions renew monthly and can be canceled at any time effective at the next billing period. Because all content is delivered digitally each month, we don’t offer refunds for past months. Content is licensed for your firm’s use only and may not be resold or redistributed to other firms.
Why this exists
Created by a finance and communication specialist who writes daily for RIAs and financial planners.
After working directly with RIAs and planning-led firms, the same theme kept surfacing: “We know what to say, we just don’t have the time to sit and write it.” Reviews, meetings, and service always come first, and client communication gets squeezed into evenings and weekends.
RIA Content Vault exists to take that off your plate. It’s built by someone who writes every day for advisory firms and understands how to balance technical accuracy with plain-English, client-friendly messaging.
Frequently asked questions
Q: Is the content exclusive to my firm?
A: The content is not geographically or firm-exclusive — multiple RIAs can license the same monthly pack. It is written specifically for RIAs and financial planners, and you’re encouraged to add your own intro, examples, and details so it reflects your voice and client base.
Q: Can I edit the content?
A: Yes, and you should. You can freely edit, shorten, or expand anything to match your style, planning philosophy, and compliance requirements, as long as you don’t resell it as a content product or share it with other firms.
Q: Is this compliant?
A: The content is general educational information written in plain English. It is not individualized investment advice, and it avoids product-specific recommendations. You are responsible for reviewing and approving all content under your firm’s compliance process and adding any required disclosures.
Q: How is the content delivered?
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A: Once per month, you’ll receive an email with links to that month’s pack in a simple shared folder (for example, Google Drive or Notion). You can copy and paste everything into your email system and social platforms. Quarterly checklists and lead magnets are delivered the same way.
Q: When will I receive my first pack?
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A: New subscribers typically receive their first pack within X business days of completing the onboarding form. If you join mid-month, you’ll still receive the current month’s pack so you can start using the content right away.
Q: What support is included?
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A: Support is handled asynchronously by email. If you have questions about how to use or adapt the content, you can reply to any of the monthly emails and we’ll respond as soon as possible. Strategy calls and custom writing are not included in the base plans.
Q: Can I see what the content looks like before I join?
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A: Yes. You can view a sample pack here:
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It includes a real client email, a longer article, and a few social posts so you can see the tone and structure.
Q: When will I receive my content each month?
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A: New subscribers receive their first pack within 2 business days of completing the short onboarding form. After that, you’ll get a fresh monthly pack on the first business Monday of each month, so you always know when to expect it.
Q: How do I cancel?
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A: This is a monthly subscription. You can cancel any time, and your access continues through the end of the current billing period. Because the content is digital and delivered up front each month, we don’t offer refunds for past months.