AA DFY is in founding-cohort waitlist mode · 6 slots / month · US & Canada at launch · join the list →
For financial advisors & insurance agents · global

Stop ghosting your own audience. Compliance-safe content, shipped weekly.

You know LinkedIn is where the book grows. You also know your compliance officer kicks back half your drafts. We built the workflow that gets both moving — for RIAs, insurance agents, and advisors building from PH to NA.

Find the right fit Get this week's prompt
✓ 600+ newsletter subscribers ✓ 37 Sprint alumni across two cohorts ✓ Built by an 8X MDRT practitioner
For US & Canada RIAs and insurance agents · $1,998 – $2,998/mo

Your brand. Your domain. Your voice. Our team.

Done-for-you personal brand + complete client-acquisition system. Compliance pre-screen on every post. Built for RIAs and MDRT-level agents whose compliance officers actually have rules.

Book a discovery call See the DFY service
✓ FINRA & provincial-aware ✓ 14-day onboarding to live brand ✓ Sales-call only — no self-checkout
Para sa Pinoy advisors & insurance agents · ₱2,880 – ₱5,880/mo

Build your advisor practice on autopilot with fflo.

Personal brand, content, lead magnets, public landing page — one tab. Built for PH advisors who want to apply the Sprint methodology without juggling spreadsheets and a dozen tabs.

Try fflo · 14-day trial Join The Hub
✓ 14-day trial · no payment until Sprint Step 8 ✓ 37 Sprint alumni across two cohorts ✓ Onboarding Sprint built in

Looking for done-for-you? AA DFY is built for US/CA — but PH/SEA advisors with established practices and $2K+/mo budget can book a DFY call.

For advisors in SG · ID · TH · MY · VN · fflo is open

Build your advisor practice on autopilot with fflo.

Personal brand, content, lead magnets, public landing page — one tab. fflo is live globally at $98/mo USD (PH advisors get the locked PHP rate of ₱5,880/mo). 14-day trial, no payment until you ship.

Try fflo · 14-day trial Join The Hub
✓ 14-day trial · no payment until Sprint Step 8 ✓ Onboarding Sprint built in ✓ Free newsletter ships globally

Established practice with $2K+/mo budget and looking for done-for-you? AA DFY is open globally for the right fit — book a discovery call.

Built by an advisor with these credentials
8X MDRT
2× GAMA IMA DIAMOND
120-ADVISOR AGENCY BUILT

MDRT = Million Dollar Round Table (global top-producer standard). GAMA IMA Diamond recognises agency-leader excellence.

Which one is right for me?

Skip the funnel. Here's the short answer.

You're in the US or Canada with a $2K+/mo budget and a real practice → AA DFY. Our team runs your brand. (Founding-cohort waitlist — see ribbon up top.)
You want to operate the AI system yourself (PH or global) → fflo. ₱5,880/mo (PH) or $98/mo USD (global). 14-day trial, no payment until you ship your live funnel.
Anywhere on the planet, not ready to commit money → the newsletter + The Hub Open tier. Both free. Both useful day one.
Still not sure? Book a 30-min call — we'll point you at the right one. We'd rather lose you to a better fit than land you in the wrong product.
Pick your level

Three ways to work with us. Start anywhere.

Most advisors come in through the free newsletter or community, get a feel for our approach, then graduate into the tool or the done-for-you service when they're ready.

📨
Free · weekly

AI Powered Advisor

One short, prompt-centric email every Tuesday. Hook → Insight → A prompt you can use that day → Takeaway. 5-minute read. 600+ subscribers.

Free forever · unsubscribe anytime
Subscribe →
💬
Free + member tiers

The Hub

Where advisors using our tools and the AI Sprint cohort gather to swap real-world wins, breakdowns, and questions. Open tier is free. Members tier is included with a paid fflo subscription.

Open: Free · Members: included with fflo
Explore The Hub →
🛠️
$1,998 – $2,998 / month

Done-For-You Service

Your brand. Your domain. Your voice. Our team. Complete personal-brand engine + client-acquisition system. Compliance pre-screen on every post. Sales-call only — no self-checkout.

+ $998 onboarding · 3-month minimum · NA primary
See the DFY service
↓   Most advisors graduate up over time   ↓
⚡
Inside advisor accelerator · the advisor AI system

fflo — the advisor AI system

Content engine, lead capture, public landing page at fflo.io/{your-handle}. ₱5,880/mo Standard. Open to advisors globally — PHP for PH, USD for everyone else.

Learn about fflo →
Pricing at a glance

Free where it should be free. Premium where it earns it.

Most advisors enter through the newsletter or The Hub, get a feel for our approach, then graduate into fflo or DFY when they're ready.

Product Price Market What you get
Newsletter Free Global One prompt-centric email every Tuesday. 5-minute read.
The Hub · Open tier Free Global Community where advisors swap wins, prompts, compliance war stories.
fflo · the advisor AI system ₱5,880/mo Global (PH-first) Self-operated AI content engine + landing page at fflo.io/{your-handle}. 14-day trial. Members-tier Hub included.
AA DFY · Growth $1,998/mo
+ $998 setup		 US & Canada Our team runs your brand. ~50 posts/mo · 3 surfaces · 2 lead magnets/qtr · 1 webinar in 90 days · compliance pre-screen on every post.
AA DFY · Professional $2,998/mo
+ $998 setup		 US & Canada Everything in Growth + ~120 posts/mo · 6 surfaces · 4 lead magnets/qtr · 1 webinar/qtr · blog on your domain.

3-month minimum on DFY · Sales-call only — no self-checkout · Founding-client pricing reserved for the first cohort.

The moat

Compliance is the moat — not the AI.

Every other AI content tool treats compliance as a final-step checkbox. We built every product — newsletter, The Hub, fflo, DFY — around the four workflow pieces that get your compliance officer to say yes the first time.

🛡️
Layer 1

Pre-screen every draft

Every draft auto-checked against FINRA 2210, SEC 206(4)-1, state DOI rules, NAIC suitability, and your firm or carrier's specific rulebook — before it lands in your review queue.

🔁
Layer 2

Officer routing

Flagged drafts route to your compliance officer via email with a one-click approval link. No PDF attachments. No "see attached spreadsheet." DFY Pro tier ships this end-to-end.

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Layer 3

Audit log everything

Every approval (yours + the officer's) logged with timestamp + reasoning. FINRA Rule 17a-4 archive-ready CSV export on demand. Examiners ask, we deliver.

🎙️
Layer 4

Voice calibration first

Voice profile locked before the first batch, so revisions don't pile up as compliance false-positives. Your officer reviews actual marketing copy — not rewrites of the same draft seven times.

If you have a real compliance officer (RIA, BD-affiliated, captive insurance, MGA), generic content tools generate posts and pray. We built the workflow.

Why us

Built by an advisor. Run by a team that's worked inside compliance.

Butz Peteza
Founder

butz peteza

11 yrs in financial services · Founder bp labs
8X MDRT 2× GAMA IMA Diamond PH advisors assoc. executive MDRT Miami Beach '25 120-advisor agency

11 years in financial services. I spent 8 of those years and $15,000+ trying to crack lead generation the manual way: consultants, ads, ghostwriters, every tactic short of the one that actually works. None of it compounded. From the inside, I watched insurance agents and RIAs fight the same compliance battle on different rulebooks. advisor accelerator is the system I wish I'd had — content, story, and compliance handled by a team, so the work runs while you're with clients.

More about the team →

Questions before you commit

The three most-asked, answered honestly.

Same methodology, two delivery models. DFY: our team runs your entire brand — custom domain, human-edited content, compliance routing, monthly strategy report. fflo: you operate the AI system yourself — your brand at fflo.io/{your-handle}, AI-drafted content with templated review. DFY is "done for you, $1,998+/mo, US/CA primary". fflo is "you run it with AI, ₱5,880/mo (PH) or $98/mo USD (global)."
We pre-screen every draft against FINRA 2210, SEC 206(4)-1, state DOI marketing rules, NAIC suitability, and your firm or carrier's specific rulebook. DFY Pro tier routes flagged drafts to your reviewer with a one-click approval link. Wirehouse W2 reps typically can't use AA DFY — firm restrictions. We'll flag that on the discovery call. Captive insurance, MGA, independent RIA, broker-dealer affiliated — yes, that's exactly the audience.
Newsletter and The Hub Open tier: today, free, instant. fflo: open to advisors globally — ₱5,880/mo (PH) or $98/mo USD (everyone else). 14-day trial, no payment until you ship your live funnel. AA DFY: currently in pre-launch founding-cohort waitlist mode. Get on the list and we'll email you when launch opens.

Start free. Get the newsletter.

One prompt-centric email every Tuesday. The fastest way to see whether our approach fits how you think.

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