For fee-only financial advisors

Be the voice
behind the answer

Ten minutes with our AI host on the subject you know best. We produce the podcast episode, put your answers in our guides with your name on them, and license all of it back to you, free.

Record your note Free · about ten minutes

No membership needed
You approve everything
Credited by name

See how it works

One conversation,
four places it works

You talk once. Your answers go where people are already looking for help, with your name on them, and then they're yours to use too.

A podcast episode

Your answers, cut into an episode of about eight minutes with theme music and a produced intro, in the Advisor Notes feed.

Clips in our guides

Each answer becomes a short clip, placed in the written guide that covers that question and credited to you by name.

Your Wellspent record

Your episode and transcript sit on your record, where prospects can hear you and AI assistants can read what you said.

Yours to use

You get the finished files and a license to use them on your website, in your newsletter, on social and in client emails.

How it works

About ten minutes of your time, then one click.

You talk
Rowan, our AI host, asks six set questions in your browser, whenever it suits you. Nothing to book or install.

About ten minutes
We produce
We clean the audio, tighten your answers, add theme music and an intro, and cut a clip from each answer.

Within two business days
You approve
Listen, read the transcript, and approve the episode and each clip, or tell us what to change.

Nothing goes out before this
It goes to work
Everything you approved goes live on your record, in our guides and in the feed. Your files arrive the same day.

Yours to keep

You see the questions first

Every advisor on a topic gets the same six questions, so you know what's coming and there's nothing to prepare. Rowan may ask one short follow-up if an example would help.

Rowan stays away from returns, client results and client names. If one comes up, we cut it.

At the end, Rowan asks two optional questions about your practice for a separate series we make for other advisors. Skip them if you like.

The questions for equity compensation

Who comes to you about equity compensation, and what's usually going on in their life?
What's the most common mistake people make before they talk to someone like you?
Walk me through a typical situation. What would you look at first?
What should someone ask an advisor to know they've found the right one?
How do fees usually work for this kind of help?
If a listener can do one thing this week, what should it be?

How a clip looks in a guide

Someone reading about your subject hears the answer from you, with your credentials next to it and one click to your record.

Your name, firm and a link to your record on every clip
The transcript sits beside the audio, so search engines and AI assistants can read it
One continuous answer: we trim filler and never rearrange what you said
Only clips you approved, and you can pull one at any time

What to do when your RSUs vest

RSUs are taxed as income the day they vest, whether or not you sell. Your employer withholds shares to cover the tax, but the default rate is often lower than what you'll owe.

0:42

“People treat the vest like a bonus and forget it's already income. The first thing I look at is what was withheld, because that's where the April surprise comes from.”

Your Name, CFP® · Your FirmSee their record

Once you know the gap, the next question is what to do with the shares you now hold outright.

You hear it before anyone else does

You get a private link to everything we made. Nothing is published until you say so.

Approve the episode and each clip, one by one or all at once
Ask for a cut or a change in plain words
Re-record a single answer without redoing the interview
Send the link to whoever reviews your marketing
Keep a dated copy of exactly what you approved
Ask us to take it down at any time

Your words stay yours

You keep ownership of what you said. We use your answers to make our content better, always with your name on them. For anything further, we ask you first.

How Wellspent uses it

Adds your answers to our guides and articles
Credits you by name, with a link to your record
Shows your episode and clips on your record
Publishes the episode in the Advisor Notes feed

What you can do with it

Post the episode and clips on your own website
Use them in newsletters and client emails
Share them on LinkedIn and other social channels
Keep using them, whether or not you ever join

Your consent firstAnything beyond what's listed here needs your explicit consent.
Never in our adsYour voice doesn't go in Wellspent advertising.
Your words, as you said themClips are your own words, in the order you said them.
Always removableAsk and it comes down from every Wellspent site and the feed.

Questions

What does it cost?

Nothing. You don't need a Wellspent membership, and you keep your license to the episode and clips whether or not you ever join.

Who is Rowan?

Rowan is an AI host, and every episode says so. Rowan asks the questions so you can record whenever it suits you. Every answer is you, in your own voice.

What do you use my answers for?

To make our content better. Your answers go into our guides and articles, credited to you by name, and on your record. They don't go in Wellspent advertising, and anything further needs your explicit consent.

How many people will listen?

The show is new, so we won't quote you a listener number. The reach comes from where your answers sit: the guides people read when they're facing your topic, your Wellspent record, and your own channels.

Do I need a good microphone?

No. A quiet room and a pair of headphones are enough. Your browser records your voice at full quality on your own computer, not over a phone line.

What if I stumble over an answer?

Keep going, or start the sentence again. We trim false starts and long pauses, and you can re-record any one answer without redoing the whole interview.

How does this fit with compliance?

Rowan stays away from returns, client results and client names, and we cut anything that slips through. You can send the private link to whoever reviews your marketing before you approve, and you get the transcript and a dated copy of what you approved for your files.

Will my clips definitely go in a guide?

Your episode goes on your record and in the feed. A clip goes into a guide when that guide covers the question, and we rotate voices across advisors. Those choices are editorial. Paying for Wellspent doesn't change them.

Can I change my mind later?

Yes. Ask at any time and we'll take it down from every Wellspent site and from the feed.

Start with your work email

We'll send you a sign-in link. Pick your topic, record whenever it suits you, and follow your episode from your dashboard.

Be the voicebehind the answer

One conversation,four places it works