60
Handled for you
Marketing, handled for you.
We turn your answers into three personal posts and a custom visual, finished and ready to use.
For financial advisors, RIAs and family offices
Ten minutes a week.
Your marketing, done.
Personal LinkedIn posts and custom visuals, shaped from what actually happened in your week. Made for financial advisors, with your firm’s review process in mind.
Subscribe to get your free LinkedIn guide.
Complimentary guide
The LinkedIn guide
for financial advisors
for financial advisors
Subscribe to receive your free copy.
6040.ai
Advisor editionFree
Advisor editionFree
55,150impressions on a single advisor post
4real posts with verified reach
180reactions from one post
Real results from real posts.
Real post examples
Reach worth a closer look.
Four LinkedIn posts and the impression counts shown in their post insights.
Real post screenshots, shared to show the work and its reach.
About the CEO
Alexandra Hill
With 15+ years in wealth management, including UBS, Morgan Stanley and Raymond James, I know how much a clear voice matters. I was ranked No. 23 on AdvisorHub’s 2026 Advisors to Watch list, am an MIT Sloan Fellows MBA candidate for 2028, and mentor with Harvard Business School FIELD X.
I built 6040.ai to take the marketing work off an advisor’s plate, while keeping each post personal to the person and practice behind it.
Chief Executive Officer6040.ai
The new 60/40
60% handled. More time for clients.
We handle the marketing work from start to finish: gathering your week, writing your posts and creating your visual. You spend your time with clients and choose what represents your practice.
40
Your time, protected
Your focus stays with clients.
You bring the experience behind each post and decide what to publish. Your voice stays yours.
A simple weekly rhythm
Five quick questions.
Your finished posts, every week.
After subscription and discovery, we turn your week into three personal LinkedIn posts and a custom visual. Review each post, then copy and paste it wherever you publish.
01
Once
Complete your discovery questions.
Tell us about your practice, clients, experience and voice.
02
Every week
Answer five quick questions.
Share what happened in your week. It takes about ten minutes.
03
Your weekly bundle
Your posts and visual are ready.
Your finished posts and visual are ready. Review them, then copy and paste wherever you publish. Nothing is published without you.
A useful bundle, every week
Four thoughtful ways to show up.
Expert post
A planning insight in your words.
Personal post
A client lesson or story behind your practice.
Update post
An award, a hire, a milestone or an event.
Custom visual
A branded image created to accompany your post.
Written in your voice, from your real week. Personal, never generic market commentary.
Your weekly bundle
01ExpertA planning insight
02ClientA useful lesson
03PersonalYour story and point of view
A custom branded visual
Why this works
Personal is more memorable.
01
Personal details make a post feel familiar and worth reading.
02
Your clients want to know who you are, not just what the market did.
03
A steady rhythm keeps your practice visible, without taking time from clients.
Clear review, every time
You stay in control.
Every post is yours to review before you publish. Your firm's process stays part of the process.
- You approve each post, then copy and paste it into your firm’s approved platform.
- We follow your firm's guidelines.
- No performance claims, no predictions, no recommendations.
Founding 10 advisors
$99 a month for the first six months
Then $199 a month. Subscribe to start advisor onboarding and receive your weekly bundle.
Questions, answered
Before you get started.
How much time does this take?
About ten minutes a week after onboarding.
Is it compliant?
You approve everything, and we follow your firm's rules.
Will it sound like me?
Every post starts from your own answers about your week.
Do I need to be good at LinkedIn?
No. We handle the weekly marketing. You review and copy the finished posts into your firm’s approved platform.