Say the thing that needs to be said — to one person, in thirty to sixty seconds. Built on the four-step recipe from Going Silent.
Start here
How do you want to work?
Step 1
Your practice
The recipe works for any credentialed professional. Tell it where you work so the topics and the language fit your world.
Step 2
Describe your target audience
Name one person. Not "retirees" — one imagined recipient. The book calls her Margaret: a woman in her late sixties, recently widowed, looking at her IRA and wondering how much she can spend. Every sentence gets calibrated to her — and she is the silent enforcer of the clock.
Tip: click the microphone and just talk — describe them the way you'd describe a real person across your desk. Age, situation, and the worry that keeps them up at night.
Step 3
Select your topic
Bring your own subject — or let the tool show you the ten questions your audience is most likely asking right now in the sector you chose.
Step 4
How should it be said?
Same substance, different delivery. Pick the tone that fits how you feel this content needs to be described — and how long you have Margaret's attention.
Named recipient → hook → body → call to action. Every time.
Step 2
Your script
Paste the script exactly as you plan to say it. The compliance screen will repeat it back with any flagged language highlighted, cite the rule for every finding, and give you the sign-off and printable report.
First-pass screen with citations — your compliance reviewer signs off and prints the record.
Automated first-pass screen — not a determination of compliance. This report screens the script against common SEC and FINRA communications standards and documents the findings for review. Under FINRA Rule 2210(b)(1)(A), retail communications must be approved by an appropriately qualified registered principal before use. The AI does the first pass. Your compliance reviewer has final authority — this page never has it.
1 · Script under review (flagged language highlighted)
2 · Rule-by-rule findings
3 · Principal / compliance reviewer sign-off
Not the reviewing principal? Send this report for sign-off:
Sends a one-button email that opens this exact script and report for the reviewer — no account needed.
Approved for use — who should be notified?
Sends a link to the signed, approved report. Both parties can print / save it for the firm's records.
Approved with required changes — explain the changes and notify the creator:
The changes are recorded in the report's reviewer notes and included in the email, with a link back to the signed report.
Not approved — state the reasons and notify the creator:
Sign above first. The reasons are recorded in the report's reviewer notes and included in the email, with a link to the signed report.
Retain this record in accordance with your firm's books-and-records schedule (SEA Rule 17a-4; FINRA Rule 4511 — generally three years for communications). This report is generated locally in your browser; nothing is transmitted.
The Recipe — 1 a named recipient ·2 a hook ·3 a body that delivers substance ·4 a call to action Thirty seconds is the target. Sixty is the ceiling. "I have made this longer than usual because I have not had time to make it shorter." — Pascal