Powering your presence

Social media support for networks that builds trust and strengthens brand consistency

Halio empowers advisers to show up with confidence - delivering compliant, relevant posts that support advisers and strengthen your brand across social media.

What this can look like

We’ve supported advisers and firms with social media management by:

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Creating and scheduling posts that engage the right audience
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Writing content in plain English that feels personal but remains compliant
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Designing branded graphics and visuals that stand out in feeds
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Growing adviser visibility through consistent posting and engagement
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Managing comments, interactions, and outreach to ideal clients

Working with you

How we help Advisers and Firms

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Creating tailored content plans that align with your goals
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Writing, designing, and scheduling posts on your behalf
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Managing outreach and engagement with the right audience
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Analysing performance to refine content that works best
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Keeping everything compliant and brand-aligned

This service is used by advisers and firms who want to build their presence online without sacrificing time with clients.

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Why it works

Because consistency beats perfection. Advisers who show up regularly online are seen as more credible, more approachable, and more trusted. We make that consistency happen without it becoming another job on your to-do list.

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Social Media

Specialist Consultants

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Mark Lamb

Director & Co Founder

About
I’m obsessed with business and my hero is Richard Branson, one of my early influences, after reading his book "Screw it, let's do it", which is a motto I often adopt myself.

Besides business, I love to travel and am currently residing in Bali, Indonesia. I’m an avid Liverpool supporter and season ticket holder, however due to living away, no longer get to go to the game.

Likes
Travelling, Liverpool Football Club and marketing

Dislikes
Celery, rude people and cold weather

Matt says…

“Social media is one of the most underused tools in financial advice. Advisers think it’s just posting occasionally, but it’s about building trust and visibility over time. Done well, it’s one of the most powerful growth channels.”

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Common questions we help answer:

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How do I post consistently when I don’t have the time?

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What should I be posting as a financial adviser?

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How do I make my content stand out while staying compliant?

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Can outsourcing social media still feel authentic to me?

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How do I measure if my social media is actually working?

Want to grow your firm or unlock new opportunities? Talk to Adeptli

We’ll help you create and deliver strategies that drive real results – not just plans on paper.

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Need to know more

Frequently Asked Questions

Browse our FAQs to learn more about our support and services.

01
Which platforms do you manage?
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Do I need to provide the content?
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How do you ensure compliance?