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Olaé finance · accounting, brokerage, insurance

make money simple to understand

Accountants, tax specialists, mortgage brokers, insurers and financial advisors: Olaé suggests educational post ideas made for your business and adapts them to each network, to earn the trust of new clients without ads.

trust comes first

Ideas for your business

what to post this week

A few of the ideas Olaé suggests as soon as you pick your industry in your brand profile. One tap turns them into complete posts.

accounting and tax

What your clients want to seeMiss nothing, understand deadlines and know when to get help.

Ready-made ideas
  • This month’s deadlines, explained simply
  • The 3 documents to keep for your tax return
  • A common tax myth, untangled
  • Sole proprietor or company: questions to ask yourself (no personal advice)
  • Behind the scenes of your firm during tax season

brokerage and insurance

What your clients want to seeUnderstand contract terms, compare calmly and know who to call when something goes wrong.

Ready-made ideas
  • One contract term explained in 30 seconds (deductible, rate, coverage)
  • The steps of a mortgage application, from first meeting to keys
  • What to check before signing an insurance policy
  • What to do after a claim, step by step
  • The questions you get asked most, with general answers

advice and wealth

What your clients want to seeLearn the basics, feel heard and trust a regulated professional.

Ready-made ideas
  • One basic concept explained (savings, budgeting, compound interest)
  • The most common money mistakes, and how to avoid them
  • What a first meeting with you looks like
  • Your journey, your certifications and how you work
  • Debunking a scam going around on social media
What the networks look at

education beats promises

people save what clarifies

A tax calendar or a clear definition gets saved for later. Those saves and shares help your post travel, on LinkedIn as well as Instagram.

a face, a voice

People hand their money to someone they feel they know. Talking to the camera, even for 20 seconds, builds that trust.

finance is closely watched

Networks limit easy-money content, and regulators oversee financial advertising. General, careful explanations travel better and protect your reputation.

How Olaé helps

from idea to post, no jargon

your brand profile

Pick “Finance, accounting & insurance”: Olaé suggests the topics, audience and keywords for your business, each with a short explanation.

one post per network

One idea becomes a LinkedIn post, an Instagram carousel, a YouTube Short or a Facebook post for your local clients.

your deadlines, planned

The calendar spreads your posts across the month, around the right moments: tax season, back to school, year end, renewals.

a coach that answers

A question about a video, a caption or a hashtag? The coach tells you simply what to do and why.

Regulated professions

you stay in charge of every word

Advisors, brokers, insurers and accountants often have communication rules set by their regulator or professional body. Olaé writes suggestions and you choose what gets posted: review each post and check that it follows your profession’s rules.

Our commitments

explain, without promising

what olaé helps you do

  • Explain money concepts in simple words
  • Remind people of deadlines and good habits
  • Present your method, your team and your certifications
  • Post regularly without spending your evenings on it

what olaé will never do

  • Make up client reviews or testimonials
  • Promise a return, a gain or guaranteed savings
  • Give personal advice in place of a meeting
  • Buy followers or likes
Frequently asked questions

you are probably wondering

My profession is regulated. Am I allowed to post?

Usually yes, as long as the information is accurate, general and makes no promise of results. The exact rules depend on your regulator or professional body: Olaé helps you write, but you decide what gets posted.

Which network should an accounting firm or a broker pick?

LinkedIn for businesses and freelancers, Instagram and Facebook for individuals in your area. Olaé adapts the same idea to each network, so you don’t rewrite everything.

I run several offices or several advisors. How does it work?

The Agency plan keeps up to 10 brands apart, each with its own profile, calendar and website. Handy for a firm with several offices or advisors.

Your wave starts here

your future clients are looking for you. shall we?