Make adviser social media simple
Halio Workspace takes the hassle out of managing adviser content.
Less chasing. Less fixing. More consistency.
Less chasing. Less fixing. More consistency.
Take the stress out of
adviser social media
Halio Workspace gives you one place to manage ideas, approvals, and scheduling, so you spend less time chasing advisers and more time getting results.
The problem you face
.png)
You know social media works. But getting advisers to post consistently? That’s the hard part.
You’re chasing them for ideas.
You’re rewriting posts that don’t sound right.
You’re stuck between compliance and deadlines.
It’s exhausting. And it takes you away from the work that really matters.
You’re chasing them for ideas.
The Solution
One workspace. Less chasing. More posting.
Halio Workspace brings everything into one simple platform.
A content library full of ideas tailored for advisers and accountants
Approval flows that make compliance straightforward
A shared calendar so you can see exactly what’s going live, and when
Team analytics so you finally know who’s posting (and who isn’t)
Why halio?
Why you’ll love it
Advisers stop sending half-finished drafts — they start posting real content
.png)
Compliance becomes part of the flow, not a roadblock
You can finally prove the results of social media activity across the team
No more “herding cats” — everyone has the same easy system to follow
What our clients are saying
about halio workspace
Before Halio Workspace, I was constantly chasing advisers and editing posts at the last minute. Now, everything runs through one system. I spend less time firefighting and more time building our brand.
Marketing Manager, Operations Lead.
.png)
Frequently asked questions
What does your managed social media service include?
With Halio Managed, our team handles everything from scheduling, creating and managing your content, so you can focus on building your business and keeping your clients happy.
What is the difference between halio Managed and halio Managed+
halio Managed+ includes all of the features of halio Managed, plus proactive outreach services. With Managed+, we also handle engagement tasks like sending connection requests, initiating messages, and driving active audience engagement - helping you expand your network and boost your brand’s reach.
Who creates my content?
You will have a dedicated social media specialist who will create your content in line with your brand guidelines. They will work closely with you to ensure the tone and messaging align perfectly with your goals.
Do I need to approve posts before they go live?
Yes. All posts are first placed in your queue within halio, where you can quickly review and approve them before publication. This process is simple and straightforward, ensuring every post meets your standards, keeping you in control, without being time-consuming.
How often will content be posted on my behalf?
The Halio managed package includes 3-4 posts per week. We collaborate with you to establish a schedule that keeps your audience engaged while fitting your business objectives.
Which social media platforms are supported?
Our managed service supports LinkedIn, Facebook, Instagram. We customise our approach based on your target audience, industry and requirements.
How do you ensure compliance with industry standards?
We specialise in creating content specifically for SJP, UK Financial Advisers and UK Accountants, allowing us to ensure compliance with relevant industry and company standards.
What is the turnaround time for content creation and approval?
Content will be available for approval at least 3 working days prior to the scheduled posting date. Any urgent content requests will be actioned within 1 working day.
How do I get in touch with my social media specialist?
You will be able to contact your social media specialist via a dedicated WhatsApp group or via email, whichever best suits you.
Can I cancel the service at any time?
Our service requires a minimum term of six months. After this period, you can cancel your service by providing a 30-day cancellation notice.
© 2025 Halio.ai
