Hannah Cole
Managing Partner
Staff LinkedIn profiles became a major driver of new business.
Fully managed LinkedIn content for regulated firms
Turn your team's expertiseinto qualified leads.
We research, write and publish approved LinkedIn content for your people, then help turn interest into qualified conversations.
Checked against your firm's rules, and published only at the approval level you set.
For regulated firms with 10+ people. Start with 2 to 3 selected profiles.
- Financial advisers
- Wealth and asset management
- Insurance
- Accountancy and advisory
- Law firms
- Fintech
- Firms with large rep or partner networks
James Porter
Commercial Director
The partners at our firm now bring in qualified prospects for our services.
Sarah Ellis
Head of Advisory
I never imagined non-marketing/sales to be a key client acquisition source.
The opportunity.
What could new
enquiries be worth?
You already pay for the expertise. Put it in front of potential clients.
Set your lead assumptions
Your current activity.
A coordinated team.
Equivalent acquisition spend / month
$0Add your lead valueChoose a lead rate and enter a USD value to explore a scenario.Illustrative starting assumptions, editable above. These are not a forecast or a guarantee. Lead value is an acquisition-cost equivalent, not revenue or profit.
Here’s what we do.
We manage the content. Your people remain the experts.
We handle the work. Your people review their posts. Your firm sets the rules.
What the service includes
Lectern Teams is a fully managed service. The people taking part are not asked to become content creators, and their day job stays their day job: the only ongoing ask is reviewing their own posts. The service has three parts.
Content creation and publishing. We follow the news, research and questions your intended clients care about. We match each relevant topic to the person best placed to speak to it, then write original content in their voice and for their specialism. Once your firm has approved a post, we publish it on the person's behalf, to the agreed schedule, using access the person authorises. How that access works, and how it is removed when someone stops taking part, is set out in writing before launch.
Pre-checks against your rules. Before anyone in your firm reviews a draft, we check it against the rules agreed with you: for example restricted claims, how advice is described, required disclosures, confidentiality and competitor mentions. Anything that needs a closer look is flagged. Our checks are a pre-screen. Your firm sets the approval level and holds the final say.
Reporting and ongoing management. A clear view of what was drafted, approved and published, how it performed, the conversations started and the enquiries recorded through the agreed route. We run the service and report to you. You are not handed software to operate.
The result: your firm's expertise reaches relevant clients, your people keep their time for their work, and your approval standards stay in place.
How your team’s expertise reaches clients
The expertise is already on your payroll. Most of it never reaches the clients who would value it.
Your expertise should not stop at the people who already know you. A firm can have knowledgeable people and valuable perspectives without a consistent way to turn them into useful public content. Asking busy people to post more does not create a managed process.
We provide that process, and we run it for you.
Illustrative estimate
Enter your figures to estimate the combined connections.
Together, their networks already include many of the people your firm wants to reach. Unless someone is turning that expertise into content, little of it reaches them.
Estimated from the number of people and an average connection count you can change. Connections overlap, and not all of them are relevant clients.
A financial advisory firm
One firm, three specialists, one company strategy. We write examples for your own sector during scoping.
| Person | Topic | Client problem |
|---|---|---|
| Retirement planning adviser | The questions business owners raise about retirement when they start planning an exit. | An owner wants to understand what to think about before taking advice. |
| Corporate finance lead | What lenders look at when a growing firm borrows for the first time. | A finance director preparing for a first facility wants to know what will be assessed. |
| Tax specialist | Common questions when reviewing the structure of a family-owned company. | The owner of a family business is not sure the current structure still suits them. |
Different expertise. Different voices. One coordinated strategy. Each person speaks to the clients the firm wants to attract, in their own area, and every topic relates to a service the firm offers. Topics are general in nature. How advice is described is governed by your firm's rules.
We research.
Follow the news, research and questions your intended clients care about.
We select and pre-check.
Choose relevant topics and check them against your firm's agreed rules.
We learn your people's voices.
Understand their specialisms, perspectives and way of speaking.
Pre-checks passedApproval at the level you set.
We match the topic.
Connect each topic with the person best placed to speak about it.
We write. You approve.
Write original posts; the person reviews and your firm approves at the level you set.
We publish approved posts.
Publish on their behalf using authorised access and an agreed schedule.
- Brand guidelinesQueued
- Restricted claimsQueued
- Confidential informationQueued
- Competitor mentionsQueued
From a post to an enquiry.
Give the right clients a reason to get in touch.
A relevant client problem
a useful perspective from the right person in your firm
content approved through your process
the right people engage
we help start a relevant conversation
an enquiry or a booked call
your firm's agreed next step.
How conversations become qualified leads
Visibility on its own is not the goal. Every topic is chosen because it speaks to a problem your intended clients have and a service your firm wants to be known for. The path we design for:
From content to conversation. When the right people engage with your team's content, we help turn that interest into a conversation, and where it fits, book the call, using messages your firm has approved. We do not send cold requests or mass messages. We start conversations with people who have already shown they want to talk, so your pipeline grows without ads.
What counts as a qualified lead. A person who fits your target-client criteria and expresses relevant interest in your services. Likes, followers and impressions are useful signals. They are not qualified leads. Reporting keeps content performance, conversations, enquiries and qualified leads separate, so you can see what is actually happening.
A partner that runs it for you, inside your rules.
Compare the service
You do not need another automation tool or a generic agency. You need content and conversations your firm can stand behind, run by people who handle the work.
| A tool or a generic agency | Lectern Teams (recommended) |
|---|---|
| You and your people do the work | We do the work, your people just review their own posts |
| Cold requests and mass messages | Warm conversations with people who engaged with the content |
| Generic templates | Written in each person's voice, for their specialism |
| No compliance fit | Your rules and your approval level built in |
| Impressions reported | Conversations, enquiries and qualified leads reported |
| Sign up and hope | A contained pilot, so you judge it in your own firm first |
What you’re buying.
More business.
More time. More control.
More of your team.
Bringing in business.
Different expertise. Different voices. One coordinated strategy.
Less work.
More time back.
Your people review their posts. We handle the writing, scheduling and monitoring.
Before a post goes live Illustrative workflow
- 1Lectern pre-checksChecked
- 2Review by the person namedReviewed
- 3Approval at the level you setRequired
- 4Scheduled publicationAfter approval
Your reputation.
Your control.
Your firm sets the rules and the approval level. Nothing publishes outside them.
Handled by us. Controlled by you.
More visibility. Your approval standards stay in place.
Approval workflow and responsibilities
Your compliance function, or whoever holds that responsibility in your firm, defines the rules. Our checks are a pre-screen against those rules. Regulatory responsibility stays with your firm, and the service sits inside your existing approval and record-keeping obligations rather than replacing them. That can be an external compliance provider or principal where that is how your firm works.
You set the approval level: We start by aligning with your leadership on positioning and your rules, and your firm approves the early content. As you get comfortable, you choose how much ongoing approval you want, from signing off every post to lighter spot-checks. Whatever level you set, nothing publishes outside it, and anything outside the agreed rules is held.
- Draft
- Lectern pre-checks
- review by the person named
- approval at the level you set
- scheduled publication.
Lectern
Research, writing, pre-checks, publishing on each person's behalf, starting approved conversations, and reporting, as agreed.
The people taking part
Input during setup and review of their own content. They do not write their own posts.
Marketing owner and required reviewers
Business priorities, company rules and the approval level.
Setup involves structured input from each person taking part and from your marketing owner and reviewers. Ongoing, the people taking part review their content; they do not write, schedule or monitor it. The service is designed so that taking part does not pull people away from their work. The expected time for setup and ongoing review is set out in the pilot agreement.
Your pilot
Start with 2 to 3 people. Expand once you're confident.
What we agree before the pilot
The starting group is chosen for relevant expertise, fit with the clients you want to attract, and willingness to take part. Seniority alone is not the test. You start small, see it working, and add more people once you're happy.
Agreed in writing before launch:
- The starting profiles and the clients you want to attract.
- Your content rules, who reviews and approves, the approval level and review turnaround.
- The access each person authorises so we can publish approved posts on their behalf, how it is set up, and how it is removed.
- What counts as a qualified lead, how conversations start, how enquiries reach your firm, how they are recorded and who responds.
- What we provide to support your firm's own records.
- What happens to content and access when someone leaves or pauses.
- Duration, deliverables, fee and the criteria you will use to evaluate the pilot.
During the pilot you see the agreed reporting throughout. At the end you review delivery and the measured results, then decide whether to expand, continue as you are, or not continue. A small first group keeps the initial scope contained. It does not guarantee a commercial result, and it is not a substitute for evidence. It is a way to see the service working in your own firm before committing further.
Reporting
Reporting and
ongoing management.
See what went out, who engaged and which conversations became enquiries.
Lectern is led by Lauren Tickner.
Privacy policy - Terms and conditions
FAQ
Frequently asked questions.
What do our people and our marketing team actually have to do?
This is a managed service, not software you operate. The people taking part give input during setup and review their own content before it goes out. That is the whole of their ongoing role; their day job stays their day job. Your marketing owner sets priorities and rules, and the required reviewers give the approvals at the level you set. We do the research, writing, pre-checks, publishing management, approved conversations and reporting.
Will the content sound like each person?
That is the point. During setup we build a picture of each person's specialism, views and way of speaking, and we write in their voice. They review every post before it is published.
How do checks, approvals and publishing work, and who has access to our people's accounts?
We agree your rules first, and the approval level you want. Each draft is pre-checked and anything that needs attention is flagged. The person named reviews the post, your firm approves at the level you set, and only then is it scheduled. Once approved, we publish on the person's behalf, using access the person authorises. How that access works, and how it is removed when someone stops taking part, is set out in writing before launch, and nothing about it changes without your agreement.
Do you do cold outreach?
No. We do not send cold connection requests or mass messages from your people's profiles. When someone engages with the content and fits your target-client criteria, we help start a relevant conversation and, where it fits, book a call, using messages your firm has approved and within the rules we agree. You set what goes out and to whom.
What happens to comments and messages on our people's profiles?
Replying to general comments and messages is handled the way we agree. Where a message is part of starting an approved conversation, it uses wording your firm has approved. Anything outside that is left to your people and your firm under your own policies. How enquiries are recorded is agreed before launch.
Does everyone need to participate, and is this only for financial firms?
No. We start with 2 to 3 selected people and expand only if you decide to. "10+ people" describes the firms this suits, not the number of profiles involved. The service is designed for regulated firms and firms with a lot of client-facing people: finance, fintech, insurance, wealth and asset management, accountancy and advisory, and law firms are common examples, along with firms that have large rep or partner networks. If you are in another sector like this, we confirm fit on the first call.
How do you define and measure a qualified lead?
We agree the definition with you before launch. Our starting point is a person who fits your target-client criteria and expresses relevant interest in your services. Reporting shows conversations, enquiries and qualified leads separately from content performance.
Do you have case studies for this service?
Not yet. This is a new service. The pilot is designed so you can judge delivery and measured results in your own firm before expanding. The pilot is structured so you can judge delivery and measured results in your own firm before expanding.
What happens to records, and when someone leaves?
Your firm keeps its own records under your existing obligations. Before launch we agree what we provide to support that, such as copies of drafts, checks, approvals and approved messages. Your people's profiles remain their own. What happens to scheduled content and access when someone leaves or pauses is set out in the pilot agreement.
What does the pilot cost?
The fee depends on the number of profiles and the scope of the work. We agree pricing in writing before the pilot starts. Pricing is quoted in US dollars.
Let’s make it happen.
See how this could work for your firm.
Choose a time below. In 30 minutes, we’ll discuss your firm, your ideal clients and a starting group of 2 to 3 people.
Nothing starts until you approve the scope and price. You start with 2 to 3 people and expand only if you want to.
What you get from the first call
What you get from the first call:
- A recommended starting group of 2 to 3 people.
- How approvals would work inside your rules, at the level you want.
- What a qualified lead means for your firm, and how conversations and enquiries would reach you.
- The scope and price, agreed in writing before anything starts.