Medium Form Blog
Overview
Publishing consistently is one of the highest-leverage marketing activities for an advisor, and one of the easiest to let slip. Topic research, keyword strategy, drafting, brand voice, compliance review — by the time you've worked through all of it, the post that was timely two weeks ago is no longer timely.
The Medium Form Blog AI Agent compresses that timeline. It takes the topics surfaced by your market research, runs them through keyword and competitive analysis to identify the opportunity gaps — topics with real search interest but low competition — and prioritizes the ones most likely to rank and attract qualified traffic. Related queries get mapped into a thematic cluster brief so the post you write is positioned to support multiple keywords rather than chasing a single term.
From there, the agent performs deep research and drafts the post. Research outline first, then a full 800–1,200 word article structured for readability, aligned to your brand voice, and built around the keyword cluster. Compliance disclosures and language are integrated as the draft is being written, not bolted on afterward.
The draft is treated as a first pass. It moves through your Compliance AI Agent for an initial review, then to a human-in-the-loop for accuracy, tone, and strategic alignment. If your firm has a compliance officer, the post moves to them for final approval before publication. The agent does the volume work — research, drafting, structuring — so your team's time is spent on judgment calls rather than blank pages.
Example Build
Building on a surge of questions about PFIC tax implications surfaced by the Market Research AI Agent, the SEO step maps related queries and identifies opportunities around "PFIC rules explained for expats," "Form 8621 filing requirements," and "PFIC excess distributions §1291." It prioritizes "PFIC taxation for US expats" as the primary keyword — high intent, moderate difficulty — and builds a cluster brief that includes secondary terms like "QEF election vs. Mark-to-Market," "avoiding PFICs with individual securities," and "PFIC reporting checklist for expats."
The agent then drafts "PFIC Basics for US Expats." The post is structured with sections on what qualifies as a PFIC under income and asset tests, Form 8621 filing thresholds and elections (QEF, Mark-to-Market, §1291 excess distributions), how PFIC rules interact with foreign mutual funds and ETFs, and considerations for dividends, capital gains, and pensions. The draft includes a PFIC documentation checklist, a decision tree for evaluating election options, and the firm's standard compliance disclosures.
The Compliance AI Agent runs the first review. The human-in-the-loop reviews for nuance — mixed portfolios, treaty tie-breaker scenarios — and if the firm has a compliance officer, the post moves there for final sign-off before publication.
System Audit
We map your existing content, your brand voice and audience, your compliance posture, and the keyword landscape your firm should own. From there, we define the relevance and difficulty thresholds the agent uses to prioritize topics so the output aligns with your business goals rather than chasing traffic for its own sake.
Service Integrations
We connect the agent to the research database from the Market Research AI Agent, the keyword data sources, your brand and compliance guidelines, and the review chain — Compliance AI Agent, human-in-the-loop, and compliance officer if applicable. Drafts move through the chain automatically, with each reviewer's edits captured before the post is published.
Training & Handoff
You'll know how to review outlines and drafts, adjust the keyword prioritization as your niche evolves, and update the brand voice and compliance guidelines the agent works from. The agent does the volume work — research, drafting, structuring — and you stay in control of every approval step before anything goes live.
Post-launch results
The amount of time that was perviously spent manually completing tasks for each new lead to prospect to client conversion.
The number of tasks that are now done automatically through integrations and automations.
