The advisor's writing assistant, not a licensed one.
LADLE writes the client memo explaining the market moves, drafts the meeting prep, and rewrites the IPS you inherited. Not for regulatory-flagged content — for the writing around advice.
The market-update memo clients open.
Paste your talking points + the market context. Get a memo in the register your clients expect from you, not in generic-firm-newsletter voice.
The pre-meeting brief so you walk in ready.
Paste the client's situation + agenda. Get a prep doc: what to cover, what to ask, what to watch for.
The investment policy statement that actually gets read.
Draft or update an IPS in language the client can hold up in a bad market and remember what they agreed to.
Advisors write a lot. Better writing = clearer client relationships. $8/mo of your $20 subscription is earmarked into a meal fund on the road to a real partnership with the hunger-relief charity we select.
Questions.
No. Nothing LADLE generates is compliance-approved. Treat everything as first-draft material requiring your firm's compliance review before use with clients or in advertising.