Mission Control

Guardrails & brand settings

Stage one of the pipeline. Every candidate idea is screened here before anyone sees it — set a rule once and pending drafts re-check themselves instantly.

1 · Idea Generation

Regulated · Conservative

Voice package

The default for SEC-registered firms: every hard compliance rail on, tone left to the advisor. Renata picked this on day one instead of ruling on thirteen categories individually — she has since changed exactly one setting.

Regulated contentConfidentialityExcluded words

Hard rules

Enforced on every draft before it reaches a feed. Add one in plain language — no rule syntax.

No performance-promise claims
Blocks specific return figures, projections, and 'guaranteed' outcome language — SEC marketing rule 206(4)-1.
Client confidentiality
Strips names, employers, locations, and deal facts that could identify a client or family — alone or in combination.
No client testimonials
Blocks client endorsements and quoted praise — testimonials under the SEC marketing rule require disclosures we don't run through social.

Compliance memory

Every rejection teaches the screen. Repeat phrasings get flagged with their history — no one explains a rule twice.

Feb 11
Omar Haddad — “our balanced strategy returned 11.4% last year”
Specific performance figure — the marketing rule requires substantiation and net-of-fees presentation we don't run through social.
No performance-promise claims
Apr 3
Tom Ashworth — “our balanced strategy returned 11.4% last year”
Same house figure, second appearance — it's on a pitch slide somewhere and advisors keep quoting it. Recommend a firm-wide rule.
No performance-promise claims
Jan 22
Hannah Roth — “my client said working with Arbor was "the best decision we ever made"”
Client endorsement — a testimonial under the SEC marketing rule; would require disclosures and entanglement review.
No client testimonials
Mar 9
Sam Bricker — “a guaranteed income floor no market can touch”
"Guaranteed" is promissory unless it names an insurance contract feature — and this didn't.
No performance-promise claims

Brand tone

Tone shapes drafts; hard rules block content. They're edited separately on purpose.

InstitutionalHuman

ConservativeBold

Big pictureIn the weeds

Always

Translate one piece of jargon in every post
Ground claims in process, not performance
Write to one family, not an audience

Never

Specific return figures or projections
Client names or identifying details — ever
Market-timing urgency ('act before the next meeting')

Approval policy

How much runs on its own. Start strict, loosen as trust builds — change it any time.

Privacy boundary

The contract that makes people comfortable feeding the system real stories.

You see

Published posts & the scheduled queue
Guardrail compliance status
Program health — utilization, volume, open items

You never see

Each person’s private story vault
Rejected or held drafts
Raw voice notes & imports

You see what's published and whether it's within guardrails. You never see Priya's private story vault — that boundary is why advisors give it real stories.