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SM Advice

Meet Your Partner in Social Media Management

Your SM Advice team is focused on providing expert social media management tailored for the Financial Services sector. While we may be new in name, our team boasts a wealth of experience and deep industry knowledge. 

Our Founder

Setul Mehta, the founder of SM Advice, is an accomplished business leader with extensive experience in Financial Services. He has a proven track record of supporting financial advisers and business owners in enhancing client engagement. Through his expertise in adviser growth, marketing strategy, and business consultancy, Setul is dedicated to helping firms thrive in a competitive marketplace.

Our Team

  • Setul:  Founder, Financial Services Award Winner and Business Leader 
  • Dale: Part of our design team, Dale brings years of experience across various industries, with a strong affinity for Financial Services.
  • Shub: A creative specialist, Shub focuses on developing engaging content specifically for the Financial Services sector.
  • Ava: Supporting the operational aspects of the firm, Ava ensures smooth day-to-day operations.

Streamlining Social Media for Financial Advisers

Many financial services advisers struggle to maintain a consistent social media presence due to time limitations and the complexities of promotion regulations. While larger firms have dedicated marketing teams, most advisers do not have these resources. To address this, our founder Setul Mehta is introducing a service tailored to support advisers who are either new to social media or need help managing their existing presence. This solution helps advisers stay active and compliant without needing to dedicate significant time or resources.

Partner With Us

As we prepare to launch, we invite you to be part of our journey. Together, we can enhance your social media presence and elevate your client engagement.

Let’s Collaborate
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