Connecting Fund Issuers with Financial Advisors to Drive Asset Growth
Lead-Lag Media bridges fund issuers and financial advisors, empowering growth through a value-driven model
Lead-Lag Media nailed it. Their Substack strategy and social media management put our message in front of the right advisors, while their FA introductions turned online engagement into real conversations. They deliver measurable growth, not just impressions.
Hanley,
Managing Director, Senior Portfolio Strategist, Teucrium
The Lead-Lag Advantage
Where Finance and Storytelling Collide
Lead-Lag Media connects mutual fund and ETF issuers with a highly engaged network of financial advisors to drive asset growth.
We help the financial community grow through content that actually converts, giving fund issuers and advisors the tools, exposure, and credibility to build lasting partnerships.
The Lead-Lag Difference
Most platforms sell impressions. We deliver relationships.
Our model connects issuers directly with engaged advisors through media that blends data, strategy, and personality, turning attention into measurable results.
250+
Clients Worldwide
$50+Bn
Investment Relationships
96%
Client Retention
The Lead-Lag Advantage
Where Finance and Storytelling Collide
Lead-Lag Media connects mutual fund and ETF issuers with a highly engaged network of financial advisors to drive asset growth.
We help the financial community grow through content that actually converts, giving fund issuers and advisors the tools, exposure, and credibility to build lasting partnerships.
The Lead-Lag Difference
Most platforms sell impressions. We deliver relationships.
Our model connects issuers directly with engaged advisors through media that blends data, strategy, and personality, turning attention into measurable results.
Reach Your Target Audience with Precision
250+
Clients Worldwide
$50+Bn
Investment Relationships
96%
Client Retention
what sets us apart
Empowering Advisors & Issuers to Grow Together
Our platform connects financial advisors and fund issuers, delivering insights, visibility, and marketing tools that strengthen relationships, enhance engagement, and accelerate growth.
Fund Issuers
Expand Distribution and Drive Asset Growth
Lead-Lag Media helps fund issuers expand distribution and build visibility with engaged financial advisors. Through curated, 1-1 hosted introductions, podcasts, webinars, and targeted outreach, we turn complex products into compelling stories that reach the right audience — increasing awareness, strengthening relationships, and driving asset growth.
Financial Advisors
Grow Your Practice and Reach the Right Clients
Lead-Lag Media helps advisors connect directly with fund issuers and high-net-worth investors. Our platform provides visibility, partnership opportunities, and targeted advertising that amplify your reach and attract new clients
High-Net-Worth Investors
Access Premium Insights and Personalized Education
Metrics Matter
Targeted Solutions That Drive Measurable Growth
- Dual-Sided Value: Advisors access tools that boost visibility. Issuers reach qualified professionals ready to engage.
- Results That Matter: Every podcast, webinar, and feature ties back to real distribution growth.
- Content With a Pulse: Financial storytelling that moves the market, not just fills a feed.
Bridging Growth
Proven Performance. Real Results.
“Raising money is incredibly difficult. Combining our compelling message with Lead-Lag’s network, candor, and credibility has been especially effective”
Seth Cogswell, Managing Partner, Running Oak Capital
Expansive Reach
1.1 Million+ Investors and Advisors Engaged
Verified Advisor Connections
Direct Access to Thousands of Qualified Advisors
Trusted Industry Presence
Recognized Voice in Financial Media
Measurable Outcomes
Proven ROI on Every Campaign
40+ Years of Experience, Combined
Meet the Team
Meet our talented and dedicated team, combining creativity, passion, and expertise to bring every project to life with excellence.
Sarah Roscoe
Sarah is an operations and client-relationship specialist with extensive experience helping fast-growing businesses build... Sarah is an operations and client-relationship specialist with extensive experience helping fast-growing businesses build the systems, structures, and organizational frameworks needed for sustainable scale. She specializes in designing and implementing streamlined processes that support revenue growth, strengthen client experience, and create long-lasting operational efficiency. In addition to her work architecting scalable systems, Sarah leads media outreach initiatives that increase visibility for financial thought leaders. She connects clients with targeted podcast opportunities that amplify their expertise and expand their presence across the advisor and investor ecosystem. With a focus on clarity, consistency, and relationship-driven strategy, Sarah ensures every client benefits from a cohesive and growth-oriented engagement experience.
Michael Gayed
Michael is an award-winning Investment Manager with 15 years of experience driving significant revenue growth. He excels ... Michael is an award-winning Investment Manager with 15 years of experience driving significant revenue growth. He excels at identifying unique market opportunities and implementing strategies that capture market anomalies. With a business mindset that extends beyond portfolio management, Michael has a proven track record of strengthening an organization's financial performance.
Melanie Schaffer
Melanie is a financial media strategist with 7 years of experience creating high-impact content that connects investment... Melanie is a financial media strategist with 7 years of experience creating high-impact content that connects investment firms with advisors and high-net-worth investors. A former Director at Benzinga, she excels at translating complex market trends into engaging narratives. At Lead-Lag Media, Melanie builds brand authority for clients through targeted campaigns, editorial content, and video interviews.
