Build your practice. Put your engagement to work.
Join at no cost and earn Advisor Credits through verified meetings, sponsored sessions and events. Redeem credits for available growth modules, from LinkedIn profile optimization and market commentary to SEO and content optimization. Request access through our client-relationships team.
Earn credits. Spend them on what grows your practice.
Advisors earn credits by engaging with the network, then choose from 34 services grouped by what you are trying to do. Every request is handled personally by the Lead-Lag Media team, and every deliverable is reviewed by a person before it reaches you. Search rankings, AI citations and client results cannot be guaranteed. See the full portal overview.
Win new clients
Fill the pipeline with prospects who fit your practice.
Cold Email Campaign
Strategy, copy, targeting, and setup, ready for review.
LinkedIn Outreach Automation
Relationship-first LinkedIn outreach, ready for advisor review.
Email Marketing Support
Strategy, template, and campaign setup.
Money-in-Motion Prospect Strategy Pack
Turn money-in-motion opportunities into a focused engagement plan.
PlanPoacher (Form 5500 401(k) Prospecting)
Find the plans, frame the conversation.
Programmatic Ad Management
Campaign setup and management, with advisor-controlled spend.
Prospect Call Prep Brief
Walk into the next conversation with a sharper plan.
Post-Meeting Follow-Up Pack
Turn meeting notes into clear next steps.
Grow through referrals and peers
Build relationships that send you clients.
Referral Partner Outreach Kit
Build better CPA, attorney, and COI conversations.
Advisor-to-Advisor Introductions
Warm introductions across the network.
Monthly Group Meetings
A seat at the table, every month.
Advisor Dinner Planner
Plan a dinner for clients, prospects, or peers.
Build a visible brand
Be found, and be clear about who you serve.
Personal Brand Positioning
Who you are, said clearly.
LinkedIn Profile Optimization
A profile that reads like a practice, not a resume.
Website Development & Design
A full site that reflects your practice.
SEO
Audit, then a plan you can act on.
GEO (Generative Engine Optimization)
How you show up when prospects ask an AI.
Social Media Management (X, LinkedIn)
Always-on presence across X and LinkedIn.
Video Editing
One recording, many clips.
Podcast Bookings & Media Outreach
An outreach campaign to get you heard.
Publish market commentary
Stay in front of clients with commentary in your voice.
White-Labeled Market Commentary
Polished commentary in your voice, ready to publish.
Branded Market Commentary Graphics
Charts and graphics that match your brand.
Sourced Market Thread Kit
Sourced market threads with ready-to-reuse channel variants.
Newsletter Design & Formatting
A template you can reuse, plus your first issue.
Run webinars
Plan, host, promote and follow up.
CE Credit Webinar Hosting
A CE-eligible webinar, handled end to end.
Webinar Planning Studio
Topic, outline, and run of show, ready to use.
Webinar Promotion
Fill the room across your owned channels.
Webinar-to-Follow-Up Kit
Convert a webinar into useful follow-up.
Onboard and serve clients
Make every client experience consistent.
New Client Onboarding Kit
A clear first-90-days experience for new clients.
Client Service Calendar
A year of planned client touchpoints.
Client Question Reply Kit
Clear, compliant-minded drafts for the questions clients ask most.
Annual Client Review Kit
Prepare and structure the yearly review.
Educate clients
Turn planning events into content clients read.
Monthly Financial Planning Content Kit
Sourced monthly planning events, turned into educational content.
Client Education One-Pager
A concise educational handout clients can actually read.
Show up. Earn credits.
Credits are timestamped and visible in your portal. For example, one sponsored dinner (10 credits) can cover a cold email campaign (6 credits) plus webinar planning (4 credits).
1:1 introduction with a fund issuer
3 credits
Attend a sponsored webinar
2 credits
Attend a sponsored dinner
10 credits
Refer another advisor
2 credits
Complete the practice questionnaire
1 credit
Your participation has value. Put it to work for your practice.
Join. Participate. Put your credits to use.
Request advisor access.
Contact Sarah Roscoe, Head of Client Relationships, to request Advisor Portal access. There is no cost to join.
Earn Advisor Credits.
Participate in verified meetings, sponsored sessions and events. Follow pending and earned credits in your portal.
Choose available growth modules.
Start an intake at no cost. Credits are redeemed when you submit the completed intake for an available module. Track the request through delivery.
Common questions.
Is this really complimentary?
Yes. There is no advisor subscription, no upsell and no trial period. We ask for engagement in return: introductions, sponsored webinars and dinners earn credits you spend on services.
What can I spend credits on?
Any of the 34 services in the Advisor Portal, from cold email and LinkedIn outreach to market commentary, webinar planning and client onboarding kits.
Who fulfills my requests?
Sarah Roscoe and Michael Gayed handle requests personally. Every deliverable is reviewed by a person before delivery, and you can follow status in the portal.
Do you sell my information to Sponsors?
No. We do not share advisor identity data with Sponsors without your explicit consent for a specific meeting.