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.
Turn participation into practical support.
Advisor Credits connect time spent engaging with issuers and financial media to work you can use in your practice. Choose from the live catalog, submit an intake and follow your request through delivery.
LinkedIn profile optimization
Sharpen how your experience, services and perspective are presented on your LinkedIn profile.
Market commentary
Request market commentary to support your client communications. Review and adapt the material for your firm's use.
SEO and content optimization
Improve the clarity and structure of content about your practice. Search rankings and AI citations cannot be guaranteed.
Content and campaigns
Use available growth modules to develop content and campaign materials for your practice. The portal identifies the work ready to request.
Financial-media experience
Michael A. Gayed, CFA, publishes The Lead-Lag Report and hosts Lead-Lag Live. His co-authored research received Charles H. Dow Awards in 2014 and 2016.
Your credits and requests
See earned, pending and redeemed Advisor Credits, and follow requests from intake through delivery.
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.