For Financial Advisors: Complimentary AI-Powered Marketing, Content & Lead Generation
Choose one of 20 complimentary services. We deploy more than 80 AI agents to run them efficiently — so the operational work that used to consume your week is handled, and your time goes back to clients and prospects.
Lead-Lag Media® gives independent financial advisors complete access to a professional marketing, media, and content engine: video production and editing, white-labeled market commentary, social media management, podcast booking and placement, SEO, GEO optimization, programmatic advertising, LinkedIn prospecting, cold email outreach, webinar promotion, and more.
No retainer. No fees. The exchange: accept a periodic Advisor Connect call where a fund issuer presents a strategy. Zero obligation to allocate.
How It Works
What You Get
Choose one of 20 complimentary services — or combine several. AI agents handle the operational load: content drafting, publishing, SEO and GEO optimization, scheduling, and performance monitoring. Lead-Lag Media’s editorial and operational team applies what AI can’t: advisor voice, compliance review, brand standards, and the human judgment that turns a qualified lead into a booked meeting.
You stay focused on clients.
What You Give Back
Typically two to four per quarter. A fund issuer presents a strategy directly to you and a small group of qualified advisors. You listen, ask questions if you want, and pass on every product if that’s the right call for your clients.
No fee. No minimum. No allocation requirement. The issuer pays for the access. The advisor pays nothing.
20 Complimentary Services. Zero Cost to Financial Advisors.
20 free services. Pick one. We deliver it. The AI engine runs in the background so our team can focus on you.
Branded weekly or daily market commentary — written by our editorial team, published under your name.
Full-service posting and engagement across X (Twitter), LinkedIn, and Threads — AI-managed with editorial oversight.
Branded long-form X threads on timely market topics, posted directly to your account to grow reach.
On-brand chart graphics and pull-quote cards formatted for X, LinkedIn, and Instagram distribution.
Long-form video repurposed into 9:16 short-form clips for TikTok, Reels, and YouTube Shorts.
Professional newsletter templates and ongoing formatting support in GetResponse, Mailchimp, or Substack.
AI-powered Smartlead sequences targeting your defined prospect criteria with multi-variant messaging.
HeyReach-powered campaigns from your LinkedIn, targeting prospects by geography, profession, or firm type.
Multi-channel webinar promotion across Substack, X, LinkedIn, plus dedicated email — driving CE-credit registrations.
Sequenced pitches to finance podcasts and journalists to secure guest appearances for you as an SME.
Curated introductions to other advisors in the Lead-Lag Media network for referrals and collaboration.
Live monthly sessions with Michael A. Gayed, CFA covering practice management, markets, and open Q&A.
Full website build or redesign — modern, mobile-responsive, integrated blog, complete SEO foundation.
Full-funnel SEO — keyword research, on-page optimization, schema markup, and long-term content strategy.
Visibility inside ChatGPT, Perplexity, Claude, Google AI Overviews, and Gemini answer engines.
Strategic brand development — value prop, niche identification, messaging architecture, content pillars.
Headline, about, featured, and experience rewrites tuned for advisor brand, lead capture, and AI/GEO discoverability.
Host a CE-credit webinar where you present to other advisors. We run the full pipeline.
Full management of your email list — growth, segmentation, deliverability, campaign execution.
Meta and X (Twitter) campaign management for prospect acquisition and brand awareness.
No fees. No minimums. No catches. The issuer pays for the access; you pay nothing. The first call is just a conversation.