For Financial Advisors
You give us your time and your willingness to engage with the network. We give you research, tools, visibility, and introductions that would cost real money elsewhere. This is a two-sided network. You are the demand side. Mutual fund and ETF issuers (Sponsors) are the paying customer. Everything you receive is real, professional-grade work.
Every time you engage with the network, you earn credits in the Advisor Portal. Credits are transparent. Every event is timestamped. There is no opaque scoring or hidden weight. You see the same numbers we do.
Note: Sponsor-side cancellations never penalize your credits.
More than twenty complimentary services in the current catalog. New offerings added monthly based on advisor requests.
How you appear inside ChatGPT, Perplexity, Google AI Overviews, Claude, and Gemini.
Structured data on your public profiles so LLMs cite you correctly.
Ghost-written under your byline for placement on high-authority sites.
Where you gained or lost AI visibility over the last 30 days.
In your voice, on your topics, on your schedule.
Long-form written for your firm’s site or newsletter.
Lead-Lag Live plus friendly outside shows.
22,000+ subscribers seeing your work.
Short-form clips from your existing recorded content.
The Lead-Lag Report, 243,000+ subscribers.
Michael’s award-winning lead-lag and regime framework.
Deep dives on prospective clients or firms in your target book.
For your client conversations.
Warm intros when a Sponsor offering aligns with your book.
Study-group and peer collaboration inside the network.
Speaking spots at Sponsor-hosted advisor events.
On your marketing materials before you submit to your compliance officer.
FINRA Rule 2210 and SEC Marketing Rule scenarios.
Free Markets Report style monthly summaries.
An RIA, hybrid, dually-registered advisor, wealth manager, or CFP running an active practice; open to structured conversations with fund issuers; comfortable being visible in the industry.
A large-firm captive rep with narrow product access; unable to accept outside content or research; unwilling to attend structured meetings.
Lead-Lag Media® is founded by Michael A. Gayed, CFA. Michael is a two-time Charles H. Dow Award winner (Beta Rotation, 2014; Leverage for the Long Run, 2016), a two-time NAAIM Founders Award winner (Lumber, 2015; Actively Using Passive Sectors, 2020), and a CFA charterholder.
He publishes The Lead-Lag Report on Substack (243,000+ subscribers) and hosts Lead-Lag Live, a weekly podcast for advisors and allocators (10,000+ monthly listeners).
Yes. There is no advisor subscription, no upsell, no trial period. The catch, if you want to call it a catch, is that we ask for engagement in return, and no-shows do reduce your credit balance.
No. We do not share advisor identity data with Sponsors without your explicit consent for a specific meeting. Sponsors see aggregated engagement metrics through their portal, not your name, contact information, or firm.
Higher credit balances unlock priority access to premium services (custom research, higher-tier podcast slots, feature placements). They also protect your standing in the network so you keep getting the best Sponsor introductions.
Click Advisor Login above, or book an intro call with Michael from the button below.
Complimentary services, transparent credits, real engagement.