Two audiences. A clear way to connect.
Lead-Lag Media connects advisors and fund issuers through owned media, curated relationships and practical tools. Advisors earn credits for growth resources. Issuers sponsor media and hosted conversations. Our AI-powered platform supports both, with people leading the relationships.
Join. Participate. Build your practice.
Request Advisor Portal access through our client-relationships team. Joining is free. Verified meetings, sponsored sessions and events earn Advisor Credits to redeem for available growth modules.
- LinkedIn profile optimization
- Market commentary for client communications
- SEO and content optimization
- Content, campaigns and practice-development modules
- Earned, pending and redeemed credits in your portal
Bring your strategy to the right setting.
Use owned media to explain your investment approach and hosted meetings to discuss it directly with advisors. Your sponsor agreement defines the selected services, deliverables, timing and review requirements.
- Sponsored editorial, newsletter and social distribution
- Hosted one-to-one advisor conversations led by your team
- Lead-Lag Live podcasts and sponsored webinars
- Curated advisor dinners and podcast/video production
- Client tools and portal access for program visibility
Meaningful participation. Practical resources.
There is no cost to join or begin an intake. Advisor Credits are used when a completed intake is submitted for an available growth module. Your portal shows credit status and request progress.
Earn through participation.
Verified meetings, sponsored sessions and events earn Advisor Credits. See pending and earned credits in your Advisor Portal.
Choose available growth work.
Select a live module, review its credit requirement and complete the intake. Modules marked coming soon are not yet available for redemption.
Follow the request to delivery.
Track your submitted request and redeemed credits in the Advisor Portal. Sponsor program information is accessed separately through the Sponsor Portal.
Tools for your team. Programs with ours.
Client-facing intelligence tools support research and preparation. The Advisor Portal handles credit-funded requests. Our team manages media programs and hosted conversations, bringing the tools, audience and relationships together.
- Use intelligence tools to inform your team's preparation
- Request available advisor growth modules through the portal
- Work with our team on media and relationship programs
- Review materials for your firm's use
- Direct contact with the Lead-Lag Media team
What to know before you begin.
Are you an RIA or broker-dealer?
No. Lead-Lag Media® is a marketing and distribution firm. We do not provide investment advice, do not manage assets, are not a broker-dealer and are not an RIA. Sponsors remain responsible for their own regulatory compliance under FINRA Rule 2210 and applicable SEC rules.
What does it cost for advisors?
There is no cost to join the advisor network or start a module intake. Available growth modules use Advisor Credits, earned through verified meetings, sponsored sessions and events. Credits are redeemed when you submit a completed intake, not when you begin it.
How do I get advisor access?
Contact Sarah Roscoe, Head of Client Relationships, to request access. Once you have access, the Advisor Portal shows the live catalog, module requirements, your credits and request progress.
Do the intelligence tools send outreach or book appearances?
No. They support discovery, research and preparation. Your team remains the sender. Hosted meetings and media production are separate team-managed programs, and third-party media appearances depend on the host's editorial decision.
Who's behind it?
Michael A. Gayed, CFA, is founder of Lead-Lag Media, publisher of The Lead-Lag Report and host of Lead-Lag Live. Sarah Roscoe is Head of Client Relationships.