Media PR

Media PR For Financial Advisors And Wealth Managers

Media PR that elevates your authority, moves prospects to action, and satisfies regulators. From message strategy and bylined thought leadership to interviews, TV/podcast bookings, and press releases, we run a compliance-first PR program that turns your expertise into demand.

Media PR

Media PR: The Highest ROI for Client Acquisition

Our Clients’ Results:

RIA Specializing in Equity Compensation: Secured 8 top-tier media quotes in just 60 days and boosted branded search volume by 42%.
Regional Wealth Firm: Published 5 bylined articles in leading trade publications, resulting in a 31% increase in qualified client inquiries.
Succession & Exit Advisory: Completed a 12-show podcast tour, leading to 3 new high-value referral partners.

Media PR

How It Works: Step By Step Guid

Real Results: Check Our Cases And Experience

Media PR

Get a 15-Minute Expert PR Review: Pinpoint strengths, eliminate wasted effort, and design simple next steps for top-tier coverage, quality backlinks, and new business meetings—always keeping compliance top of mind.

What you get:

Measurement & Privacy

a. Tracking tools

Ensure media monitoring and journalist CRM (Cision, Muck Rack, Meltwater) are set up with correct media types, outlet tiers, and sentiment tracking.
Verify Google Analytics 4 (GA4) is attributing all referral traffic from PR sources.
Use branded shortlinks (e.g., /wsj, /ft) and server-side redirects for attribution where UTM tags aren’t allowed.

b. Defining conversions

Primary: Track interviews, tier-1 placements, executive quotes, speaking slots, and awards.
Secondary: Journalist replies, briefings, syndication, press-room downloads, referral visits, newsletter inclusion.

c. Offline conversion logging

Maintain a central ledger for media hits: outlets, authors, topics, link type, and estimated reach.
Sync PR milestones to CRM for clear workflow tracking (e.g., briefed → interviewed → published).

Analytics Alignment

Set up GA4 with clean consent and ensure media referrals are mapped as distinct sources.
Custom dimensions: publication, author, tier, story type, and link attribute.
Track key events: press referrals, media form submissions, calls, and calendar bookings.

Press & Media Inquiry Attribution

a. Dedicated press contact

Use a specific press email and inquiry form. Log inbound information: source, campaign, story details.

b. Call tracking

Unique press-only phone line; capture call source and quality markers (e.g., duration, geography).

c. Reporting

Measure press-driven traffic, meetings, and conversions with attribution windows aligned to news cycles.

UTM Governance & Source-of-Truth

Employ standardized UTM parameters for all outreach and PR-distributed assets.
For outlets not allowing UTMs, use vanity URLs/QR codes with redirects for click tracking.
Consistently reconcile media monitoring, CRM, and analytics data for accuracy.

Compliance & Disclosure Controls

The consent management platform is active on all owned assets.
Mandatory financial disclosures: risk, fee, methodology, “no guarantees” language.
Include all required identifiers (CRD/NMLS/#) on press assets.
Document compliance reviews, approvals, embargoes, and record-keeping.

Media List & Brand Safety

a. Target list building

Segment journalists by area (markets, wealth, fintech, etc.), tier, format, and geography.
Use ABM (account-based marketing) principles—focus only on high-value journalists/outlets matching your ideal client.

b. Frequency control

Cap outreach per journalist to avoid “fatigue”. Suppress follow-ups after declines.

c. Brand safety

Give clear rules for media appearances and comment moderation.
Limit exposure on controversial topics; exclude pay-to-play and competitor outlets.

Campaign & Pitching Structure

Group campaigns by story type (product news, data releases, thought leadership, awards, events, regulatory commentary).
Match each pitch to a single outlet/beat with a clear message theming.
Run A/B tests on subject lines, data visuals, and spokespersons. Adjust based on pitch open, reply, and placement rates.

Content & Creative

a. Newsworthy assets

Use proprietary data, expert insights, research, and webinars (with CE credit when possible) as anchor PR resources.

b. Best practices

Releases: Focused headlines, third-party data, clear disclosures.
Visuals: Ready-to-use images, infographics, videos, and headshots.

c. Press kit & newsroom

Maintain up-to-date, mobile-first press resources: company info, executive bios, facts, contact, brand guidelines, and recent coverage.

d. Social amplification

Promote wins via executive social channels—always with proper disclosures and staff sharing guidelines.

Performance Reporting

Use a clear dashboard for: coverage by tier, share of voice, sentiment, reach, backlink quality, referral traffic, and conversion rates.
Monitor pitch analytics (open, reply, placement rate) and anomaly alerts (negative mentions, referral spikes).
Break down PR impact by story, outlet, region, spokesperson, and asset type.

CRM & Data Quality

Integrate media CRM (journalist profiles, preferences, outreach stages) with opportunity/pipeline tracking in your main CRM.
Attribute PR’s impact on sales pipeline with imported milestones (published, syndicated, etc.).
Regularly clean data: deduplicate journalists/outlets and flag opt-outs.

Media PR

Predictable, compliant pipeline growth for RIAs and wealth firms.

Who Should Use This Service:

Ideal Clients:

Registered Investment Advisors (RIAs)
Wealth management firms
Financial advisory companies seeking compliant, predictable growth

Pain Points Solved:

Need for consistent media exposure
Regulatory compliance (SEC/FINRA aligned)
Difficulty tracking marketing ROI
Building trust and thought leadership

What’s Included (Key Service Blocks):

Strategy: Custom messaging, editorial calendars, tier-1 media targeting
Content: SEC/FINRA-compliant press releases, quotes, bylines, media kits
Distribution & Outreach: Targeted journalist/podcast outreach, curated lists, embargoed/targeted announcements
Tracking & Attribution: Full tracking via GA4, UTMs, CRM, backlink monitoring—proving PR’s direct impact on leads and revenue
Web/CRO: Dedicated newsroom, strong CTAs, A/B testing for PR traffic
Spokesperson Enablement: Media training, message mapping, and clear sales handoff for incoming leads
Optional: Proprietary research, awards, analyst relations, podcast/crisis communication support

What You Get (Results + Metrics):

Volume & Quality: 12–20 earned media placements and 20–40 high-authority backlinks in 90 days; 2–5 podcast/speaking bookings; placements in tier-1 and trade outlets
Efficiency: First placements in 10–30 days; 10–25% pitch-to-reply; media quotes in <2 hours during market hours
Measurable Impact: 60–80% message pull-through; lead generation/attribution for every touchpoint (UTMs/CRM)
Compliance: All content and outreach is 100% SEC/FINRA compliant and archived for audit

Media PR

Exclusively serving RIAs, wealth managers, and advisory organizations committed to results and compliance certainty.

In collaboration with our media partners, we deliver solutions tailored to RIAs, wealth managers, and advisory firms that expect results and regulatory confidence.

Media PR

We help RIAs, wealth teams, and fiduciaries turn credibility into pipeline with compliant, outcomes‑focused earned media. Expect precise outlet/beat targeting, proactive pitching, thought leadership, spokesperson prep, a ready press kit, and clean attribution (UTMs, “How did you hear about us?”, CRM sync) to scale coverage—and meetings—fast.

Robert Fox — RIA, Austin, TX

Challenge: Generic messaging, no press assets, broad outreach, slow compliance, and no link from PR to meetings.
90 days: Message/quote library, press kit and bios, approved boilerplates, local + trade media list, bylines, press page with UTMs and source capture.
Results (90 days): 10 placements; 14 quality backlinks; referral traffic +41%; branded search +28%; 11 meetings tied to coverage.
6 months: Share‑of‑voice +36% locally; PR‑assisted win rate +31%; close rate +12%; organic conversions +19%.

Albert Flores — Multi‑advisor wealth team, Denver metro

Challenge: Incomplete bios/firm page, no newsroom, overlapping pitches, and no source‑level attribution.
90 days: Central press page, unified bios, media monitoring, UTMs + offline conversions, per‑location angles and lists, spokesperson training, PR‑traffic CRO.
Results (90 days): 14 placements (regional + podcasts); +35% “Book a Meeting” visits from PR; +22% call/booking clicks; form CVR +27%.
6 months: PR‑sourced win rate 14%→36%; cost per opportunity 34% below paid social; stronger close rates from call‑led PR leads.

Bessie Cooper — Boutique wealth manager, Chicago North Shore

Challenge: Heavy competitor noise, pay‑to‑play clutter, and slow compliance.
90 days: No pay‑to‑play; differentiated POV; pre‑approved quotes; beat‑specific lists; bylines + data story; targeted podcast guesting; faster newsroom and CRO.
Results (90 days): 15 placements; share‑of‑voice +38% in priority suburbs; session engagement +38%; contact‑form CVR +22%; first appointments +17%.
6 months: Cost per first meeting −29%; 82% of coverage in priority ICP areas; +33% return‑visitor conversions from repurposed press.

Media PR

A compliant, ROI-focused PR system built for financial advisors and wealth managers.

Step 1: Align and Plan

Goal: Build a foundation for long-term, compliant PR success.

Audit: Assess your brand story, key spokespeople, website, current and past press coverage, competitor conversations, and market positioning.
Compliance: Map every PR activity—press releases, interviews, podcasts—against FINRA and SEC rules. Set up approval workflows, standard disclosures, and recordkeeping to protect your reputation.
Objectives: Target coverage that convinces (tier-1 finance media, specialized business outlets); measure referral traffic, brand search, booked meetings, cost per lead, and qualified opportunity rate.
Editorial Calendar: Plan around hot-button retirement, tax, estate, business-owner issues, plus timely market and firm news.

Step 2: Track and Measure

Goal: Prove value for your team and compliance partners, right from the start.

Analytics: Attribute every PR outcome—track with GA4, UTM links, newsroom metrics.
CRM/Attribution: Connect Salesforce/HubSpot, tag PR-driven leads, and close the loop on offline conversions.
Call Tracking/Archiving: Ensure compliant call tracking, consent capture, and archive every media interaction.
Media Monitoring: Get real-time alerts with Meltwater/Cision—track sentiment, share of voice, and backlink quality in a live dashboard.

Step 3: Build the Media Engine

Goal: Generate compliant, credible attention that moves your business forward.

Story Mining: Develop data-based, timely, and compliant pitches using your firm’s strengths, proprietary insights, and real case studies.
Core Assets: Professional press kit, advisor bios, firm fact sheets, disclosures, certified quotes, and supporting proof.
Targeted Outreach: Relate your expertise to national finance, local business stories, or niche situations—always aligned to compliance.
Distribution: Use trusted wires, direct pitches, bylines, podcast/radio guesting, award submissions; exclude any non-compliant or risky avenues.
Spokesperson Readiness: Media coaching prepares advisors to deliver approved, credible on-brand messages—no surprises.

Step 4: Convert Earned Attention

Goal: Turn every headline into a potential client relationship.

Landing Pages: Climate-specific content (e.g., “Navigating Market Volatility” or “Tax Strategies for Retirement”), clear value propositions, and visible credentials.
Social Proof: “As seen in…” badges, testimonials, third-party accolades—always compliant.
Lead Capture: Smart contact forms and scheduling, explicit consent, guides/checklists that directly relate to your PR coverage.
SEO/Accessibility: Optimize for search, ensure accessibility, and follow privacy and ADA guidelines.
A/B Testing: Optimize every step for higher-quality meetings and meetings booked.

Step 5: Optimize and Scale

Goal: Grow the results, sustain compliance, and maximize long-term ROI.

Weekly Tuning: Refine outreach, adjust angles, and scale activities yielding solid meetings and SQLs—quickly pivot what’s underperforming.
Closed-Loop Learning: Feed sales and CRM data back into PR strategy to target the highest-impact journalists, outlets, and storylines.
Funnel Retargeting: Use compliant remarketing and thought leadership nurtures to guide prospects from first click to client.
Compliance Upkeep: Regularly update approvals, disclosures, archives, and policies—protecting your reputation every step.
Reporting: Monthly, see what matters: coverage reach, backlink improvement, referral traffic, booked meetings, pipeline influence.

Media PR

Get credible financial media coverage—with built-in compliance, measurable ROI, and a free, ready-to-use Newsroom. We deliver advisor-grade PR tied directly to meetings and growth, not just vanity headlines.

Comparison vs. Common Alternatives:

DIY: Wire spam, pay-to-play mentions, vanity metrics, no attribution to meetings/AUM.
Freelancers: One-off pitching, weak finance fluency, no audit trail, anecdotal reporting.
Generic agencies: Consumer PR tactics, risky language, poor outlet fit, no CRM/SEO linkage.
Us: Advisor-grade strategy, finance-beat focus, compliant quote library, outlet-fit shield, and UTMs + GA4 + call tracking + CRM tied to meetings and pipeline.

Landing Page For Free

Compliant online Newsroom built at no cost: bios, boilerplate, headshots, media kit, disclosures, press contact, and “As Seen In.”

Unique Mechanisms:

Advisor-grade Media Blueprint (first 90 days): message house, spokesperson matrix, target outlet map, rolling pitch calendar.
Compliant Quote Library: pre-approved bios, quotes, stats, and disclosures with evidence files.
Outlet-Fit Shield: avoid pay-to-play/junk awards; prioritize credible finance, business, and niche HNW outlets.
PR-to-SEO Bridge: structured backlinks, Newsroom schema, UTM governance.
Coverage Amplification: repurpose wins across web, email, social, and sales—pre-cleared for compliance.
Revenue-Linked Reporting: UTMs + GA4 + call tracking + CRM dashboards.

What We Run (And Why):

Targeted pitches to finance beats with timely, data-backed angles.
Contributed articles/bylines to build authority and SEO.
Press releases only for true news (M&A, hires, research, new markets).
Podcast/broadcast bookings with prepared talking points.
Awards/speaking submissions for credible lists and stages.
Rapid response/newsjacking with pre-cleared quotes.
Amplification: Newsroom, email, LinkedIn, and sales enablement.

Objections, Answered:

“PR didn’t work.” We stop wire spam, target the right beats, and measure beyond impressions—expect credible responses in 30–60 days.
“Compliance?” Pre-approved copy, disclosures, workflows, and archived evidence files aligned to SEC/FINRA expectations.
“Prove ROI?” UTMs, GA4 referral/assists, call tracking, and CRM lead sources tied to meetings and pipeline.
“Multiple locations/advisors?” Localized lists, spokespeople, angles; roll-up + location reporting.
“No bandwidth.” We draft, pitch, and manage; you review and approve. You keep all assets.

Risk Reversal:

45–60-day pilot: media audit, free Newsroom build, quote library, target list, first pitches/byline draft, tracking stack, amplification plan.
30-day opt-out after the initial 90-day sprint.
Milestone guarantee: if the build isn’t done in 60 days, we finish for free and credit part of the next invoice.

Ownership And Access:

You own the Newsroom, lists, content, creative, GA4/GTM, call tracking, and CRM dashboards.
We work in your environment and log approvals/changes for audits.

Expected Early Outcomes (30–90 days):

1–3 credible placements plus first podcast or speaking hold.
Real journalist replies and faster commentary cycles.
20–40% lift in qualified inbound from referral traffic/branded search.
Clear line from coverage to traffic, inquiries, meetings, and pipeline.

Media PR

ROI-first reporting for advisors: track which outlets, storylines, and markets drive qualified inquiries, booked meetings, and new AUM—firm-wide or by office—via a live dashboard and an SEC/FINRA‑aligned 30/60/90 plan.

National RIA Group – ROI-First Reporting

Challenge: A multi-office RIA struggled to measure which PR activities actually drove qualified leads and new assets under management (AUM).

Solution: We implemented our monthly ROI-first reporting — connecting coverage to booked meetings and new clients through a live dashboard integrated with the firm’s CRM.

You’ll See:

Direct links between media placements and new client inquiries/meetings
AUM and LTV impact by office, region, and market
SEC/FINRA-compliant reporting with a 30/60/90-day action plan
Detailed analysis of which coverage (by tier, topic, and outlet) delivered the most efficient cost per inquiry and closed business

Result: The firm reduced cost per new client by 32% and increased media-sourced AUM growth by 51% year-on-year.

Regional Family Office – Simple, Actionable Insights

Challenge: A family office needed to optimize PR budgets and quickly identify what angles and outlets produced the best leads.

Solution: Our simple, actionable monthly reports tracked the sources of every inbound call and form, attributed media leads to specific publications and spokespeople, and recommended next steps for fast improvement.

You’ll See:

Full visibility into what’s working: top-performing channels, stories, and sources of scheduled meetings
Actionable budget pacing guidance to improve CPL/CPA and increase pipeline volume
UTM-linked tracking from first exposure to scheduled consults in CRM
Quick-win recommendations on messaging, timing, and newsroom landing pages

Result: In three months, the office increased qualified consults from PR by 68% and lowered CPL by 29%.

Independent Wealth Manager – Pipeline & Scale

Challenge: A fast-growing independent advisory firm wanted to scale PR-driven growth and boost its digital authority for organic lead gen.

Solution: Our robust pipeline and scale reporting delivered detailed feedback on pitch-to-placement flow, site traffic, CRO, and authority signals—including E-E-A-T and Google News inclusion.

You’ll See:

Pipeline health: volume, conversion rates, and time-to-publish for pitches and placements
Authority lift: new high-quality backlinks, improved branded search, and indexation
Website impact: newsroom traffic, session behavior, and conversion optimization
Clear roadmap for execution, including brand safety and compliance

Result: The firm doubled its monthly PR placements, saw a 46% increase in organic traffic, and gained nationwide coverage in Tier 1 outlets, leading to sustained AUM growth.

Media PR

Choose from flexible Google Ads management plans built for financial advisers and wealth managers—from solo RIAs to multi-location firms. Transparent flat fees. No long-term contracts. Ad spend is paid directly to Google.

Essential

$2.200

/Month

Perfect for single-location financial firms starting their PR journey.

PR plan & 90-day calendar
Media kit & press office basics
Targeted media list + monitoring
1 press release & 1 byline/quarter
10 custom pitches/month
Basic media training each quarter
Monthly reporting & strategy call

Growth

$3.900

/Month

Ideal for fast-growing firms or multi-adviser teams ready for next-level visibility.

All Essential services, plus:
2 press releases/quarter
2 bylines/month
30 pitches/month; expanded outreach
Timely newsjacking
LinkedIn & awards submissions
Creative graphics; soundbite video edits
Advanced measurement, bi-weekly updates

Dominant

$7.900

/Month

Best for multi-location firms or those in highly competitive markets who want to lead and define the conversation.

All Growth services, plus:
Daily outreach to premium and broadcast media
Quarterly research or surveys
Monthly whitepaper & 4+ bylines/month
Speaker bureau & event PR
Full crisis support
Multi-location support and brand consistency
Custom dashboards, dedicated senior strategist

Add-ons

$1.200

/Month

Boost your marketing—even further.

High-Converting Landing Page
CRM/lead system integration
LinkedIn Ads retargeting
Google Ads retargeting
Reputation escalation/monitoring
Local intent/call-only Google campaigns

Media PR

FREE High-Converting Landing Page

Media PR

Show up where your clients pay attention—top finance, business, and local outlets.

What you get:

Free media strategy session and editorial calendar.
Free online press room and executive media kit when we build your website.
Compliance‑ready messaging, disclosures, and talking points for SEC/FINRA review.
Story mining, pitch development, and press releases with targeted wire distribution.
Proactive journalist outreach and placements; thought‑leadership ghostwriting (bylines/op‑eds).
Podcast, webinar, and broadcast bookings plus media training.
Always‑on media/social listening, brand‑mention tracking, and rapid‑response support.
Reporting that ties coverage to authority, backlinks, traffic, and leads—plus ongoing optimization.

We’ll audit your media footprint and show you how to turn press into pipeline—no obligation.

Media PR

Learn how our PR team earns credible coverage, builds authority, and supports compliant growth. From trade placements to podcasts and local business press, here’s what to expect.

What makes Media PR effective for advisory firms?

Third‑party credibility: Independent coverage builds trust with HNW prospects and COIs.
Targeted reach: Trades, podcasts, newsletters, and local business media hit your ICP.
Thought leadership: Bylines, quotes, and op‑eds position your team as experts.
Compounding demand: Backlinks, branded search lift, and referral traffic aid SEO and pipeline.
Compliance‑safe storytelling: Non‑promissory narratives that pass review.

How fast will we see results?

Quick wins: 2–4 weeks for reactive commentary once spokespeople and approvals are set.
First placements/bylines: 30–60 days in trades and niche business press.
Top‑tier features: 60–90+ days, depending on story strength and news cycle.

How do you measure ROI from Media PR?

Outputs: placements, outlet tier, reach/UVPM, podcast/broadcast impressions.
Quality: message pull‑through, sentiment, backlink authority.
Competitive impact: Share of Voice vs defined peers.
Demand signals: referral traffic, time on site, branded search, assisted conversions.
Pipeline influence: PR‑sourced inquiries and CRM attribution where available.

What’s included in the first 90 days?

Weeks 1–2: Strategy and setup

Discovery, compliance intake, spokesperson roster
Messaging and boilerplate; press kit (bios, headshots, logos)
Media lists by beat/tier/region; monitoring and dashboards

Weeks 3–6: Pitching and early wins

Rapid‑response commentary; tailored outreach
Drafted bylines/op‑eds routed through compliance
First press release if warranted; interview prep

Weeks 7–12: Scale and refinement

Feature development: podcast/newsletter tour
Local market angles; awards/speaking submissions
Anchor content (survey/data) and quarterly roadmap

What’s included monthly after launch?

Proactive pitching and reactive commentary
Contributed content drafting and placement
Editorial calendar management
Media training and interview prep
Coverage reporting (clips, SOV, SEO/referral metrics)
Awards/speaking pipeline and newsroom upkeep
Compliance workflows: monthly review and quarterly plan

Do you work with franchises or multi‑location firms?

Local media lists, geo‑relevant angles, and spokespeople per office
Localized releases and community stories
Unified reporting with roll‑up and location views

How do you handle budgets and pricing?

Retainer based on scope: spokespeople, markets, content volume, and target tiers
Pass‑throughs as needed (wire services, survey panels, design, monitoring tools)
Start with a cadence that supports meaningful outreach; scale by results and SOV goals

Can you use reviews or ratings in PR?

We leverage awards/certifications with required disclosures where permitted.
Testimonials are used in owned/paid channels per SEC Marketing Rule; we don’t manage review platforms.

Do you guarantee coverage or AUM?

No guarantees. We commit to defined activity levels, time‑to‑first‑opportunity targets, and tier‑weighted quality/SOV goals with transparent reporting.

What access do you need to get started?

Spokespeople/availability, brand guidelines, boilerplate, approved disclosures
Past coverage and awards history; approved data sources and case themes (no PII)
Website/CMS for newsroom, analytics/CRM for attribution, design assets
Wire account details if applicable

Contracts, cancellation, and ownership

90‑day launch sprint, then month‑to‑month; 30‑day cancellation after the sprint
You own all materials, media lists built for your account, reports, and data

Can you work with our internal team and vendors?

Yes. We coordinate with marketing, compliance/legal, CIO/PMs, IR, sales, web, and other agencies. Playbooks and handoffs provided.

What if results aren’t as expected?

Audit narrative strength, proof points, and spokesperson bench
Refresh outlet mix and list hygiene; adjust timing/angles/exclusive strategies
Increase contributed content velocity and improve amplification/CRO
Clean handoff if we’re not the right fit

Which media channels and formats do you support?

Earned: national business/finance, wealth trades, local business press, TV/radio, podcasts, newsletters
Contributed: bylines, op‑eds, Q&As, data reports
News distribution via wire when appropriate; speaking/awards submissions
Amplification across owned channels and selective paid support

How do you handle data security and privacy?

Least‑privilege access, 2FA, NDAs/embargo protocols
No PII in pitches; secure asset sharing; GDPR/CCPA‑aware processes
Crisis procedures, approval chains, and audit trails
Your accounts and data remain yours

Tracking and tech

Media database/monitoring, coverage dashboard with tiering/sentiment/SOV
GA4 and UTM framework for referral tracking
Newsroom CRO (“as seen in” modules), optional call tracking
Shared editorial calendar and secure asset library

How do you keep claims compliance‑safe?

Pre‑approved templates; coordinated pre‑review with compliance
Full archiving of drafts, approvals, and coverage
Fact‑checked, non‑promissory language and required disclosures
State‑specific and custodian/BD requirements accommodated

Have a question not covered here?

Tell us your goals, markets, audiences, and compliance constraints, and we’ll propose a tailored 90‑day Media PR plan with clear deliverables, timelines, and KPIs.

Media PR

Build authority with compliant, strategic media relations. We secure press coverage, interviews, and bylines for advisors and wealth managers to attract qualified prospects. Book your free audit to assess your media presence and get a focused PR plan.

How It Works

Book a free strategy call with our top experts.
Get a custom growth plan tailored to your goals and industry regulations.
Launch your campaign—we handle analytics and support so you can focus on results.

Media PR

Media PR For Financial Advisors And Wealth Managers

Media PR

Media PR: The Highest ROI for Client Acquisition

Media PR

Media PR

Media PR

Who Should Use This Service:

What’s Included (Key Service Blocks):

What You Get (Results + Metrics):

Media PR

Media PR

Robert Fox — RIA, Austin, TX

Albert Flores — Multi‑advisor wealth team, Denver metro

Bessie Cooper — Boutique wealth manager, Chicago North Shore

Media PR

Media PR

Comparison vs. Common Alternatives:

Unique Mechanisms:

What We Run (And Why):

Objections, Answered:

Risk Reversal:

Ownership And Access:

Expected Early Outcomes (30–90 days):

Media PR

National RIA Group – ROI-First Reporting

Regional Family Office – Simple, Actionable Insights

Independent Wealth Manager – Pipeline & Scale

Media PR

Essential

$2.200

/Month

Growth

$3.900

/Month

Dominant

$7.900

/Month

Add-ons

$1.200

/Month

Media PR

Media PR

Show up where your clients pay attention—top finance, business, and local outlets.

Media PR

Media PR

How It Works

Contact Information

The 15-Minute AUM Diagnostic

✓ Audit Request Received

Final Step: Secure Your Slot on the Calendar.

Your Audit Agenda (Compliance-First)