Media PR

Media PR For Financial Advisors And Wealth Managers

Earn authority-building press, podcast features, and bylines—compliant with SEC Marketing Rule and FINRA guidance. Earned media, bylines, podcasts, and speaking—compliant with SEC/FINRA. Get a PR strategy and media readiness audit.

Trust strip: “Selected client placements” logos (WSJ, CNBC, Bloomberg, Barron’s, InvestmentNews, local biz journals) with a footnote: “Placements shown are representative, not guaranteed.”

Media PR

Media PR Delivers The Highest ROI For Gaining Clients

RIA niche in equity comp: From zero to 8 tier‑1 quotes in 60 days; +42% branded search
Regional wealth firm: 5 bylines in trade media; +31% qualified inquiries
Succession/exit advisory: Podcast tour (12 shows); 3 new referral partners

Financial Google Ads Compliance Checklist

Check your marketing health in 15 minutes—see what’s working and what’s not.

What you’ll see:

GA4 with consent mode v2 implemented correctly
Enhanced Conversions for leads
Offline conversion import from CRM (GCLID/GBRAID, approved apps/funded accounts)
Phone call tracking with DNI; qualify calls (duration/IVR outcome)
UTM standards; store original landing page and ad ID for audits
CMP integrated; region-aware consent banners; cookie policy
List of approved disclosures per product
Compliance review workflow and SLAs
Negative keyword lists (finance, brand safety)
CRM mapping for offline conversions and stages (lead → qualified → approved)
Consent texts and privacy links
Anonymized case studies with dates and methodologies

Media PR

Certified and Accredited: Trusted by Leaders

Trusted by advisors and wealth managers in NYC, London, Dubai.

Media PR

Certified and Accredited: Trusted by Leaders

Trusted by advisors and wealth managers in NYC, London, Dubai.

Media PR

Our Website Creation Service Includes

Our websites average 2x more inquiries and up to 300% higher Google Ads ROAS.

Media strategy and positioning
- Message house, value propositions, talk tracks
- Persona and outlet mapping (tier 1, trade, local)
Story mining and thought leadership
- Angles tied to timely news/reg changes (SECURE Act, Social Security, rates)
- Ghostwritten bylines, op-eds, contributed articles
Media relations
- Targeted pitching, embargoes, expert source positioning
- HARO/Connectively and inbound journalist requests
- Podcast guesting and speaking opportunities
Content and assets
- Press kit: bios, headshots, boilerplate, spokesperson briefs
- Press releases (only when truly newsworthy)
- Owned newsroom page on your site
Media training
- Interview prep, bridging/flagging, tough-questions playbook
- Performance claims avoidance, compliance-safe language
Compliance and governance
- SEC Marketing Rule and FINRA-aware reviews
- Testimonials/endorsements and third‑party rating disclosures
- Recordkeeping and approval logs (Rule 204‑2 for RIAs)
Digital PR and amplification
- Link-earning for SEO, UTM tracking, social and newsletter syndication
- “As Featured In” blocks and case-study refreshes
Crisis and reputation management
- Holding statements, response coordination with legal/BD
- Review response guidance and profile hygiene

Media PR

Stand Out As The Trusted Choice

Don’t let old, unfair, or inaccurate information determine your next opportunity. With our active reputation management suite, you control the narrative—demonstrating responsiveness, care, and professionalism that attract premium clients and referrals.

Media PR

With just one trusted partner, you:

How It Works

We’ll analyze your current online presence and show you how you can attract more high-value clients—no strings attached.

Media PR

Process and timeline

Timeline: 2–3 weeks to launch; 6–8 weeks to reach stable performance

Step 1: Discovery and compliance review

Technical + GBP + content + reputation gap analysis; 90-day roadmap.

Step 2: Audit and plan: gaps, budgets, projections

GBP overhaul, top-5 pages optimized, citation cleanup, review engine live, tracking live.

Step 3: Build and launch

City/neighborhood pages, content calendar, local links, internal link structure.

Step 4: Learn and optimize

Rank expansion, E-E-A-T assets, quarterly PR for authority, conversion rate optimization.

Step 5: Scale: LTV modeling, new segments, omnichannel alignment

+30–70% GBP actions; top-10 rankings for 10–20 keywords; 10–25% increase in organic leads.

Media PR

Local SEO for New York, London and Dubai

Discover how our all-in-one solution keeps your reputation secure, competitive, and growth-ready.

Book a confidential, no-obligation strategy call and let our experts show you how to shine.

Do you guarantee placements?

No. We secure earned media through credible expertise and timely angles.

How do you handle SEC/FINRA compliance?

Pre-approval workflows, required disclosures, recordkeeping, and BD coordination.

Can we use testimonials and third‑party ratings?

Yes, with proper disclosures, oversight, and documentation per the Marketing Rule.

What’s a realistic timeline?

Typically 4–8 weeks for first wins; momentum compounds over 3–6 months.

How do you measure ROI from PR?

Coverage quality, referral traffic, branded search lift, qualified inquiries, and assisted conversions.

Can you ghostwrite bylines?

Yes, subject-matter interviews + compliance review before submission.

Do you work with niche advisors?

Yes—equity comp, business exits, retirees, physicians, women investors, and more.

How do you handle paid lists/awards and “Forbes Councils” type programs?

We evaluate fit, require disclosures, and separate paid visibility from earned media.

Media PR

Local SEO for New York, London and Dubai

Discover how our all-in-one solution keeps your reputation secure, competitive, and growth-ready.

Book a confidential, no-obligation strategy call and let our experts show you how to shine.

Media PR

Case study

Robert Fox

Client type, city, challenge, 90-day actions, 90-day results (GBP calls, rankings, leads, CPL), 6-month results (market share keywords).

Albert Flores

Client type, city, challenge, 90-day actions, 90-day results (GBP calls, rankings, leads, CPL), 6-month results (market share keywords).

Bessie Cooper

Client type, city, challenge, 90-day actions, 90-day results (GBP calls, rankings, leads, CPL), 6-month results (market share keywords).

Growth

1.000$

/Month

Single-location, novice/mid-stage

Scale

2.000$

/Month

Multi-keyword, mid/strong

Enterprise

4.000$

/Month

Multi-location or competitive metro

Add-ons

1.500$

/Month

Reputation management, Google Ads for local intent, LinkedIn Ads retargeting, IDX integration

Media PR

How Soon Are You Looking To Start?

Book a PR Strategy Call And Get the PR Checklist

Media PR

Ready to upgrade your digital footprint, capture more leads, and win the clients you deserve?

Request your consultation now—and discover the website elite advisors trust.

How It Works

Book a free strategy session.
Receive a custom plan for your goals, compliant with your industry standards.
Launch your campaign with full analytics and ongoing support.

Contact Information

Media PR

Check Out Our Portfolio

Media PR

Our Solutions And Services Made For

Financial Advisors

Attract qualified leads who need expert financial planning and retirement strategies.
Establish credibility and trust to stand out in a crowded market.

Luxury Real Estate Agents

Connect with high-net-worth individuals searching for upscale properties.
Build a prestigious online presence that highlights exclusive listings.

Hedge Funds Managers

Reach sophisticated investors interested in alternative investment opportunities.
Demonstrate performance and expertise to instill confidence in potential clients.

Family Offices Managers

Find ultra-high-net-worth families seeking personalized wealth management solutions.
Position themselves as trusted partners for multi-generational financial stewardship.

Leading Knowledge In The Niche

How We Help Financial Advisors Succeed

Attract More Qualified Leads: Reach individuals actively looking for financial planning, wealth management, or retirement advice.
Build Trust Online: Showcase your expertise with a top-tier website and professional digital presence.
Grow Your Local Authority: Appear prominently in your community’s Google searches and maps.
Save Time: Let us handle your online marketing so you can focus on serving your clients.

Special Offer

Special Offer For Financial Advisors

Boost your business visibility!

Get Local SEO Services For FREE when Creating Website With Us

We’ll analyze your current online presence and show you how you can attract more high-value clients—no strings attached.

WHAT WE DO

Affirm unleashes your business potential by the constant innovation.

Company Benefits

Based in Paris, we work closely with clients from around the world, getting to the heart of their business to develop successful digital ideas and more.

Competitive Salary

As a leading digital company in Paris, we look to engage with our clients beyond the conventional relationship, becoming a partner to the people.

WHAT WE ACHIEVED

We generated 2x more online sales in 2021.

Through strategy, design, and planning we build brand identities that connect with your template. We then fine-tune a marketing plan that allows us to laser focus.

WHO WE ARE

Our Amazing Team

Our nearly 8,000 committed staff members are ready to help.

INDUSTRY EXPERIENCES

Digital solutions for your online business.

Hub IT allows your business and technology computers to store, transmit, analyze, and manipulate big data.