Lead-Lag Media, a premier marketing and media solutions provider for mutual fund and ETF issuers, today announced the launch of its comprehensive suite of services designed specifically for financial advisors. This strategic expansion leverages the company’s 20 years of financial marketing expertise to help advisors build meaningful connections with prospects and clients.
The new offering includes three service tiers—Essentials, Growth, and Full Service—tailored to meet the diverse needs of today’s financial advisors. This expansion represents a natural progression for Lead-Lag Media, which has established itself as a trusted partner for fund issuers through its extensive media platform and marketing capabilities.
“Financial advisors face unprecedented challenges in attracting and retaining clients in today’s digital-first environment,” said Michael A. Gayed, CFA, founder of Lead-Lag Media. “Our advisor services suite bridges this gap by providing the same level of sophisticated marketing and media solutions that have helped fund issuers grow their AUM. This is about empowering advisors to focus on what they do best—serving their clients—while we handle the complex work of building their brand and driving growth.”
The new service offerings address key pain points for financial advisors, with the Essentials package including social media management, evergreen content creation, newsletters, website redesigns, and marketing collateral development. Advisors can also access customization options such as model portfolio access, brand development, advisor network connections, and media training.
Lead-Lag Media’s expansion into advisor services builds upon its established expertise in providing fund issuers with financial advisor introductions, podcast interviews, press release distribution, and programmatic ad management. The company’s active network of over 200 RIAs creates unique synergies between fund issuers and advisors.
“We’ve seen firsthand how effective marketing transforms fund visibility and growth,” Gayed noted. “Our data shows that advisors who leverage professional marketing services achieve a 93% client acquisition rate. Additionally, those who outsource back-office tasks gain approximately four extra hours every week—that’s 200 client-facing hours annually that can be redirected toward growth activities.”
The company’s integrated approach combines digital and traditional marketing channels, which research shows can increase response rates by 63%, website visits by 68%, and new leads by 53%. The comprehensive service offering includes:
- Digital Presence Enhancement: Social media management, website redesigns, and evergreen content creation
- Direct Client Acquisition: Cold calling, lunch and learn events, direct mail, and email campaigns
- Media Exposure: Podcast appearances, press coverage, and media training
- Operational Efficiency: Automation consulting, project management, and CRM services
“This launch represents more than just new services—it’s about creating an ecosystem where fund issuers and advisors can thrive together,” said Gayed. “By extending our platform to advisors, we’re completing the circle of support that drives growth throughout the investment management industry.”
Financial advisors interested in learning more about Lead-Lag Media’s new service offerings can schedule a 30-minute strategy session by visiting leadlagmedia.com or contacting media@leadlagmedia.com.
