PR for Advisors
Want to be a market leader?
- We get you in the news
- Book you on influential podcasts
- Develop content that builds awareness
It’s a Game
Changer
PR for Advisors is the answer for independent financial advisors, RIAs, and wealth managers who want to increase their stature and attract high-quality clients.
There’s no getting around it.
You need to market to raise your profile. attract new clients and strengthen relationships.
A professional, proactive PR program will establish you as a market leader and elevate your
practice.
PR for Advisors
Media
Our relationships with influential media result in consistent coverage in trade press and top financial news outlets.
Podcasts
We book on you as a guest on top podcasts to build valuable connections with influencers and potential clients.
Content
Our professional-level content supports your messages and is amplified through blogs, social channels, newsletters and media.
We Know Your Business
We know the influencers, media, and issues that shape the financial advisory world.
We have 50 years of combined experience working with advisors, advisory firms, TAMPs, RIAs, B/Ds, and services that market to advisors.
We understand the compliance issues and the regulations advisors must comply with in public communication.
Whether you’re a solo advisor or a mature company with multiple offices, we have a PR program that works for you.
Media Relations
Media relations is a core competency at PR for Advisors.
Securing coverage in top financial media like Barron’s or MarketWatch or influential trade outlets like InvestmentNews or WealthManagement takes intelligence, finesse, and persistence.
Media is an excellent source of SEO and establishes you as a subject matter expert.
Podcasts
PR for advisors offers a full service podcast guesting program.
You can reach thousands of potential clients and broadcast your expertise as a guest on popular podcasts.
A consistent podcasting program will establish you as a market leader and create multiple marketing opportunities.
We only book clients on the top 10% of podcasts, as measured by Listen Notes. That ensures that you reach the largest audience possible.
We book podcasts that reach either a retail or industry audience, depending on the focus of your business.
We prepare you for each podcast and offer proven strategies for maximizing your time.
Content
We’re journalists and writers who produce content that stands out and captures your brand and core messages.
AI has revolutionized content creation. It’s easier to organize a blog post or opinion piece with AI, but it can’t produce original content that showcases your thought leadership.
We view AI as a junior editor that can help organize blog posts, commentary, newsletters, and press releases.
Impact
Sample results of our programs:
A San Diego-based fiduciary is covered in Barron’s, Think Advisor, InvestmentNews, Bloomberg Radio, and KUSI TV and invited to a panel at a prestigious trade show.
A New York-based wealth manager is profiled in MarketWatch and appears in The New York Times, Wall Street Journal, Barron’s, and PBS News Hour.
A Philadelphia-based RIA is quoted in Barron’s, Wall Street Journal, Investor’s Business Daily, appears on FOX Business, and secure a $20 mil account from a Forbes column.
A Boston-based wealth management platform secured a prestigious wealth management industry award based on our initiative.
Clients Served
Our story
PR for Advisors is an alternative to traditional PR agencies that don’t understand the challenges or opportunities facing advisors.
- We’re a collective of home office financial PR pros. You don’t pay for overhead and bureaucracy.
- Top financial PR experts work on your account (10+ years minimum agency or corporate experience).
- Our long-standing media relationships result in consistent coverage that benefits our clients.
- We produce professional-level content for press releases, pitches, blogs, and articles.
- We prove our value qualitatively and quantitatively.
I’m Mark Rose.
I founded PR for Advisors because RIAs, wealth managers, and companies that market to advisors deserve PR programs tailored to them.
I lead a network of PR pros who understand the advisory business and produce outstanding results for demanding clients every day.
As SVP of the Edelman Worldwide Financial Group, and through a 20-year career in financial PR, I learned how targeted exposure can drive a business.
Contact Us
Want to elevate your practice and attract high-quality prospects?
