Free Social Media & Market Commentary for RIAs
Social media is crucial for growing an advisory practice. In fact, roughly half of affluent investors say they’re more likely to engage with advisors who have a social media presence, and 79% of Millennials and Gen Z have sought financial advice on social platforms. But posting consistently can be a hassle when you’re busy running a practice. That’s why we’re here to help: as a special offering for RIA firms, Lead-Lag will manage your social media for free. Our team creates and publishes professional, engagement-worthy posts for you, increasing your visibility and growing your followers while you focus on clients.
Keep Clients Informed
Clients today are inundated with financial headlines that often fuel fear, and they look to you to cut through the noise and provide context. Sending a concise market update each month is a great way to do that, but writing it yourself can be time-consuming. So for RIAs we’re offering a free monthly white-labeled newsletter. Each issue is written in clear, client-friendly language and branded for your firm. These ready-made market commentaries deliver timely analysis that helps clients prioritize long-term goals and stay calm during volatility.
Our Free Services
Free Social Media Management: We create and manage your firm’s social posts so you don’t have to. Our content is tailored to financial advisors and designed to boost engagement – increasing your exposure, growing your following, and attracting prospects.
Free White-Label Market Newsletter: Every month you’ll receive a ready-to-send market commentary email, complete with your firm’s branding. Each update provides easy-to-understand market insights and portfolio commentary, which reinforces your value and keeps clients informed.
Interested in either service? Just reply to this email to learn more or get started. We’re excited to help you grow your practice!
— Michael A. Gayed, CFA
Publisher, The Lead-Lag Report


