Launching the Lead-Lag Advisor Community
A Free Membership for Financial Advisors
Merry Christmas to all our readers and fellow financial advisors! As we wrap up 2025 and look ahead to the new year, I’m thrilled to announce a major initiative for 2026: Lead-Lag Media is transforming our financial advisor platform into a true community – a free “club membership” for advisors. Our vision is to build the world’s first community of financial advisors where peers help each other grow, and where we provide all the tools and support you need at absolutely no cost.
Over the past year, we’ve seen tremendous engagement from advisors in our network. Earlier in 2025 we began offering free social media management and white-labeled market commentary to select advisors, and the response was overwhelming. Over 200 RIA firms joined our advisor network in short order, and today more than 250 financial advisors are actively engaged with Lead-Lag Media. This confirmed what we long suspected – that advisors are eager for support and community, if only someone will provide real value without charging an arm and a leg. (Most marketing services charge thousands per month for what we’re offering, but our services cost you absolutely nothing – not a trial or limited-time deal, but a completely free ongoing service.)
Why a Community for Advisors?
If you’re an independent financial advisor or RIA, you know how isolating the business can be. You’re focused on clients all day, and building your practice often feels like a solo effort. We want to change that. By joining the Lead-Lag advisor community, you’ll be connected with hundreds of like-minded professionals and gain access to a suite of free benefits designed to help you grow your business and better serve your clients. It’s community-driven growth – when one of us succeeds, we all learn and succeed together.
This isn’t just another newsletter or one-off offer. It’s a club membership for advisors, backed by Lead-Lag Media’s resources and expertise, with zero cost or catch. Think of it as an extension of your team and an extended family of colleagues across the country. Our goal is to foster an environment where advisors can exchange ideas, share best practices, and leverage free tools that usually cost a fortune elsewhere. We’re creating a network built on trust and mutual support – a place where advisors help each other navigate markets and grow.
Free Benefits for Members in 2026
What exactly do you get by joining this new Lead-Lag Advisor Community? A lot – and again, all of it is completely free for qualified financial advisors. Here are some of the key benefits and services available to our members:
White-Labeled Monthly Market Commentary: Every month, you’ll receive a professionally written market commentary newsletter with your firm’s branding, ready to send to clients and prospects. Each issue provides easy-to-understand market insights and portfolio commentary that keeps your clients informed and calm during volatility. No more scrambling to write updates – we do the heavy lifting, reinforcing your value to clients as a thoughtful, proactive advisor.
Free Social Media Management: Tired of struggling to maintain a consistent LinkedIn or X (Twitter) presence? We’ve got you covered. Our team will manage your social media for you – at no cost. We create and publish engagement-worthy posts tailored for financial advisors, helping increase your visibility and grow your follower base while you focus on serving your clients. A strong online presence is crucial today (half of affluent investors say they’re more likely to engage with advisors active on social media), and now you can have that without spending hours or hiring a marketing team.
Access to Investment Research & Insights: Members get complimentary access to a host of premium investment research and market insights. This includes select content from our award-winning Lead-Lag Report analysis, special research reports, and market trend commentary that you can use to inform your strategies or even share (white-labeled) with clients. You’ll have timely research at your fingertips to help you make informed decisions and have smarter conversations with clients. (As a side note, our content and market commentary have been featured across leading financial channels – now you’ll have that level of insight on hand, free.)
Exclusive Events & Networking: We’re building real community, which means getting together and having shared experiences. As a member, you’ll receive invitations to exclusive events – including the chance to participate in NYSE and Nasdaq bell-ringing ceremonies with our team. Yes, you could stand on the podium to ring the opening or closing bell at a major stock exchange! 🤝 Additionally, we host monthly advisor meetups (virtual for now) where you can swap investment ideas and strategies with fellow advisors in the network. We’ll even cover lunch – members in our meetups get free lunch gift cards, so you can enjoy a meal on us while chatting markets and tactics with peers. These gatherings are a fantastic way to exchange ideas (sometimes the best ideas happen over a casual chat or lunch) and to form relationships with advisors across the country. It’s a true peer-to-peer support system.
Discounts on Premium Services: While the core membership costs nothing, we’ve arranged additional perks for our community. Members will enjoy discounts on various premium services and products that can help your practice. This includes discounted access to advanced portfolio tools, premium financial content subscriptions, and even our own paid Lead-Lag premium services. We’ve negotiated these perks as a way to thank you for being part of the community. You’ll save money if you choose to take advantage of these, but you’re never obligated – the free services above are the main focus. As we continue to grow, we plan to add even more discounts and surprise perks along the way (stay tuned!).
And that’s not all – as this community grows, we’ll keep listening to what you, our members, want and need. The beauty of a community-driven approach is that we can evolve together. Have an idea that could help advisors? Let us know, and we’ll explore adding it to the club. Our mission is to make sure every advisor in our network has the support, content, and connections they need to thrive, especially in challenging market environments.
Ready to Join?
This initiative is our way of giving back to the advisor community. Whether you’re a solo RIA, part of a small advisory team, or an experienced wealth manager, we welcome you to try out these resources. There’s truly no downside – you get a supportive network and a suite of services that others pay hefty fees for, and you pay nothing. We’re funded by our partnerships with fund issuers, so we can offer all of this free to advisors (in other words, we succeed by helping you succeed).
If you’re interested in joining this one-of-a-kind financial advisor community, just reply to this Substack email with “I’m interested.” That’s it! No forms or lengthy process – simply hit reply and send “I’m interested” to let us know, and we’ll follow up with details and next steps. We’ll get you set up with all the services and add you to our membership list so you can start accessing these benefits immediately.
On behalf of the entire Lead-Lag Media team, I want to thank you for your support and readership. We’re incredibly excited to build this community with you and make 2026 a year of growth for all of us. Once again, we wish you and your families a Merry Christmas and Happy Holidays. 🎄 Enjoy the season, stay safe, and get ready for an amazing year ahead.
Here’s to a prosperous 2026, together!
– Michael A. Gayed, CFA
Publisher, The Lead-Lag Report (Lead-Lag Media)