The Lead-Lag Advisor Community Is Expanding — And The Momentum Is Real

Independent Advisors. Shared Growth. Zero Cost

Here’s the revised version with the updated numbers — 15 new advisors joined recently, nearly 300 now participating— and a tone that reflects steady, credible momentum rather than hype.

---

The Lead-Lag Advisor Community Is Expanding — And The Momentum Is Real

A little over a month ago, we formally launched the Lead-Lag Advisor Community.

Since then, the growth has been steady and meaningful.

In just the past few weeks alone, 15 new advisors have joined, bringing total participation to nearly 300 advisors across firms of all sizes and AUM ranges.

Solo RIAs.
Multi-advisor teams.
Established firms.
Growing practices.

Different structures.
Different strategies.
One shared goal: sustainable growth.

That consistency tells me something important.

Advisors are looking for leverage — not another bill.

---

What This Community Has Become

The Lead-Lag Advisor Community is not a paid mastermind.

It’s not a product disguised as partnership.

And it’s not a marketing funnel.

It’s a free, club-style network built to help financial advisors grow together — without giving up independence.

Nearly 300 advisors are now actively participating in some form — engaging with research, joining meetups, utilizing white-labeled content, or leveraging growth services.

We’ve invested heavily in expanding what that actually means.

---

New Free Services — Now Available

In addition to the original core offerings, we’ve launched several completely new services for members.

Programmatic Ad Management

Community advisors now have access to support for programmatic digital advertising campaigns, helping expand awareness and generate targeted visibility without having to manage complex ad systems themselves.

Professional Video Editing

If you record educational or market commentary videos, we now offer video editing support to help turn raw footage into polished, distribution-ready content.

Strategic Social Media Support

Beyond posting, we’re helping advisors think more intentionally about digital presence — building credibility, consistency, and positioning over time.

White-Labeled Monthly Commentary

Members continue receiving professionally written market commentary they can brand and distribute directly to clients and prospects.

Investment Research Access

Research and idea generation remain foundational pillars of the Community.

Advisor Meetups & Exclusive Experiences

Monthly advisor-only discussions.
Bell ringing opportunities.
Shared milestones.
Lunch on us.

And we’re continuing to build.

---

Why We’re Doing This

Because the economics of advisor growth have shifted.

Digital presence matters.
Consistency matters.
Positioning matters.

Many advisors are spending significant amounts on services that feel transactional.

We’ve taken a different approach.

The Lead-Lag Advisor Community is built on alignment.

When advisors grow, Lead-Lag Media grows.

That alignment allows us to provide infrastructure, research, and visibility — without charging membership fees.

---

Who This Is For

This is for advisors who:

• Want leverage without sacrificing independence
• Value shared ideas over isolation
• Are open to modern growth strategies
• Appreciate community over competition

Whether you manage $50 million or several billion, the goal is the same: build something durable.

---

Interested?

If this resonates — or if you simply want to explore what participation looks like — there’s one step:

Reply to this email and write:
“I’m interested.”

No forms.
No obligations.
Just a conversation.

Nearly 300 advisors are now participating. The momentum is steady, and we’re building thoughtfully for the long term.

— Michael A. Gayed, CFA