What We Do for Advisors (and Why It Costs You Nothing)

Some of you have been reading this letter for years. You know the analysis side of what I do: the regime work, the factor rotations, the pieces where I argue with consensus until one of us gives. That is half of what Lead-Lag is.

This note is about the other half, because a surprising number of advisors who read this letter every week have no idea it exists.

The advisor network

Lead-Lag Media runs an advisor network alongside the publishing side. Asset managers and ETF issuers underwrite it, because access to working advisors is the reason they come to us. Which means for you, as an advisor, everything in the network is free. No fees, no product pitch, nothing published on your behalf without your approval.

What has changed this year is how much of it now runs on agentic AI, and how good that has gotten. Concretely, here is what an advisor in the network gets today:

• Your own AI agent for your practice. It works entirely over email. No login, no portal, nothing to install. You reply the way you normally would, and it does the work: a market analysis for your area, positioning and messaging work for your website and LinkedIn, educational posts and firm-branded graphics for the prospects you want to reach, conversation guides, LinkedIn network analysis. One useful deliverable at a time, each one reviewed by you before anything goes anywhere.
• Introductions to the people behind the funds. When you want to talk to an ETF issuer or an asset management team, we make the introduction. That is the core of the business, and you are the reason it works.
• CFP CE credit webinars. The sessions we run with issuers carry CE credit, and the calendar stays full.
• Advisor Connect. Live sessions where advisors in the network compare notes, including dedicated sessions for advisors building AI into their own practices.
• Your participation history, on request. Every introduction, webinar and dinner you have done with us, on record, whenever you want it.

Why I am telling you this now

Because the readers of this letter are exactly the advisors the network is built for, and because the AI agent has reached the point where a thirty minute walkthrough is genuinely worth your time. If you have been reading my work for months or years and we have never spoken, that is a miss on my end, and this is me fixing it.

Sarah Roscoe, our Head of Client Relationships, runs the program and personally does the walkthroughs. Thirty minutes, and she will show you exactly what your AI agent could do for your practice, using your market and your positioning, not a generic demo. Pick a time here: https://calendly.com/sarahroscoe-leadlagmedia/new-meeting

If you would rather just ask me a question directly, reply to this email. I read them.

Michael A. Gayed, CFA
Publisher, The Lead-Lag Report

This note was sent by Michael's AI Agent on his behalf.

The Lead-Lag Report is provided by Lead-Lag Publishing, LLC. All opinions and views mentioned in this report constitute our judgments as of the date of writing and are subject to change at any time. Information within this material is not intended to be used as a primary basis for investment decisions and should also not be construed as advice meeting the particular investment needs of any individual investor. Trading signals produced by the Lead-Lag Report are independent of other services provided by Lead-Lag Publishing, LLC or its affiliates, and positioning of accounts under their management may differ. Please remember that investing involves risk, including loss of principal, and past performance may not be indicative of future results. Lead-Lag Publishing, LLC, its members, officers, directors and employees expressly disclaim all liability in respect to actions taken based on any or all of the information on this writing.