Expert Positioning & Earned Media Engine for Financial Advisors

Build the kind of trust that no compliance-approved ad ever could.

Quoted monitors journalist requests, podcast guest calls, and newsletter opportunities daily — scores each one against your financial expertise, drafts a personalized pitch in your voice, and sends it the moment you approve.

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When advertising is restricted, earned media is your most powerful growth channel.

Every day, Quoted scans live journalist requests, Substack posts, podcast guest calls, and media lead sources — then does the work of matching, drafting, and queuing only the opportunities worth your time. When a market moves, a rate changes, or a planning question goes mainstream, your name should be in the story.

Monitor — Daily pulls from journalist tweets, Substack posts, podcast guest requests, and lead sources like Qwoted and SourceBottle — filtered for personal finance, wealth management, retirement planning, and markets coverage.

Score — Each opportunity is matched against your specialty — whether that's tax planning, retirement income, estate strategy, or a specific client demographic. Only relevant requests reach your queue.

Draft — A personalized pitch written in your voice, referencing the journalist's specific angle and recent work. Not a generic credential list — a response that actually addresses what they're trying to report.

Approve — Every pitch arrives in your inbox before anything goes out. Review it, send it, or refine the language. Full visibility, zero compliance surprises.

Track — Opens, replies, and confirmed placements logged automatically. See exactly which outlets you're landing in and build a record of media coverage to share with prospects.

financial advisor building credibility through earned media

PR agencies charge $5–15k/month for this.

You approve everything. Nothing sends without your review.

Every market move, rate decision, and planning question is a journalist looking for someone like you.

Finance is one of the most consistently covered beats in journalism. Quoted monitors the full range of earned media opportunities so you're positioned to respond the moment relevant requests surface — across every channel journalists actually use.

Journalist Requests — Reporters at personal finance, investing, and business publications actively sourcing advisors for stories on market volatility, retirement planning, tax strategy, and wealth management. Captured the moment they post.

Podcast Guest Requests — Hosts of personal finance, investing, and wealth-building podcasts actively searching for credible practitioners. A single well-placed episode reaches thousands of potential clients in your ideal demographic.

Newsletter Features — Independent finance writers and Substack publishers looking for expert contributors and sources. Their subscribers are exactly the high-net-worth, financially engaged readers you want in front of.

Qwoted & SourceBottle — The active media lead platforms where financial journalists post sourcing requests. Monitored and filtered daily so only timely, relevant opportunities make it to you.

wealth manager earning media placements in financial publications

Multiple sources. One filtered queue.

Pitches written around the journalist's actual story angle — not your ADV form.

Everything in your monthly credibility report.

Quoted doesn't just send pitches — it tracks every touchpoint and turns your placement activity into a documented record of your growing authority as a financial expert.

Opportunity Matching

Every inbound media request scored against your financial specialty and ideal client profile. Only high-fit, time-sensitive opportunities reach your queue — no irrelevant leads eating into your day.

Personalized Pitch Drafts

Each pitch is written around the journalist's recent coverage and stated angle — not a templated advisor bio. The kind of response that signals you've actually read their work and have something specific to add.

Placement Tracking

Opens, replies, and confirmed placements logged automatically. Know exactly where you're landing coverage and which story angles are generating the most traction with financial journalists.

Monthly Credibility Report

A monthly summary of pitches sent, placements secured, and media outlets covered. A tangible proof-of-expertise document — compelling when shared with prospects, referral partners, and centers of influence.

Earned media does what advertising in financial services can't.

A quote in a publication your prospects trust creates credibility that no ad, no email sequence, and no cold call can replicate. Quoted gets you in front of the journalists writing those stories — consistently, without the agency retainer.

You review and approve every pitch before it sends. Your positioning, your language, your compliance.

No contracts. Cancel before your next billing cycle and you won't be charged again.

$797/mo — less than what a single new client relationship is worth, and a fraction of a PR agency retainer.

FAQs

I have compliance obligations. How does the approval process work?

Every pitch comes to you for review before anything is sent. You read it, approve it, modify it, or discard it — nothing goes out without your explicit action. That means you maintain the same oversight over outbound communications that your compliance process requires. If your firm requires additional review before client-facing content is distributed, the pitch lands in your inbox first, giving you time to run it through whatever internal process you need.

What kinds of publications and outlets will I be pitched to?

The range is broad by design — from major personal finance publications like Bankrate, NerdWallet, and MarketWatch to trade outlets, independent Substack finance writers, and podcast hosts covering investing, retirement, and wealth. The matching layer filters for fit, so you'll only see opportunities relevant to your specialty and client type. You're not pitching everything — just the opportunities where your expertise is genuinely the right answer to what the journalist is asking.

What makes the pitches good enough to actually get responses?

Financial journalists receive dozens of advisor pitches for every story. Most are credential lists that don't acknowledge what the journalist is actually reporting. Quoted reads the journalist's recent articles and writes a pitch that speaks to their specific angle — demonstrating you understand their coverage and have something substantive to add. That specificity is what separates a pitch that gets filed from one that gets a response.

How long before I see placements?

Most clients see their first reply or placement within the first 30 days. Finance is one of the most journalist-active beats in business media, so the volume of relevant opportunities tends to be consistent. And the effect compounds — a placement in a recognized outlet makes your next pitch easier to land, and a media page on your website changes how prospects evaluate you before the first call.

Can I cancel anytime?

Yes. No contracts, no lock-in. Cancel before your next billing cycle and you won't be charged again.

Financial journalists are sourcing expert advisors for stories publishing this week.

Every market move, Fed decision, and planning season creates new journalist demand for credible voices. The advisors getting quoted are the ones who show up. Start showing up.

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See what invisible expertise is costing you

Journalists are looking for sources like you every single day — and finding someone else instead. Not because you're less qualified, but because you're not in the room. PR agencies charge $5–15k a month to put you there. Fill out what you know below and we'll show you what earned media is actually worth to your business, and what it's costing you to stay quiet.