# Financial Services PR

Discover how financial services PR professionals are using Featured to find and act on earned-media opportunities for advisory firms, RIAs, and financial brands.

[Open Featured Chat](https://featured.com/)

## Financial Services PR prompts to try in Featured

Thirty real jobs, phrased the way you'd actually ask. Tap a chat to get started — edit anything before you send.

### Answer journalist requests

> Find journalist requests across HARO, Connectively, X, and LinkedIn from reporters seeking financial experts on retirement planning, market volatility, or the great wealth transfer.

[Open in Featured](https://featured.com/?prompt=Find%20journalist%20requests%20across%20HARO%2C%20Connectively%2C%20X%2C%20and%20LinkedIn%20from%20reporters%20seeking%20financial%20experts%20on%20retirement%20planning%2C%20market%20volatility%2C%20or%20the%20great%20wealth%20transfer.)

### Respond to HARO queries

> Find HARO queries from the last 48 hours that a financial advisor could answer about saving, investing, taxes, or retirement — flagging any that need compliance review.

[Open in Featured](https://featured.com/?prompt=Find%20HARO%20queries%20from%20the%20last%2048%20hours%20that%20a%20financial%20advisor%20could%20answer%20about%20saving%2C%20investing%2C%20taxes%2C%20or%20retirement%20%E2%80%94%20flagging%20any%20that%20need%20compliance%20review.)

### Land finance podcast interviews

> Find active personal finance and advisor-industry podcasts that interview financial professionals as guests.

[Open in Featured](https://featured.com/?prompt=Find%20active%20personal%20finance%20and%20advisor-industry%20podcasts%20that%20interview%20financial%20professionals%20as%20guests.)

### Audit your AI visibility

> Do a GEO audit for my firm for the prompt "best financial advisors for retirement planning." Show how ChatGPT, Claude, Perplexity, and Gemini answer for our market.

[Open in Featured](https://featured.com/?prompt=Do%20a%20GEO%20audit%20for%20my%20firm%20for%20the%20prompt%20%22best%20financial%20advisors%20for%20retirement%20planning.%22%20Show%20how%20ChatGPT%2C%20Claude%2C%20Perplexity%2C%20and%20Gemini%20answer%20for%20our%20market.)

### Benchmark competitors in AI answers

> Compare how my advisory firm and three competitors appear when prospective clients ask AI assistants for advisor recommendations.

[Open in Featured](https://featured.com/?prompt=Compare%20how%20my%20advisory%20firm%20and%20three%20competitors%20appear%20when%20prospective%20clients%20ask%20AI%20assistants%20for%20advisor%20recommendations.)

### Automate your GEO tracking

> Every Monday, run a GEO audit on prompts like "fiduciary advisor near me" and our niche prompts, and email me our visibility changes.

[Open in Featured](https://featured.com/?prompt=Every%20Monday%2C%20run%20a%20GEO%20audit%20on%20prompts%20like%20%22fiduciary%20advisor%20near%20me%22%20and%20our%20niche%20prompts%2C%20and%20email%20me%20our%20visibility%20changes.)

### Place a bylined article

> Find publications accepting bylined articles from financial advisors on retirement income, tax-efficient investing, and behavioral finance.

[Open in Featured](https://featured.com/?prompt=Find%20publications%20accepting%20bylined%20articles%20from%20financial%20advisors%20on%20retirement%20income%2C%20tax-efficient%20investing%2C%20and%20behavioral%20finance.)

### Publish an op-ed

> Find outlets accepting op-eds on financial policy, and help me build an argument about improving retirement access for small-business employees.

[Open in Featured](https://featured.com/?prompt=Find%20outlets%20accepting%20op-eds%20on%20financial%20policy%2C%20and%20help%20me%20build%20an%20argument%20about%20improving%20retirement%20access%20for%20small-business%20employees.)

### Land a guest post

> Find personal finance blogs accepting guest posts on financial planning topics, with compliance-friendly editorial processes.

[Open in Featured](https://featured.com/?prompt=Find%20personal%20finance%20blogs%20accepting%20guest%20posts%20on%20financial%20planning%20topics%2C%20with%20compliance-friendly%20editorial%20processes.)

### Build a finance media list

> Build a media list of personal finance journalists — at outlets like Kiplinger-style publications and advisor trades — with beats and recent articles.

[Open in Featured](https://featured.com/?prompt=Build%20a%20media%20list%20of%20personal%20finance%20journalists%20%E2%80%94%20at%20outlets%20like%20Kiplinger-style%20publications%20and%20advisor%20trades%20%E2%80%94%20with%20beats%20and%20recent%20articles.)

### Get on finance stages

> Find speaking opportunities at wealth management events and advisor conferences — panels and breakout sessions with submission deadlines.

[Open in Featured](https://featured.com/?prompt=Find%20speaking%20opportunities%20at%20wealth%20management%20events%20and%20advisor%20conferences%20%E2%80%94%20panels%20and%20breakout%20sessions%20with%20submission%20deadlines.)

### Catch every brand mention

> Find recent mentions of our firm and advisors across news, podcasts, and newsletters, and flag anything requiring compliance archiving.

[Open in Featured](https://featured.com/?prompt=Find%20recent%20mentions%20of%20our%20firm%20and%20advisors%20across%20news%2C%20podcasts%2C%20and%20newsletters%2C%20and%20flag%20anything%20requiring%20compliance%20archiving.)

### Automate your media monitoring

> Every 2 hours, scan media for our firm name and advisors' names, summarize each mention, and email the digest to our compliance-aware inbox.

[Open in Featured](https://featured.com/?prompt=Every%202%20hours%2C%20scan%20media%20for%20our%20firm%20name%20and%20advisors'%20names%2C%20summarize%20each%20mention%2C%20and%20email%20the%20digest%20to%20our%20compliance-aware%20inbox.)

### Uncover every media opportunity

> Find me media opportunities in personal finance this week — journalist requests, podcasts, bylines, awards, and speaking slots — for an RIA.

[Open in Featured](https://featured.com/?prompt=Find%20me%20media%20opportunities%20in%20personal%20finance%20this%20week%20%E2%80%94%20journalist%20requests%2C%20podcasts%2C%20bylines%2C%20awards%2C%20and%20speaking%20slots%20%E2%80%94%20for%20an%20RIA.)

### Win industry recognition

> Find recognition opportunities for advisory firms, like Barron's-style advisor rankings and industry awards, with methodology and submission windows.

[Open in Featured](https://featured.com/?prompt=Find%20recognition%20opportunities%20for%20advisory%20firms%2C%20like%20Barron's-style%20advisor%20rankings%20and%20industry%20awards%2C%20with%20methodology%20and%20submission%20windows.)

### Track competitor coverage

> Find where competing firms earned press in the past 30 days, which journalists quoted them, and the topics where our expertise is stronger.

[Open in Featured](https://featured.com/?prompt=Find%20where%20competing%20firms%20earned%20press%20in%20the%20past%2030%20days%2C%20which%20journalists%20quoted%20them%2C%20and%20the%20topics%20where%20our%20expertise%20is%20stronger.)

### Partner with LinkedIn influencers

> Find LinkedIn influencers in personal finance and wealth management whose audiences match our ideal clients, with engagement quality.

[Open in Featured](https://featured.com/?prompt=Find%20LinkedIn%20influencers%20in%20personal%20finance%20and%20wealth%20management%20whose%20audiences%20match%20our%20ideal%20clients%2C%20with%20engagement%20quality.)

### Find paid placement opportunities

> Find finance websites offering paid placements or sponsored content, with disclosure standards that satisfy advertising compliance rules.

[Open in Featured](https://featured.com/?prompt=Find%20finance%20websites%20offering%20paid%20placements%20or%20sponsored%20content%2C%20with%20disclosure%20standards%20that%20satisfy%20advertising%20compliance%20rules.)

### Put your PR on autopilot

> Set up a daily workflow that finds finance journalist requests, drafts educational responses with required disclaimers, and routes them through my review.

[Open in Featured](https://featured.com/?prompt=Set%20up%20a%20daily%20workflow%20that%20finds%20finance%20journalist%20requests%2C%20drafts%20educational%20responses%20with%20required%20disclaimers%2C%20and%20routes%20them%20through%20my%20review.)

### Distribute a press release

> I'd like to send a press release about our firm crossing $1B in assets under management and what's driven the growth.

[Open in Featured](https://featured.com/?prompt=I'd%20like%20to%20send%20a%20press%20release%20about%20our%20firm%20crossing%20%241B%20in%20assets%20under%20management%20and%20what's%20driven%20the%20growth.)

### Newsjack a trending story

> What financial stories are trending today — Fed moves, market swings, tax changes? Draft advisor commentary that's timely but compliance-safe, and find the reporters.

[Open in Featured](https://featured.com/?prompt=What%20financial%20stories%20are%20trending%20today%20%E2%80%94%20Fed%20moves%2C%20market%20swings%2C%20tax%20changes%3F%20Draft%20advisor%20commentary%20that's%20timely%20but%20compliance-safe%2C%20and%20find%20the%20reporters.)

### Get featured in finance Substacks

> Find Substack newsletters covering investing and personal finance that quote advisors or accept expert guest posts.

[Open in Featured](https://featured.com/?prompt=Find%20Substack%20newsletters%20covering%20investing%20and%20personal%20finance%20that%20quote%20advisors%20or%20accept%20expert%20guest%20posts.)

### Reach Medium's finance writers

> Find Medium writers covering personal finance and retirement who feature credentialed professionals.

[Open in Featured](https://featured.com/?prompt=Find%20Medium%20writers%20covering%20personal%20finance%20and%20retirement%20who%20feature%20credentialed%20professionals.)

### Build your media resume

> Create a media resume of my press quotes, credentials, and speaking history to position me as a reliable expert source for finance reporters.

[Open in Featured](https://featured.com/?prompt=Create%20a%20media%20resume%20of%20my%20press%20quotes%2C%20credentials%2C%20and%20speaking%20history%20to%20position%20me%20as%20a%20reliable%20expert%20source%20for%20finance%20reporters.)

### Join the Reddit conversation

> Find threads in personal finance subreddits where people ask questions in our specialty, and flag where educational, non-advisory answers would help.

[Open in Featured](https://featured.com/?prompt=Find%20threads%20in%20personal%20finance%20subreddits%20where%20people%20ask%20questions%20in%20our%20specialty%2C%20and%20flag%20where%20educational%2C%20non-advisory%20answers%20would%20help.)

### Activate Instagram influencers

> Find Instagram personal-finance creators with strong disclosure practices for an educational campaign, screened for regulatory red flags.

[Open in Featured](https://featured.com/?prompt=Find%20Instagram%20personal-finance%20creators%20with%20strong%20disclosure%20practices%20for%20an%20educational%20campaign%2C%20screened%20for%20regulatory%20red%20flags.)

### Launch a TikTok collab

> Find TikTok finance creators who explain money concepts responsibly, screened for compliance history, with audience demographics.

[Open in Featured](https://featured.com/?prompt=Find%20TikTok%20finance%20creators%20who%20explain%20money%20concepts%20responsibly%2C%20screened%20for%20compliance%20history%2C%20with%20audience%20demographics.)

### Draft a winning pitch

> Draft a 120-word pitch to a retirement reporter offering our data on how clients actually claim Social Security, with one counterintuitive finding.

[Open in Featured](https://featured.com/?prompt=Draft%20a%20120-word%20pitch%20to%20a%20retirement%20reporter%20offering%20our%20data%20on%20how%20clients%20actually%20claim%20Social%20Security%2C%20with%20one%20counterintuitive%20finding.)

### Build a 90-day PR plan

> Build a 90-day PR plan for an RIA building its brand — journalist requests, one signature data story, podcasts, bylines, and award submissions, all compliance-aware.

[Open in Featured](https://featured.com/?prompt=Build%20a%2090-day%20PR%20plan%20for%20an%20RIA%20building%20its%20brand%20%E2%80%94%20journalist%20requests%2C%20one%20signature%20data%20story%2C%20podcasts%2C%20bylines%2C%20and%20award%20submissions%2C%20all%20compliance-aware.)

### Prep for a media interview

> I'm being interviewed about market volatility. Prep me with likely questions and calm, educational talking points that avoid predictions and advice.

[Open in Featured](https://featured.com/?prompt=I'm%20being%20interviewed%20about%20market%20volatility.%20Prep%20me%20with%20likely%20questions%20and%20calm%2C%20educational%20talking%20points%20that%20avoid%20predictions%20and%20advice.)

## How financial services PR professionals use Featured

One chat, every PR job — from first pitch to placement report.

1. **Ask in plain language** — “Find journalist requests about retirement planning.” “Which podcasts book financial advisors?” “How does ChatGPT answer ‘best financial advisors near me’?”
2. **Featured finds & acts** — The co-pilot searches journalist requests, 814K active podcasts, bylines, awards, and AI answers — then drafts responses and pitches in your voice.
3. **Approve and get placed** — Review drafts, hit send, and let always-on workflows keep hunting while you run the business. Results arrive via Slack, email, or text.

## Every financial services PR job, in one platform

Journalist requests, podcasts, bylines, awards, monitoring, GEO — every earned-media motion for financial firms in one place.

### [Journalist Requests](https://featured.com/product/features/journalist-requests)

Answer personal-finance reporters' source requests from HARO, Connectively, X, and LinkedIn — flagged for compliance review.

### [Find Podcasts](https://featured.com/product/features/find-podcasts)

814,000 active shows, searchable in plain language — from advisor-industry pods to consumer money programs.

### [GEO Visibility](https://featured.com/product/features/geo-audit)

Track how ChatGPT, Claude, Perplexity, and Gemini answer “best financial advisors for retirement” in your market.

### [Bylined Articles](https://featured.com/product/features/bylined-articles)

Find finance outlets accepting advisor bylines on retirement income, tax strategy, and behavioral finance.

### [Find Journalists](https://featured.com/product/workflows/find-journalists)

Build media lists of personal finance journalists — Kiplinger-style outlets and advisor trades.

### [Speaking Opportunities](https://featured.com/product/features/speaking-opportunities)

Panels and breakout sessions — wealth management conferences and advisor summits, deadlines tracked.

### [Awards & Submissions](https://featured.com/product/features/awards)

Barron's-style advisor rankings and industry awards — with methodologies and windows tracked for you.

### [Media Monitoring](https://featured.com/product/features/media-monitoring)

Know the moment your firm or advisors are quoted — with records your compliance team can archive.

### [Competitor Visibility Watch](https://featured.com/product/workflows/competitor-visibility)

See where competing firms earned press, which journalists quoted them, and the topics you own better.

### [Workflows](https://featured.com/product/workflows)

Always-on agents that find opportunities, draft educational responses with disclaimers, and deliver results.

### [Featured Chat](https://featured.com/)

An AI PR assistant that drafts pitches, preps interviews, and builds 90-day plans on request.

## Pricing

Every plan includes journalist requests, podcasts, bylines, GEO, and monitoring. Plans differ only in usage.

- **Free** — $0. Free forever.
- **Lite** — $39. Per month.
- **Pro** — $79. Per month, billed annually at $948.
- **Pro+** — $239. Per month, billed annually at $2,868.
- **Team Lite** — $159. Per month, billed annually at $1,908.
- **Team Pro** — $399. Per month, billed annually at $4,788.
- **Team Pro+** — $1,199. Per month, billed annually at $14,388.

## Financial Services PR — frequently asked questions

**What is financial services PR?**

Financial services PR is the practice of earning media coverage and credibility for advisory firms, RIAs, and financial brands — getting advisors quoted in personal finance press, published in industry outlets, booked on podcasts, ranked in recognized lists, and named when prospective clients ask AI assistants for advisor recommendations. It combines media relations, thought leadership, rankings, and generative engine optimization (GEO), all within advertising-compliance rules.

**How do financial firms get press coverage?**

The fastest path is answering journalist requests: personal finance reporters post source queries on HARO, Connectively, X, and LinkedIn daily and need credentialed, plain-English experts. Layer on advisor bylines, podcast guest spots, calm data-backed commentary when markets move, and ranking submissions. Featured surfaces all of these in one chat and drafts educational responses with required disclaimers for your compliance review.

**How much does financial services PR cost?**

PR budgets vary widely with scope, goals, and the partners involved. Featured itself is free to start, with paid plans at $39/month (Lite) and $79/month (Pro, billed annually) — and every plan includes every capability: journalist requests, podcasts, bylines, awards, monitoring, and GEO tracking. Many financial firms and their agency partners run Featured alongside their existing PR programs.

**What is GEO (generative engine optimization) for financial brands?**

GEO is the practice of improving how AI assistants like ChatGPT, Claude, Perplexity, and Gemini recommend your firm. When prospects ask “fiduciary advisor near me” or “best firms for retirement planning,” those answers are built from press coverage, rankings, and structured content across the web. Featured audits your AI visibility for your market's prompts and tracks changes over time.

**How do I get my firm mentioned in ChatGPT and Perplexity answers?**

AI engines cite brands that appear consistently across credible sources: personal finance press, advisor rankings, firm directories, educational content cited by media, and podcasts. That means earned media is the input to AI visibility. Run a GEO audit to see where you stand today, then close the gap with journalist requests, bylines, and podcast placements — and measure weekly.

**Is HARO still active for financial services sources?**

Yes. Featured owns and operates HARO (Help a Reporter Out) and Connectively, and an expert is connected with a publisher every 6 seconds across the platforms. Finance topics — retirement planning, market volatility, the wealth transfer — are among the most frequently requested source categories, and Featured matches you to relevant queries automatically.

**How do I find financial services journalists to pitch?**

Ask Featured to build a media list of reporters who have covered your topic in the last 90 days — for example, “journalists writing about Social Security claiming strategies.” You'll get names, outlets, beats, and recent headlines, so every pitch references the reporter's actual work instead of going in cold.

**How long does financial services PR take to show results?**

Journalist-request responses can land placements within days, since reporters are on deadline. Bylines and podcasts typically take 2–8 weeks from pitch to publish, plus compliance review on your side. AI visibility moves more slowly: expect roughly 1–3 months for new coverage to shift how AI assistants answer, which is why continuous tracking beats one-off audits.

**Who uses Featured for financial services PR?**

RIAs and advisors building credibility, marketing leads at financial firms, and agencies scaling coverage for finance clients. Agencies are among Featured's power users: the co-pilot handles opportunity discovery, drafting, and monitoring around the clock, so strategists can spend their time on messaging, relationships, and counsel.

**Which financial services awards and podcasts should we target?**

Start with the recognized programs — Barron's-style advisor rankings and industry awards — noting each methodology, then let Featured track submission windows. For podcasts, Featured's database tracks 814,000 active shows; describe your specialty in plain language and it returns finance shows that actually book credentialed professionals.

## PR for related industries

- [Fintech PR](https://featured.com/industries/fintech-pr)
- [Insurance PR](https://featured.com/industries/insurance-pr)
- [Legal PR](https://featured.com/industries/legal-pr)
- [Real Estate PR](https://featured.com/industries/real-estate-pr)
- [Crypto PR](https://featured.com/industries/crypto-web3-pr)