For financial advisors & RIAs

Prospects Google you before they call. Give them proof.

A prospect deciding between advisors picks the one who's been quoted in the press and heard on podcasts — visible expertise reads as trustworthiness. PitchIQ builds that public record systematically, while every word still passes through your compliance process.

Get started free Log in

See the shows that want you — free

Prefilled for financial advisors. No account, no card — your matches in seconds.

Your Bookability Score

Strong fit for Financial advisors shows. Here are matches whose listeners are your audience.

1
Financial Advisor Success
Large · weekly · 82% fit
Michael Kitces' show is the advisor audience.
Your angle: "the money mistake that compounds the worst"
2
The Perfect RIA
Mid-size · active · 80% fit
RIA owners — your peers and referral sources.
Your angle: "the money mistake that compounds the worst"
3
Elementality
Mid-size · weekly · 78% fit
Advisor audience focused on client outcomes.
Your angle: "the money mistake that compounds the worst"
4
Kitces & Carl
Mid-size · active · 75% fit
Practice-and-planning audience for a money-mistake angle.
Your angle: "the money mistake that compounds the worst"
5
The Model FA
Niche · engaged · 72% fit
Advisor-growth audience open to expert takes.
Your angle: "the money mistake that compounds the worst"

These 5 shows are a fit. Get the pitches free.

Start free to unlock all 21 matches and a personalized, ready-to-send pitch for every one — grounded in each host's recent episodes.

Your match list is saved the moment you create an account.

Get my pitches free →

Everything financial advisors need, in one place

Press quotes

Be the cited expert

Personal-finance reporters constantly need advisor sources on rates, retirement, and planning questions. PitchIQ surfaces matching queries and drafts responses for your review — every quote is a durable trust signal.

Podcast appearances

An hour of trust at scale

Get matched with money, business, and niche-audience shows (physicians, business owners, pre-retirees — whoever you serve) and pitch with an education-first angle.

Booking page

From listener to intro call

A clean public page where prospects book introductory calls straight onto your calendar — the next step every appearance points to.

CRM & follow-ups

Long sales cycles, handled

Advisory decisions take months. The CRM keeps every prospect, referral source, and center-of-influence relationship moving with scheduled follow-ups from your own email.

Why financial advisors choose PitchIQ

Differentiation you can't buy

Every advisor claims trustworthiness; few can show a page of press quotes and interviews. Earned media is the proof layer ads can't fake.

Niche positioning, amplified

If you serve dentists, tech employees, or widows specifically, there are shows and outlets for exactly those audiences — and far less competition for those slots.

Compliance-aware by design

PitchIQ drafts; nothing sends without your approval, so your existing review process (or your firm's) stays in the loop on every word.

Referrals check you out too

Even referred prospects search your name first. Press mentions and episodes are what they find — and what tips them into booking the call.

Frequently asked questions

Is this compliant with SEC/FINRA marketing rules?

PitchIQ is a drafting and outreach tool — you (and your compliance officer or firm) approve everything before it sends or airs. Educational commentary in press and podcasts is a long-standing advisor practice; testimonial and performance-claim rules still apply to what you say, and nothing in PitchIQ bypasses your review process.

What would I even talk about on a podcast?

Education, not products: retirement-readiness frameworks, tax-season mistakes, equity-comp basics, what to ask an advisor. Hosts want clear explainers for their audience — that's the entire pitch angle PitchIQ drafts.

How does this turn into clients?

Trust-first funnels: a listener hears you explain something well, visits your booking page from the show notes, and books an intro call. It's slower than ads and dramatically higher-intent — these prospects arrive pre-sold on you.

I have zero media experience. Where do I start?

Press queries first: a 150-word written response to a reporter's question is the lowest-stakes way to earn your first citations. Podcasts come next once you've picked your two or three core topics.

What's free to try?

Profile setup, query and show discovery, and pitch drafting are free. Paid plans add sending, follow-up sequences, the booking page, and the CRM.

Build the public record prospects verify

Start free — answer one reporter query this week and shortlist three shows your ideal clients actually listen to.

Get started free