Finance demands credibility and compliance awareness. Building authority here means navigating regulatory constraints while establishing a clear, trustworthy voice.
Finance has strict compliance rules around advice. Frame your content as education and insight, not personalized financial advice, to build freely.
The [Finance Specialty] Who Helps [Client Type] Achieve [Specific Goal] Without [Common Fear] — e.g., "The CFO Coach Who Helps SaaS Founders Raise Series A Without Losing Equity"
This positioning makes you specific enough to be remembered and broad enough to be hired. Fill in your unique details to own your niche in Finance.
Hosted by Trey Lockerbie
Your pitch angle:
Break down a specific investment philosophy or a case study of a high-conviction bet
Hosted by Patrick O'Shaughnessy
Your pitch angle:
Offer a unique analytical framework for evaluating a specific asset class or market
Hosted by Meb Faber
Your pitch angle:
Present original research on an underexplored corner of global markets
3–5 posts/week with 2%+ engagement rate
Break down complex financial concepts in plain English — simplicity builds trust
1 tier-2 media mention per month to start
Comment on financial news with unique analysis — journalists will find you
35%+ open rate indicates loyal authority audience
Niche finance newsletters command premium sponsorships at 5,000 subscribers
Develop a clear, repeatable investment or financial thesis you can articulate in 30 seconds
Comment on Bloomberg and WSJ articles with a unique angle — journalists monitor these threads
Write one deep-dive market analysis per month and distribute it across LinkedIn and email
Host a monthly roundtable or webinar for your target client niche to build direct relationships
Start with your free Visibility Scorecard and get your personalized action plan.
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