RIA Thought Leadership Media training & tools
Digital tools for mastering public & media relations
2026 media calendar and more!
RIA Thought Leadership Media Training & Tools
Digital tools for mastering public & media relations
2026 media calendar and more!
A 12-Month Media, PR & Content Roadmap for RIAs, Asset Managers & Financial Advisors
Your month-by-month guide to the media cycles, pitch angles, and content opportunities that financial journalists care about most.
If you’ve ever wondered what to say, when to say it, and how to stand out, this is your new secret weapon.
Created by Watts PR Group, this premium digital product gives you the exact angles, topics, pitch windows, and industry trends financial journalists care about, before they ask for them.
What’s Inside
✔ 12 Month-by-Month Media Playbooks
Each month includes:
- Top themes journalists are covering
- Contrarian viewpoints that stand out
- Pitch angles for RIAs, CIOs & advisors
- High-performing email subject lines
- LinkedIn content prompts
- Key “opportunity windows”
✔ Full Editorial Calendar Integration
Aligned with:
- Barron’s 2026 Special Reports
- InvestmentNews 2025→2026 trends
- ThinkAdvisor 2026 themes
- WealthManagement quarterly focuses
- CNBC, Bloomberg, Morningstar, Kiplinger patterns
✔ One-Page Fast Reference Table
Pitch-by dates, themes, outlets, and deadlines — all mapped in one place.
✔ 12 Month-by-Month Media Playbooks
Each month includes:
- Top themes journalists are covering
- Contrarian viewpoints that stand out
- Pitch angles for RIAs, CIOs & advisors
- High-performing email subject lines
- LinkedIn content prompts
- Key “opportunity windows”
✔ Contrarian POV Frameworks
Learn how to craft bold, credible insights journalists love.
✔ Evergreen Angles You Can Use All Year
Whether you’re an RIA, a CIO, a fintech founder, a chief marketing officer, or a PR professional, this guide gives you the tools to stay visible, relevant, and consistently quotable all year long.
Who It’s For
RIAs, wealth managers/financial advisors and financial planners
CIOs and portfolio strategists
PR & marketing teams
Asset managers
Fintech leaders
Though leaders in finance
Everyone who wants to be quoted, published, or visible in 2026
What Makes This Different?
Based on real editorial calendars
Tailored specifically for financial media
Built with pitch-ready storylines
Includes the actual rhythms journlists follow
Crafted by a PR leader who specializes in RIAs & asset managers
Designed to help advisors sound smart, timely and differentiated
With This Guide, You Will
- Build your monthly content plan
- Write pitch emails in minutes
- Know exactly what journalists want
- Stay relevant year-round
- Plan LinkedIn content
- Give your marketing team a roadmap
- Prepare advisors for interviews
- Make 2026 your most visible year yet
Get Real Results!
➡️ More media coverage.
➡️ More visibility and brand awareness.
➡️ More credibility and trust.
➡️ More clients and assets.
GET THE RIA THOUGHT LEADERSHIP CALENDAR FOR 2026
The 2026 RIA Thought Leadership™️ calendar for each month outlining key positions and opportunities specific to that month.
The 2026 Guide to Key Industry Conferences
The secrets behind executive visibility, and how to use it to elevate the firm.
The 2026 guide to awards opportunities for registered investment advisors
What Journalists Really Want (and Don’t)
The Media Outlet Cheat Sheet for 2026
How Financial Media Really Work
Guide to Contrarian Views and Why You Should Use Them
