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Below I've included a list of influential trade media that I’d recommend keeping an eye on and building relationships with. The "win" is often a meeting or conversation which can lay the groundwork for future coverage. I provided brief context on what each journalist covers/why they are relevant to you - some of the publications mainly cover news from firms and M&A deals, while others more frequently publish articles on trends impacting wealth management. The latter is your best bet for securing thought leadership opportunities without having any traditional news to share (and a great way to position yourself as a resource).? I’ve also included a couple of conferences that you could consider for Bill.I hope this is helpful and I’m happy to answer any questions.Best,?Meagan--Key trade media:Barron’s, Steve Garmhausen: Steve is an editor at Barron's Advisor Center and mainly writes profiles on advisors.Citywire, Ian Wenik / Jake Martin: Both Ian and Jake are reporters covering news related to wealth management, specifically RIAs. The site doesn’t typically cover trend stories, but rather company news and M&A activity. Jake previously wrote about Sowell partnering with Affinity Investment Advisors.Financial Advisor, Jacqueline Sergeant: Jacqueline covers the RIA industry, frequently covering industry moves and M&A. Readers are financial planners, RIAs and independent broker-dealers.Financial Advisor IQ, Miriam Rozen: The publication, which is owned by Financial Times, mostly covers trends in practice management, managing client relationships, technology and operations, legal and compliance, and more. The site also has a daily newsletter. Miriam is a reporter writing about financial advisors, broker-dealers, RIAs, their legal battles, and economic issues relevant to their industry.InvestmentNews, Jeff Benjamin: Jeff writes about RIAs for InvestmentNews, primarily focusing on M&A, compliance and how economic issues impact advisors.RIABiz, Oisin Breen / Brooke Southall: Oisin and Brooke cover the RIA space closely. Their stories tend to be quite in depth and quote a variety of sources on the topic.?RIA Intel, Michael Thrasher: The site offers news and analysis about the RIA industry and offers a twice-weekly newsletter. Michael writes longer form pieces that often cover trends.?Industry Conferences:?Barron’s Independent Summit: Barron’s Independent Summit is a gathering of self-made leaders who have earned a distinct place within the financial services industry. This invitation-only event offers the top independent practitioners a unique opportunity to interface and network with the peers who best understand their businesses.?INVEST: A conference that explores the digital transformation of the wealth management industry. Due to COVID-19, the in-person conference has been paused and will instead produce a virtual series of events.? ................
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