Financial Services PR: How Advisors, Insurance Agents and Accountants Get Featured for $97

⭐ 4.9 on Trustpilot

Most financial services PR is simply a monthly retainer sold to banks and hedge funds. AnotherZero does one job for the small financial firm, from the independent advisor or insurance agent to the tax pro and the credit repair shop. For a one-time $97, a writer turns your practice into an 800–1,000 word feature, and once you approve every word, it runs in the news outlet you choose. Roderick Robeson, a tax-planning CPA, has "worked with other PR firms" and says this "was the easiest, efficient, and most cost effective firm I have worked with."

Get Featured For Only $97

15,318+businesses featured 📰1,000+articles published every month 🗞️#123on the 2026 Inc. 5000 🏆
⭐ 4.9 on Trustpilot

PR for Financial Advisors, Insurance Agents and Tax Pros: What a Feature Does Before a Client Trusts You

People are careful with money in a way they aren't with anything else. Before someone moves their retirement savings to you or lets you pull their credit, they want proof you're real. And they want it from someone other than you.

1. It answers "is this a scam?" Credit repair and Medicare sales are both fields where buyers have been warned to be careful. A news feature is an outside voice saying your company exists and what it does. Drew Martin, CEO of Martin's Credit Doctors, ran in LA Wire: "Instantly, my business grew more credibility in the credit repair and the business funding world, and my website and my social media instantly started to gain traction."

2. It explains the product before the appointment. Home-equity income for seniors or U.S. tax for expats takes longer to explain than a prospect will sit through on a first call. An 800–1,000 word article has the room. Derek L. Rogers, a health and Medicare insurance agent, ran one titled "Understanding Health Insurance in Florida." Send yours before the meeting. The prospect walks in knowing what you do.

3. It's the link your partners forward. In this field, much of the business comes from partners: the CPA who sends a client to an advisor, the broker who sends a borrower to a lender. Justin Rupple, owner of Elevated Tax Strategies, ran in Economic Insider and was "able to share it with partners and future clients." A news feature is also the third-party signal Google and AI use to recommend a firm.

Financial PR stands for financial public relations: getting your firm written about in the press. There are four ways in. Finance puts a catch on every one.

Route What it costs What you get The catch in finance
Pitch reporters yourself No fee, hours every week A quote or an interview, if a reporter says yes Finance reporters want comment on today's market drop or tax change, often within hours. If your firm has to clear what you say, the story can run before the approval comes back.
Expert-request sites (Qwoted, Featured, Help a B2B Writer) $0 to a monthly membership, plus time each day A sentence or two inside a reporter's story "How much should I have saved for retirement?" draws a stack of advisor answers. You read the edited version when the public does, and that doesn't fit a firm that reviews every public statement.
Press release distribution Commonly a few hundred dollars and up per release on the major wires Your announcement, reposted on news sites You need news, like a new office or a merger. On the wire, your release sits beside earnings announcements from public companies.
A written feature you buy AnotherZero: one-time $97 An 800–1,000 word article about your practice, in the outlet you pick It's one article, not investor relations or a monthly campaign.

Skip the trade magazines if clients are the goal. Advisor and insurance trade press reaches your competitors, not the retiree choosing between you and them.

Timing counts more here than in most fields. Medicare's annual enrollment runs October 15 to December 7, the weeks seniors compare plans and look up the agent a friend or a mailer named. Tax pros get picked January through April. The goal isn't to win a reporter's deadline. The goal is to have a story about your practice live before your season starts.

You don't need a market call or a new office to qualify for AnotherZero's feature; your practice and why clients pick you is the story. A writer drafts it, you (and your compliance reviewer, if you have one) mark it up, and it runs in the outlet you chose only after you approve it. The $97 is one written feature, not a release sent to hundreds of sites.

Story Angles Editors Run for Financial Firms (Examples)

These are examples, each matched to a kind of firm in the reviews below. Bring one, or your own, to the intake form.

  1. "From Denied to Funded: How [Name] Shows Business Owners What Lenders Look For." Credit and funding have a trust problem. An owner who explains how approval actually works reads as a guide, not a pitch.
  2. "What American Expats Get Wrong About Filing U.S. Taxes From Abroad." Expats search for this every spring, and the advisor who files these returns all year can answer it.
  3. "Turning 65 in [State]: The Questions a Medicare Agent Hears Every Fall." It runs as service journalism in enrollment season, the same weeks your next client is comparing plans.
  4. "[Company] Launches a Home-Equity Income Plan for Seniors Who Want to Stay Home." A launch story explains a new product to readers who've never heard of it. That's the first job a new firm needs press for.

Features That Ran for Financial Firms

Roderick Robeson — tax-planning CPA for business owners, Roderick Robeson CPA LLC
Ran in USA News · November 5, 2025
Roderick Robeson CPA LLC Redefines Modern Tax Strategy
An Austin CPA firm presented as the year-round, proactive tax planner for business owners and real estate investors, with his Army service and his years at PricewaterhouseCoopers and ConocoPhillips as the reasons to trust it. It's the piece a CPA sends a business owner before the first planning call.

Derek L. Rogers — health and Medicare insurance agent, HealthMarkets Insurance
Ran in USA News · February 11, 2026
HealthMarkets Insurance – Derek Rogers: Expert Guidance for Medicare and Health Insurance in Florida
Nearly three decades as an independent, licensed agent in Jacksonville, helping people turning 65 with Medicare and small businesses with group plans, in a national news outlet. For an agent competing with every other name on a senior's call list, that's the proof. He also ran an explainer, "Understanding Health Insurance in Florida," in Good Morning US.

Christiane Constantineau — accounting firm founder and author
Ran in BizWeekly · September 2, 2025
The CEO Who Ran Her Business Through Chemo And Turned It Into a Bestseller
A CFO-to-hire covered for a human story: running her business through cancer treatment and the Amazon bestselling book that came out of it. She says that after it ran, "entrepreneurs are reaching out."

What Your Practice Gets for $97

So the first thing, when you order today, is the article itself. A person writes 800–1,000 words about your practice, and it runs in a news outlet instead of on your own website. Then the rest:

  • SEO keyword research, so the article uses the words people type when they look for an advisor, an agent or a tax pro where you work.
  • A custom 800–1,000 word article, written by a person, so a product that takes ten minutes to explain gets the ten minutes.
  • Unlimited revisions, and nothing publishes without your approval, so you or your compliance reviewer can mark up every sentence first.
  • Guaranteed publication in the outlet you choose. You'll have the choice to choose from over 60 different outlets, including USA News, Women's Insider, CEO Times, Women's Magazine, New York Weekly, Biz Weekly, Men's Insider, New York Review, and many more.
  • A do-follow backlink from a high-authority news site, indexed by Google.
  • "As Seen On" usage rights, a custom banner and a social media kit, so the logo can sit on your website and in the folder you hand clients at the annual review.
  • A 2-minute intake form. For a financial firm, have these ready:
  • your name and credentials exactly as you want them printed, plus any wording your firm requires
  • who you serve: business owners, retirees, expats, people rebuilding credit
  • the state or city you work in
  • what you do differently, and the one thing a reader should understand about it
  • your website and the outlet you want

Your draft arrives in 24–48 hours. One-time $97, no retainer.

We want this to work for your practice, so we put our money where our mouth is:

  1. Love it or it never runs. Unlimited revisions, and if you never approve it, you get a full refund and it never publishes.
  2. Your chosen outlet within 7 days or your money back.
  3. It stays live. Published indefinitely, and if a placement comes down within the first year, it's replaced free.
  4. Lowest price of any PR firm, guaranteed.

AnotherZero reviews from Finance, Insurance & Accounting

These 27 are among the 15,318+ businesses AnotherZero has featured, from credit repair owners and CPAs to insurance agents and investors, each in their own words.

showing 27 of 27
B
BethFinancial services firm founder
Finance · A lot of clients reaching out to her now because of the article

Credibility of the company really amazing The anotherzero is really amazing , a lots of clients reaching out to me now because of your very nice article. Thank you very much

Read it on Trustpilot ↗Jul 2025
AA
Aurelian AnghelusiuSenior home-equity income company exec
Finance · Used 3 times, helped launch the company and drive leads

AnotherZero - First Class - Top Notch AnotherZero has been amazing to work with!! Very responsive, very professional and very service driven. Their writing/editing/etc. team is First Class!!! I have used their services three (3) times now and counting. Helped me tremendously with the launch of my company and with driving Leads and establishing my market presence. Thank you for all that you do!!!! Aurelian A. CRO Care@Home4Life PS - Amanda and her team are a pleasure to work with!!! ❤️🙏

Read it on Trustpilot ↗May 2026
Drew MartinCEO, Martin's Credit Doctors
Finance · LA Wire → instant credibility, website and social media traction
“They were able to help me get published in the LA Wire. Instantly, my business grew more credibility in the credit repair and the business funding world, and my website and my social media instantly started to gain traction. I will be doing business with them in the future.”
Verified clientClient since Aug 2024
CC
Christiane ConstantineauAccounting firm founder and author
Finance · Story and book featured; entrepreneurs now reaching out

Captured My Story Perfectly! I needed a PR agency to share my unconventional story of managing my cancer battle as a 9-month entrepreneurial project while running my businesses. AnotherZero exceeded all expectations! Amanda immediately grasped my unique approach - treating my health crisis like a business challenge with clear objectives and successful outcomes. The team captured my message about strategic resilience and how entrepreneurs can turn their greatest challenges into opportunities. The article was powerful and authentic, highlighting my book and mission perfectly. The credibility and connections this has brought have been incredible - entrepreneurs are reaching out, inspired by this practical approach to overcoming obstacles. Amanda's dedication and the team's ability to capture complex messages set them apart. For mission-driven entrepreneurs, AnotherZero will ensure your story reaches those who need it most. Outstanding service and powerful results!

Read it on Trustpilot ↗Oct 2025
E
EmmaInternational tax advisor for expats
Finance · Award in her niche industry plus press release on over 400 quality domains

Another Zero provide high quality PR services Another Zero are on a different level for offpage SEO services. They got me an award in my niche industry and press release on over 400 quality domains. The entire team are knowledgable, high attention to detail and extremely quick turnaround. If you are looking for quality PR services look no further. Thank you so much Another Zero and I’ll be back soon!

Read it on Trustpilot ↗Apr 2026
Justin RuppleOwner, Elevated Tax Strategies
Finance · Economic Insider feature shared with partners and future clients
“They wrote the most amazing article about my business, Elevated Tax Strategies. I could not have said it better myself. They quickly got it published on the Economic Insider, able to share it with partners and future clients, and I could not be more pleased.”
Verified clientClient since Aug 2024
S
SearleFractional CFO firm founder
Finance · Never heard of them → article published within 2 days

Super quick and efficient I engaged with this company not having heard of them before. The onboarding process was simple and quick. I had a few questions and they answered straight away. My article was published on USA today within 2 days. Very happy and going to do more publications..Highly recommend !!

Read it on Trustpilot ↗Oct 2025
RG
Remel GarganeraBusiness funding broker
Finance · Published across several reputable news platforms, faster than expected

Exceptional Service and Outstanding Results I recently worked with AnotherZero to feature an article about my business funding company, TGL Innovations, across multiple news outlets, and I couldn't be more impressed with the experience. From start to finish, their team demonstrated remarkable professionalism and efficiency. The turnaround time was exceptional - they delivered results much faster than I anticipated, getting my story published across several reputable news platforms in a very timely manner. What really stood out was their customer support. Every question I had was answered promptly and thoroughly. Their team was responsive, knowledgeable, and genuinely invested in ensuring my article received the visibility it deserved. They made the entire process seamless and stress-free. The quality of the placements exceeded my expectations, and the exposure has already proven valuable for TGL Innovations. If you're looking for a reliable partner to amplify your brand's story through legitimate media outlets, I highly recommend AnotherZero. Their combination of speed, quality, and attentive customer service is hard to beat. Five stars without hesitation. Thank you to the entire AnotherZero team for your excellent work!

Read it on Trustpilot ↗Feb 2026
CC
CONTRACTS CUSTOMERInvestment holding company CEO
Finance · Features in CEO Times and Biz Weekly

Professional, responsive and effective I have had an excellent experience working with Another Zero. The team is professional, responsive and very easy to deal with. Amanda was amazing to work with. They have helped secure features for me in **CEO Times and Biz Weekly**, and I have been very pleased both with the quality of the placements and with how efficiently the process has been handled. What I particularly appreciate is the combination of communication and execution. They understand how to accomplish what they say they will do, keep things moving efficiently, and do what they say they are going to do, when they say they will do it. A very good experience overall. I would happily work with Another Zero again and recommend them to others looking to strengthen their media presence and visibility.

Read it on Trustpilot ↗Aug 2026
DS
Drew Martin Drew Martin ShowCredit repair business owner
Finance · Featured in numerous high-profile online articles, visibility significantly boosted

Game-Changing Experience with Another Zero Working with **Another Zero** has been a game-changer. They helped me get featured in numerous high-profile online articles, significantly boosting my visibility. Their team took the time to understand my goals, ensuring each feature aligned perfectly. The process was smooth, and the results have been outstanding. I highly recommend Another Zero for anyone looking to enhance their media presence.

Read it on Trustpilot ↗Sep 2024
DR
Derek L. RogersHealth and Medicare insurance agent
Finance · Impeccable work, top-notch service; continuing with them going forward

These Guys Are AWESOME!!!! In Today's World Content Is KING! You NEED to get yourself out there, and Nobody does it better than AnotherZero! Their work is impeccable, and their service is top-notch! I am thoroughly impressed with all that they've done for me, and will continue to utilize their service going forward! So, if you're looking to have good quality content created for your business at a Great price, look no further! AnotherZero will Definitely take care of you!

Read it on Trustpilot ↗Feb 2026
Lowell HunterBusiness financing, Omni Liberty
Finance · Got his business into publications in a short period of time
“They've been truly professional in a short period of time. They got my business into publications. If you're looking to grow your brand, to grow your business, give AnotherZero a shot. They walk you through the process and they take care of everything.”
Verified clientClient since Jun 2024
KK
Kaylee Tindle Coach KayleeLife insurance and wealth-protection advisor
Finance · Articles made a significant impact on the brand
I recommend this serviceI can confidently say that these guys have made a significant impact on my brand. I truly appreciate the dedication and effort they put into crafting the articles, which perfectly highlighted the commitment and passion our business has for helping others succeed. I highly recommend AnotherZero because they consistently deliver on their promises and genuinely care about the success of your business.
Verified clientMar 2025
RR
Roderick RobesonTax-planning CPA for business owners
Finance · Worked with other PR firms → easiest, most cost effective one yet

Great Experience! I've worked with other PR firms and this was the easiest, efficient, and most cost effective firm I have worked with. Looking forward to more great work!

Read it on Trustpilot ↗Nov 2025
LG
LEMAR TECHNOLOGY GROUPBusiness credit-building services
Finance · Brand credibility and trust, high-quality content, unlimited revisions

AnotherZero is great for providing startups with brand credibility and trust. Of course, it’s still up to businesses to make sure they uphold that integrity and trust. Amanda was amazing and answered all our questions. The content is high-quality, with unlimited revisions until it's to your liking. I will definitely be using the service again.

Read it on Trustpilot ↗Jul 2026
MM
Mason MartinezCredit repair and funding consultant
Finance · Article posted within 24 hours

Great experience! They posted my article within 24 hours! Team was very helpful and the communication was perfect! Will definitely use them again!

Read it on Trustpilot ↗May 2025
VF
Vanessa FajardoYoung VC investor
Finance · Personal brand story crafted with a strategic eye that made real impact

Personal Branding As a young VC investor, personal branding is a big part of my career—and Another Zero PR was the perfect agency to help me get it right. Every detail of my story was thoughtfully crafted, with a strategic eye that made a real impact. Amanda was not only incredibly professional but also genuinely a joy to work with. Can’t recommend them enough. Thank you

Read it on Trustpilot ↗Aug 2025
CC
Credit ClergyTax, bookkeeping and credit services
Finance · Work started the same day, delivered faster than expected

I was so happy when I saw that Amanda started working on the articles the same day. I was impressed by how quickly everything turned out. The content was excellent and delivered faster than expected. Very good service from start to finish. I would recommend AnotherZero to everyone. Keep it up, thank you!

Read it on Trustpilot ↗May 2025
N
NDIndependent life insurance agent
Finance · Clear process, timely communication, delivered exactly what was promised

I had a great experience working with Amanda I had a great experience working with this public relations company. The process was clear, communication was timely, and they delivered exactly what was promised. I appreciated how smooth and straightforward everything was from start to finish. I would recommend their services to anyone looking to increase visibility and credibility.

Read it on Trustpilot ↗Dec 2025
CJ
Charles JohnsonIndependent investment adviser
Finance · Final-edit mix-up resolved → well-written article, everything promised delivered

AnotherZero delivered as promised My article was well written and delivered my company's message in a fresh and clear tone. The dashboard you receive when you sign up makes communicating changes easy. The only reason I give 4 stars instead of 5 is that we had trouble getting the final edit done. There was some communication mix up. However once that was resolved I received everything that was promised and I am pleased with the service and final product. Would definitely recommend.

Read it on Trustpilot ↗Jul 2025
KY
KingBird YTSenior life insurance
Finance · Straightforward process, responsive staff, already eyeing the larger package

Impressive service and attention to detail The process was straightforward and the staff was very responsive! I love the service and expertise! 5 stars! I'll definitely be looking at the larger package thank you so much!

Read it on Trustpilot ↗Jul 2026
EJ
Elliot JaffeEquities trader running a private fund
Finance · Slick, fast and friendly, now his go-to

Awesome Slick , fast and ever so friendly , my go to point now for this

Read it on Trustpilot ↗Aug 2026
A
AibyForex trading mentor and academy
Finance · Handled start to finish, Amanda's attention to detail, seamless process

I couldn’t be happier with the work from AnotherZero! From start to finish, their team handled everything professionally and efficiently. Amanda’s attention to detail, strategic guidance, and commitment to quality made the process seamless. I highly recommend them to anyone looking for a PR partner who delivers real results and elevates your brand with integrity.

Read it on Trustpilot ↗Aug 2025
KD
Kash DiorTax consulting firm owner
Finance · Professional, prompt team, seamless process

5 stars! I recently had the pleasure of working with this company. The team was professional, prompt, and made the entire process seamless and I appreciated the opportunity to share their expertise during this process. Highly recommend!

Read it on Trustpilot ↗May 2025
EN
Eugene NilusHard-money lender and debt fund
Finance · Excellent service from Amanda, plans to come back

Great experience. Amanda was fantastic and provided an excellent service. Will be back for more. Thank you!

Read it on Trustpilot ↗May 2025
V
VincentRetirement and income-protection planner
Finance · Fast and efficient delivery

Great service with fast and efficient delivery. Highly recommended.

Read it on Trustpilot ↗Mar 2025
AT
Alessio TomasoniInsurance agency co-founder
Finance · Rates the company highly

Amazing company

Read it on Trustpilot ↗Mar 2026

Financial services SEO and marketing by type of firm: what a news feature does for each

An insurance agent, a bookkeeper and a wealth manager all sell trust, but each gets checked out by a different person, at a different time of year. Below is where a news feature fits each kind of firm, two story angles an editor would run for it, and the clients of that kind who've been featured.

Insurance agent marketing, SEO and lead generation: be the agent the lead looks up

Insurance agent SEO and lead generation pay off when a lead decides which agent to call back, because people look up the name first. The prospect is a new parent pricing life insurance, a homeowner whose renewal just went up, or an owner who needs a policy before signing a lease. Many agents buy leads, and shared leads go to several agents at once, so the prospect may hear from three agents in an hour. They search the names and call back the one who looks established: licensed, local, years in business, able to shop several carriers. A news feature is what they find. Stories that fit: "The Life Insurance Question New Parents Keep Putting Off" and "Your Home Insurance Went Up at Renewal: What an Independent Agent Checks First." ND, an independent life insurance agent, wrote that AnotherZero "delivered exactly what was promised," and Kaylee Tindle, a life insurance and wealth-protection advisor, wrote that the articles "perfectly highlighted the commitment and passion our business has for helping others succeed."

Financial advisor marketing and SEO: pass the check a prospect runs before the first meeting

Financial advisor SEO and marketing work when they get you through the check nearly every prospect runs before a first meeting: your name on Google, then your record on FINRA's BrokerCheck or the SEC's adviser search. The typical prospect is in their 50s or early 60s with a 401(k) to roll over and a retirement date in mind, often referred by a client or a CPA, and afraid of two things: being sold a product they don't understand and paying fees they can't see. A clean record says you're allowed to advise. A news feature says who you work with, how you're paid and how you plan, in words your compliance team can approve. Stories that fit: "Retiring Next Year? The 401(k) Rollover Mistake That Shows Up at Tax Time" and "Fee-Only, Commission or Both: How Your Advisor Gets Paid, Explained." Charles Johnson, an independent investment adviser, wrote that his article "delivered my company's message in a fresh and clear tone."

How to get clients as a bookkeeper: give the owner a reason to hand over the books

To get clients as a bookkeeper, be someone a business owner trusts with their bank logins; a news feature is how a stranger learns that before the first call. The client is usually a small business owner who is months behind, often right after a tax deadline scare or a CPA telling them to clean up the books before filing. Much bookkeeping is done remotely now, so the owner may never meet you. They find you through their CPA, the QuickBooks and Xero advisor directories, LinkedIn or a local business group, and they want to know three things: do you know my industry, do you know my software, and what does it cost a month. A feature makes a one-person or small remote firm read like an established business with a niche. Angles: "Six Months Behind on the Books? What Catch-Up Bookkeeping Involves" or "The Bookkeeper Who Only Works With Contractors." Credit Clergy, which offers tax, bookkeeping and credit services, wrote: "I was impressed by how quickly everything turned out."

Accountant and CPA firm marketing: be the firm a growing business trades up to

Accountant marketing mostly wins one kind of client: the business owner who has outgrown a once-a-year tax preparer and wants someone to plan with all year. That owner, or a real estate investor with a few properties, asks a banker, an attorney or another owner for a name, then reads the bio for credentials, the industries the firm serves and whether it plans or only files. Firms at capacity in busy season can be choosy, so the marketing that pays brings the right client and turns away the wrong one. A feature does that in a news outlet. Roderick Robeson's USA News feature presents his Austin firm as the proactive, year-round tax planner for business owners and real estate investors, built on his Army service and corporate roles at PricewaterhouseCoopers and ConocoPhillips. He wrote that AnotherZero "was the easiest, efficient, and most cost effective firm I have worked with." Angles: "Why Your Tax Bill Was Decided Last Summer" or "The Year-End Checklist for Owners of Rental Property."

Mortgage lender and mortgage broker marketing: be the loan officer the agent can vouch for

Mortgage lender marketing is mostly referral marketing: real estate agents, builders and financial planners hand out a loan officer's name, and the borrower checks that name before applying. Many also shop rates online, comparing two or three lenders on rate and on what they fear most: a loan that doesn't close on time and costs them the house. Self-employed borrowers, veterans, first-time buyers and investors each look for a lender who has done their kind of loan before. A news feature says which borrowers you serve and how you keep a closing on schedule, and gives the agent something to forward. Add your NMLS number to the intake form if your ads must carry it. Angles: "Self-Employed and Buying a Home: What Lenders Want to See" or "Why the Preapproval Letter Matters in a Bidding War." Eugene Nilus, a hard-money lender who runs a debt fund, wrote that "Amanda was fantastic and provided an excellent service." More for loan officers is on the real estate and mortgage page.

Credit repair lead generation and marketing: prove you're not the scam they were warned about

Credit repair lead generation starts with a trust problem: the people who need you most have been warned for years that credit repair is a scam, and federal law bars charging them before the work is done. Your client was usually just turned down for a mortgage, a car loan or an apartment, and often a loan officer or realtor sent them so the deal can close later. Others are owners trying to qualify for business funding. Before signing, they look you up and check that you're a real company with real people. A news feature is the outside voice saying you exist and explaining what you can and can't change on a report. Drew Martin, CEO of Martin's Credit Doctors, wrote that AnotherZero helped him "get featured in numerous high-profile online articles, significantly boosting my visibility." Mason Martinez, a credit repair and funding consultant, has been featured too. Angles: "Denied for a Mortgage? What Credit Repair Can and Can't Change" or "Building Business Credit Before You Need a Loan."

Wealth manager marketing: be easy to vet for the family with more to lose

Wealth manager marketing runs on referrals from CPAs, estate attorneys and current clients, and new clients usually come right after money arrives: a business sale, an inheritance, a stock grant that vests. They interview two or three firms. They read your Form ADV, ask how you're paid, which custodian holds their assets and what your account minimum is, and want to know whether you already serve people like them, such as physicians, founders or executives. They're hiring a team to coordinate the tax return, the trust and the insurance along with the portfolio, and they're wary of anything that reads like a sales pitch. A feature in a business outlet answers the first question they ask a referral source, who is this firm, and gives the CPA or attorney a link to forward. Two stories that fit: "After the Sale: The First Year of Money Decisions for a Business Owner" and "Passing Down a Family Business Without a Family Fight." Your compliance team approves every word before it runs.

Tax preparer advertising and marketing: be live before the season starts

Tax preparer advertising runs on a short calendar: most individual clients choose a preparer between January and the April deadline, and many simply go back to last year's. A new client is usually switching after a bad experience, a harder return than before (a side business, a home sale, a first rental) or a referral from family. Before handing over a Social Security number and a W-2, they check that you're a real, year-round business, since the IRS warns about "ghost" preparers who won't sign the returns they prepare. Your PTIN, credentials, languages and hours all count. A feature live by December answers that check all season. Justin Rupple's Elevated Tax Strategies ran in Economic Insider, and he said, "I could not have said it better myself." Kash Dior, who owns a tax consulting firm, wrote that the team "made the entire process seamless." Angles: "Started a Side Business This Year? What Changes on Your Return" or "Five Questions to Ask Before You Hand a Preparer Your W-2."

Medicare marketing for agents: be the agent they call in enrollment season

Medicare marketing for agents is about getting found, because CMS rules ban cold calls and door-knocking to beneficiaries. So the business comes from referrals, seminars, mail to people turning 65 and searches, often by an adult child helping a parent choose. The person turning 65 is buried in mailers and TV ads every fall, and what they fear is picking a plan that drops their doctor or their prescriptions. They check that you're licensed, local and able to compare more than one carrier. A news feature about you, without plan names or benefits, answers that, and you approve every word first. Derek L. Rogers' USA News feature presents nearly three decades helping people across Florida as an independent agent working with HealthMarkets, from turning 65 to small business group plans. He wrote: "I am thoroughly impressed with all that they've done for me." Angles: "Working Past 65? What to Do Before Your Employer Coverage Ends" or "Moving to Florida? Why Your Medicare Plan May Change With Your ZIP Code."

Investor and fund manager PR: build the name people check before they invest

Investor and fund manager PR is personal branding with a limit. The founders, co-investors and limited partners deciding whether to work with you search your name, but if you're raising a fund, securities rules restrict what can be said publicly about the offering. So the feature is about you and your firm, never the fund's terms or returns, and your fund counsel can review it before it runs. What people look for is judgment and access: what you invest in, why, what you did before and who you've backed. Vanessa Fajardo, a young VC investor, wrote that "personal branding is a big part of my career." The CEO of an investment holding company wrote that AnotherZero helped secure features in CEO Times and Biz Weekly, and Elliot Jaffe, an equities trader running a private fund, called it "my go to point now for this." Angles: "Why This Investor Backs Only Founders Who Have Sold Before" or "What a Small Fund Looks For Before It Writes a Check."

Business loan broker and business funding marketing: look like a firm, not a cold text

Business loan broker marketing means looking like a real firm in a market where owners get funding offers by text, email and phone every week. The owner might run a restaurant that needs equipment, a contracting company waiting on receivables, or a shop the bank just turned down. They're wary of upfront-fee scams and of cash advances stacked on cash advances. Before sending bank statements, they want to know who you are, how you get paid and whether you'll shop several lenders or push the priciest product. CPAs, bookkeepers and credit repair firms refer owners, and each one still searches your name. A feature explains your process in a news outlet. Remel Garganera of TGL Innovations, a business funding company, wrote that AnotherZero got "my story published across several reputable news platforms." Lowell Hunter of Omni Liberty said, "They got my business into publications." Angles: "Turned Down by the Bank: Where Small Businesses Find Funding Next" or "Cash Advance or Term Loan: What to Compare Before You Sign."

How fractional CFOs get clients: be the name a founder's investor passes along

Fractional CFOs get clients mostly through referrals from investors, bankers, CPAs and founders they've already helped, with LinkedIn doing much of the rest. The client is a company too big for a bookkeeper alone and too small for a full-time CFO, and the trigger is usually a deadline: a fundraise, a bank covenant, a sale, or cash running short. The founder checks which companies you've worked with, in what industries, and whether you've been through a raise or an exit before. A feature turns that résumé into a story they can read in five minutes. Christiane Constantineau's BizWeekly feature presents her as a CFO-to-hire with an Executive MBA and a career across five continents, and she wrote that "the credibility and connections this has brought have been incredible." Searle, who founded a fractional CFO firm, wrote: "The onboarding process was simple and quick." Angles: "Too Big for a Bookkeeper, Too Small for a CFO" or "What Investors Ask to See Before a Round Closes."

Finance, Insurance & Accounting: common questions

How much does a PR firm cost for a financial advisor, insurance agent or accountant?

At a financial services PR agency, PR for financial advisors usually means a monthly retainer, commonly in the thousands of dollars and often with a minimum term. The fee pays for pitching, not a guaranteed article. Most of those agencies are built for banks and funds, not a three-person tax practice or an independent agent. AnotherZero's written feature is one article about your practice, in the outlet you choose, for a one-time $97, no retainer. The reason it's $97: We publish over 1,000 articles a month, which means direct relationships with editorial teams and rates individual businesses could never access.

What does financial PR mean?

Financial PR stands for financial public relations: getting a financial firm written about in the press, so the people choosing an advisor, an agent or an accountant see the firm described by someone other than the firm. At big agencies it often means investor relations and crisis work for banks, funds and public companies, billed by the month. For a small practice it usually means one thing: a credible article that comes up when a prospect searches your name. That's the part AnotherZero does, as one written feature in the outlet you choose, for a one-time $97.

How do financial professionals get featured in the media?

Four ways, and finance puts a catch on the first three: pitching reporters, answering expert requests and sending a press release. The fourth is buying a written feature. The first two depend on a reporter picking you for a same-day market or tax story, and an advisor may need the firm to clear the quote first. A release needs real news and reads as your own announcement. A written feature is the one route where you control the timing and the wording: AnotherZero writes it, and once you approve it, it runs in your chosen outlet within 7 days or you get your money back.

Can financial advisors advertise or pay to be featured in a news article?

Yes, within their rules. Registered investment advisers follow the SEC's Marketing Rule, or their state's rules if they're registered with a state, and reps of a broker-dealer follow FINRA Rule 2210, which generally requires a principal to approve retail communications before they're used. Both bar false or misleading claims. Treat a paid feature you approve as your own marketing, and give it the same review as the rest. That's why nothing runs until you approve it: send the draft to your compliance team or broker-dealer, make every change they ask for, then sign off.

Can insurance agents advertise with a paid news feature?

Yes. Insurance advertising is regulated state by state, through each state's insurance department, and the rules mostly come down to not misleading people about the coverage, the cost or who stands behind the policy. Many carriers also want to approve agent advertising, especially anything that names a product or the carrier. The simplest feature to clear is one about you: who you insure, where, and how you shop policies, without quoting rates or naming plans. Nothing runs until you approve it, so your carrier, your agency or your FMO can review it first.

Can Medicare agents solicit through email or use a news feature?

Email is allowed with limits; cold calls and door-knocking are not. Under CMS's marketing rules, agents can't make unsolicited phone calls or show up unannounced at a beneficiary's door, while an unsolicited email is generally allowed if every message includes a way to opt out. Carriers and FMOs add their own rules, and CMS updates its rules most years, so check yours before enrollment season. A news feature fits inside those limits: an article a beneficiary finds when they search your name, and a link you can put in an email. Nothing runs until you approve it, so keep plan names and benefits out unless your carrier approved the wording.

Are CPAs and tax professionals allowed to advertise?

Yes. The AICPA's Code of Professional Conduct lets CPAs advertise and seek clients as long as nothing is false, misleading or deceptive, and the state boards of accountancy that license CPAs generally take the same line, with some rules of their own on firm names and the CPA title. Enrolled agents and others who practice before the IRS also follow Circular 230, which bars false or misleading solicitation. The article describes your services and background in plain words; it won't promise a refund amount or a set tax saving. You approve every word before it runs.

Can my compliance team review or approve the article before it's published?

Yes. Nothing runs until you approve it. Your draft comes back in 24–48 hours. Send it to your compliance department or broker-dealer before you sign off, and ask for changes as many times as you need. Put any wording your firm requires in the intake form so the writer sees it from the start. If you never approve it, you get a full refund and it never publishes. Charles Johnson, an independent investment adviser, says the dashboard "makes communicating changes easy."

Will the article say I'm the best advisor, agent or CPA in my city?

No, not on its own say-so. Claims like "the best advisor in Dallas" or "the top Medicare agent in Florida" are the first thing a compliance reviewer strikes, because the rules for advisors, agents and CPAs all bar claims that mislead or can't be backed up. The article describes who you serve, how you work and what you've done, the way a news feature reads. No return figures and no promised tax savings. If you've won a real award, it can report the award by name. You approve every word before it runs.

Does a news feature help SEO and show up in ChatGPT or Google AI answers?

It helps, and no one can promise a ranking. Google holds money topics to a higher standard of trust, so outside proof that you're real and qualified matters more in finance than in most fields. A feature adds two things search engines and AI tools look for: a do-follow backlink from a high-authority news site that Google indexes, and a third-party article that names you, your firm, your city and the clients you serve. It backs up your website, your Google Business Profile and your reviews; it doesn't replace them. We don't guarantee a ranking position or an AI mention, and be wary of anyone who does.

Can I put "As Seen On" logos on my website?

Yes. The $97 includes "As Seen On" usage rights, a custom banner and a social media kit, so the outlet's logo can go on your homepage, your bio page, your email signature and the folder you hand clients, and you can use the logos forever. Keep it accurate: "As Seen On USA News" says where you were featured, not that the outlet endorses or rates you. Link the logo to the article itself. If you're a registered advisor or a broker-dealer rep, run the banner past compliance the same way you ran the article.

Can I choose the outlet my article runs in?

Yes, you pick it. You'll have the choice to choose from over 60 different outlets, including USA News, Women's Insider, CEO Times, Women's Magazine, New York Weekly, Biz Weekly, Men's Insider, New York Review, and many more. For most financial firms the strongest pick is a national news name a client recognizes, like USA News or New York Weekly; a firm that serves business owners may prefer CEO Times or Biz Weekly. Roderick Robeson's tax practice and Derek L. Rogers' Medicare practice both ran in USA News. It runs in your chosen outlet within 7 days or your money back.

How long until my article runs?

Your draft arrives in 24–48 hours after the 2-minute form. You revise it as many times as you want, and once you approve it, it runs in your chosen outlet within 7 days or your money back. If your firm reviews public communications, the approval step is where the time goes, so leave a few days for compliance before you sign off, and order before your season, not during it. Mason Martinez, a credit repair and funding consultant, wrote that they "posted my article within 24 hours."

Will a press feature actually bring me clients?

Nobody can promise that, and be wary of anyone who does. A feature makes you easier to trust when a prospect checks you out, and it gives you something to send. Some finance clients report more. Beth, who founded a financial services firm, says "a lots of clients reaching out to me now because of your very nice article." Remel Garganera, a business funding broker, says "the exposure has already proven valuable for TGL Innovations." Their results, in their words. Put the feature in your follow-up and on your site, and see what it does for yours.

Do I need a press release or a written press feature?

For most small firms, the feature. A financial advisor press release, or one from a CPA firm, announces your news in your own voice, like a new partner or office. It gets reposted, often word for word. A feature is an article about your practice in one outlet, and you don't need news to get one. AnotherZero's $97 is the feature. If you also want the wide announcement, an optional $297 PR Bundle (400+ news sites) is offered after checkout. Emma, an international tax advisor for expats, says AnotherZero got her "an award in my niche industry and press release on over 400 quality domains."

Can a new firm use press to explain what it does and build trust?

Yes. A new firm has no track record to point to, and often a product people need explained. A feature handles both: it explains what you do, and it does it in a news outlet. LEMAR Technology Group, a business credit-building company, says AnotherZero "is great for providing startups with brand credibility and trust." It adds, "it's still up to businesses to make sure they uphold that integrity and trust." Aurelian Anghelusiu, an executive at a senior home-equity income company, has used it three times and says it "Helped me tremendously with the launch of my company and with driving Leads and establishing my market presence."

How do insurance agents get clients and leads?

Through referrals, the households they already insure, community ties and bought leads. Referrals and current clients are the warmest: a life agent's next client often comes from a policyholder's new baby, new mortgage or business partner, and a P&C agent's from a renewal that went up. Bought leads fill the gap, but they cost money and many are shared, so speed and credibility decide who gets the call back. Agents who own a niche, such as contractors, truckers or people turning 65, get referred inside it. A news feature helps every channel at the same step: when the prospect searches your name.

How do financial advisors get clients, especially new advisors?

Mostly from referrals: happy clients, plus CPAs and estate attorneys who send someone they trust. Seminars, workshops for employers and a clear niche, such as teachers, physicians or people within five years of retiring, bring many of the rest. A new financial advisor without a book of business usually starts with their own network, one niche and partnerships with other professionals, and has to look established before they are. That's where a feature helps: when a referred prospect looks you up, they find a news article explaining who you serve and how you're paid, cleared by your compliance team.

How do bookkeepers get clients?

Mostly from CPA and tax preparer referrals, software directories, LinkedIn and a niche. CPAs who don't want to do monthly books pass clients along; QuickBooks and Xero both run public advisor directories that owners search; and bookkeepers who serve one industry, like contractors or restaurants, get referred inside it. To get bookkeeping clients on LinkedIn, post about the problems your niche has and connect with the CPAs who serve it. A news feature gives every one of those channels something to link to: an article about your firm a stranger can read before trusting you with their books.

How do accountants and CPA firms get clients?

Mostly through referrals from clients, bankers, attorneys and financial advisors, and through a clear niche. Firms that say exactly who they serve, like dentists, real estate investors or e-commerce sellers, are easier to refer, because a referral source can repeat it in one sentence. Getting accounting clients online works the same way: a Google Business Profile with reviews, a website that names your niche, and proof from outside your own site. A news feature is that proof. Roderick Robeson's USA News feature explains his year-round tax planning for business owners and real estate investors in Austin.

AnotherZero was founded by Nic Abelian, who built a Los Angeles local-services company to $35M a year; after he added "As Seen On" logos, without changing a single ad, his close rate went from 12.4% to 23.1% and his Google Ads return went from 1.75x to 18.86x. The logos answered the same check a prospect runs on you before moving their savings or handing over their tax return.

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Before They Trust You With Their Money, Give Them Something to Read

So the real question for you is this: is it worth $97 and a 2-minute form to have a news feature waiting when the next retiree, borrower or business owner checks you out? Your draft is back in 24–48 hours, and nothing runs until you approve it. If it doesn't run in the outlet you picked within 7 days, you get your money back. One feature is all it takes to start.

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