For more information about Partnership or to get our full Media Kit, please email Zack Drew, Director of Sponsor Partner Relations at zack.drew@wealthsolutionsreport.com.
WSR offers thought leadership promotional opportunities to wealth management industry marketing teams looking to grow their brand exposure, leads and event registrants. WSR focuses on industry optimism, actionable insights, analysis, and expert commentary that it distributes online and via its email and social channels.

Brand Exposure

Leads

Event Registrants
Mission

WSR was founded by industry veteran Larry Roth in 2021. Larry is the former CEO of both Advisor Group (now Osaic) and Cetera Financial Group. In addition to publisher of Wealth Solutions Report, Larry is also on a number of Boards of Directors, Senior Advisor at Berkshire Global Advisors, and Managing Partner of RLR Strategic Partners.
“I launched Wealth Solutions Report first and foremost for it to be a champion for the industry. I made the conscious decision to invest heavily in our editorial team, emphasizing the importance of high-quality, objective content that provides actionable strategies and insights to industry participants, from industry experts. This approach has enabled WSR to build its platform on a strong bedrock of credibility.”
- Larry Roth, Publisher & CEO
Competitive Differentiation
The table stakes for industry pubs:
- Uphold the highest standards of journalistic and editorial integrity
- High-quality and relevant content
- Audience of key industry decision-makers and thought leaders
- Engaged and growing audience
How WSR is different:
- Solutions and growth-oriented thought leadership
- Created by an industry leader for industry leaders
- Delivered the way that busy execs want to consume content
- Optimistic, champion for the industry–no gossip or “gotcha journalism”
Readership by the Numbers
- 41,000 newsletter subscribers
- 224,000 unique site visitors (TTM)
- 18,600 LinkedIn followers
- 3,000,000 LinkedIn impressions (TTM)
- 60% Advisors
- 25% Executives & Senior Leaders
- 15% Service & Technology Providers
- ~20% in the North, South, East & West of the U.S., respectively
Offerings

Written Thought Leadership
Short form, long form, and infographics/data visualizations

Audio/Video Thought Leadership
Podcasts, webinars, and Q&A

Email Marketing
Promotion of WSR & non-WSR content to our subscribers

Social Media Marketing
Promotion of WSR & non-WSR content to our followers

Events
Hosting intimate events hyper-targeted to include 5-7 of your target customers
Contact Information
For more information about Partnership or to get our full Media Kit, please email Zack Drew, Director of Sponsor Partner Relations at zack.drew@wealthsolutionsreport.com.