Big outlets don’t quote brands at random—they quote experts who give readers clarity fast and make an editor’s life easier. If you lead an RIA, bank, credit union, fintech, lending platform, or research shop, here’s a practical, compliance-safe roadmap to earn national features—and how Linkifi plugs in to run the heavy lift.
Pick your media lanes (and stay in them)
Editors look for specialists who map cleanly to a story. Define 1–2 lanes your firm can own—for example:
- Consumer credit & borrowing decisions
- Retirement income planning & portfolio construction (education only)
- Deposit strategy & cash management
- Fraud, scams, and consumer protections
- Insurance and risk basics (coverage, exclusions, processes)
Write them down. Everything below will reinforce these lanes so you’re instantly “right source, right story.” (This specialization-first positioning is how Linkifi frames finance clients before any pitch.)
Build a compliance-ready “expert kit”
Make vetting you a 10-second job:
- Spokesperson bio (2 lines): role, credential(s), focus area, market served.
- One-sheet guardrails: what you can comment on (education), what you won’t (personalized advice).
- Headshot + About page or LinkedIn link: so editors can verify quickly.
- Availability window: are you open for quick responses and followups?
Stand up a micro data pipeline (no PII required)
You don’t need proprietary datasets—just honest, defensible snapshots you can cite:
- Policy/process explainers: fee structures, disclosures, dispute processes, how rate changes ripple to consumers.
- Product mechanics: APY vs. APR, 0% intro APR conditions, CD ladders—explained in one clean paragraph.
- Life-moment checklists: what to check before refinancing, opening a HSA/FSA, moving cash between accounts.
Keep everything educational; attribute public sources; avoid client specifics.
Program your news calendar
Finance coverage spikes around predictable triggers. Pre-write guidance for:
- Central-bank decisions and lender pass-throughs
- Card/loan product changes and fee policies
- Tax-season milestones and year-end planning windows
- School-year starts (student money), holiday spending, fraud alerts
Master the 3-part, paste-ready reply
Every response to a journalist should follow this structure:
- Answer first: one sentence in plain English.
- Two specifics: a policy/process detail and what it means for consumers.
- Boundary: educational, not individualized advice.
This is the house style we apply in Linkifi’s finance outreach so quotes drop straight into big-media copy.
Choose the right pitch format for the right story
Different stories need different assets:
- Reactive expert quote: your short, on-deadline answer to a live reporter brief.
- Service explainer: a clean “how it works” paragraph editors can link for context.
- Data-led mini-story: a defensible finding framed in consumer terms (source + scope + caveat).
- Op-ed/point of view: reserved for a clear, helpful perspective (no product push).
Make editors’ jobs easier than the next firm
Small things that move you to the top of the inbox:
- Reply inside the quoted email with bolded takeaways and short bullets.
- Include a phonetic name guide if needed.
Don’t ship alone—ship daily (without spamming)
Consistency beats “one big splash.” Linkifi monitors high-fit journalist requests and pitches your designated expert daily, aligned to your lanes and guardrails—and only where the outlet and story make sense for finance audiences.
Activate the win without sounding promotional
Once you’re featured:
- Add an “As Seen In” strip to home, service, and onboarding pages. (Try our FREE Press Badge Maker)
- Share the piece with a one-line tip (not “we’re famous”).
- Update your Media Mentions page so future reporters can quickly vet you.
- Save the best quote for decks, proposals, and nurture emails.
Bottom line: Big outlets want clear, consumer-first finance insight on deadline. Package your expertise the way editors work and respond consistently.
Find out more about Finance Firms Digital PR.