Professional & Financial Services
More Clients for Advisors, Accountants, Agents and Consultants
People hire you after they check you out. We make sure what they find across New York City and Long Island earns the discovery call, the proposal request and, eventually, the signature.
Why it works
Reaching clients where they search
Almost nobody hires an advisor, an accountant or an IT company off a single ad. A referral mentions your name at a dinner in Garden City. The prospect searches it that night, reads your bios, skims a few reviews and looks for proof that you work with people like them. A dentist in Forest Hills wants to know you understand practice owners. A family in Port Jefferson wants to know you will still pick up the phone after the paperwork is signed. If your site and profiles answer those questions, they book a call. If not, they go back to the other two names on the list.
Prostack Media builds the part of your firm that people see before they talk to you. Websites that explain who you serve and what working with you looks like. Search and map visibility for the services you want more of. LinkedIn and email that keep you in front of people between needs. Every claim we write is checked against the rules your industry answers to, whether that is the SEC, FINRA, NYSED or the Department of Financial Services. AI-assisted tools help us research and draft faster, and a person on our team reviews every page before it goes to you for approval.
Compliance review is part of the workflow
Ads, landing pages and social posts go into a review queue your compliance officer or managing partner can see, with dated versions saved. For advisers and broker-dealers that means a clean record of what ran and who approved it. For CPAs and agents it means no surprises in a bio or a promotion.
We measure meetings, not traffic
Discovery calls booked, proposal requests, assessment sign-ups and new client paperwork are what count. We track each one back to its source so you can see whether the referral page, the Google profile or the LinkedIn post started the conversation.
Niche positioning that prospects remember
'Wealth management' and 'IT solutions' describe half the firms in Manhattan. 'Retirement planning for NYC teachers' or 'IT support for dental offices on Long Island' gives a prospect a reason to pick you. We help you choose the niches you can back up, then build pages and campaigns around them.
Experienced people, faster tools
Our team brings years of hands-on marketing for regulated businesses. AI speeds up keyword research, first drafts and reporting. A person edits every word, and your licensed or registered professionals approve anything that describes performance, credentials or coverage.
Specialties
Explore by specialty
Each specialty has a dedicated page covering the searches, challenges and strategies specific to that field.
Insurance AgenciesPeople shop for insurance when a renewal jumps, a car is bought or a business opens. We help your agency show up at those moments and turn the search into a quote.
Financial Advisors & Wealth ManagersReferrals still drive most new relationships. We make sure the people who look you up afterward find a clear niche, real credentials and an easy way to book a first meeting.
Accounting & CPA FirmsTax season brings plenty of calls, and many are one-time returns. We help your firm attract year-round clients for bookkeeping, advisory and business tax work.
IT & Managed Service ProvidersBusinesses switch IT providers after something breaks or someone gets hacked. We help your company be the one they find, trust and call for an assessment.
Staffing AgenciesStaffing runs on two markets at once. We help you win job orders from employers and fill them with candidates, using job ads built around New York's pay range and licensing rules.
Consulting FirmsBuyers hire consultants they already believe know their problem. We help you show that belief is warranted before the first call, so proposals get signed faster.
Don't see your specialty?We work with many more. Tell us about yours in a free consultation.
Marketing within the rules
Advertising Rules We Market Within
Financial and licensed professional firms answer to regulators who read marketing closely. We are a marketing agency, not your attorney or chief compliance officer. We build campaigns around the rules below, keep dated copies of what we produce, and route anything touching performance, credentials, endorsements or promotions to your compliance contact for approval before it runs.
This is how we approach marketing, not legal advice. Your own counsel has the final word on compliance.
- SEC-registered investment advisers follow the Marketing Rule (Rule 206(4)-1 under the Investment Advisers Act). Testimonials and endorsements are allowed, but the ad must clearly and prominently disclose whether the speaker is a client, whether they were compensated and any material conflicts of interest. Paid promoters generally need a written agreement, the adviser must oversee compliance, and people with certain disciplinary histories cannot be paid for testimonials.
- Under the same rule, gross performance appears only with net performance shown at least as prominently, over the same period and using the same method. Performance for portfolios other than private funds covers 1, 5 and 10 year periods, or the life of the portfolio when shorter. Hypothetical performance requires policies and procedures that tie it to the intended audience, and the SEC has charged advisers for posting it on public websites, so we keep it out of ads and open web pages.
- Section 208(a) of the Advisers Act bars implying that registration means the government has approved an adviser's abilities. We describe SEC registration plainly and never write 'SEC approved'. Advisers registered with a state rather than the SEC follow that state's rules, which we confirm with your compliance officer before anything launches.
- Broker-dealers and their registered reps follow FINRA Rule 2210. Under the current rule, a registered principal approves each retail communication before first use, communications may not predict or project performance or make promissory claims, and testimonials about advice or performance must disclose that they may not be representative, are no guarantee of future results and, if more than $100 was paid, that they were paid. FINRA proposed changes to the approval and filing requirements in Regulatory Notice 26-14 (July 2026); we follow the rule in force until any change is approved and effective.
- New York Education Law reserves the titles 'certified public accountant' and 'CPA' (section 7402) for people licensed or otherwise authorized by the State, and unauthorized use is a crime under section 6513. NYSED allows 'CPA' in a firm name only when all owners are CPAs and the firm is registered. The Board of Regents' rules (8 NYCRR 29.1) also require a client's written authorization for testimonials and bar ads that guarantee a service or claim unprovable superiority.
- Insurance marketing follows New York Insurance Law and Department of Financial Services regulations. When a producer ad refers to an insurer, section 2122 requires the insurer's full name and principal office location. Sections 2324 and 4224 limit gifts and inducements tied to selling a policy, and accident and health ads fall under DFS Regulation 34 (11 NYCRR Part 215).
- Professional designations such as CFP, CISSP or PMP appear only next to people who currently hold them, styled the way the certifying body requires. For IT providers we avoid 'HIPAA certified', since HHS does not recognize private HIPAA certifications, and we mention a SOC 2 report only when you have a current one.
- Reviews and testimonials on Google and other platforms follow the FTC's Consumer Reviews and Testimonials Rule (16 CFR Part 465) and its Endorsement Guides. No fake or purchased reviews, no incentives tied to positive ratings, no undisclosed reviews from staff or relatives, and no suppressing negative feedback. Advisers and broker-dealers layer their SEC or FINRA rules on top.
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