Key takeaways
- Start with a defined audience and business goal.
- Use only credible, verifiable expertise and evidence.
- Set quality and disclosure rules before outreach.
- Measure relevance, context and outcomes—not domain metrics alone.
Written and reviewed by Jenny Moris
Jenny Moris is Co Founder of Editorial Backlinks and leads editorial outreach, campaign messaging, media relationships and content quality. Last reviewed July 29, 2026.
Match credentials to the topic
Use licensed or appropriately experienced sources for regulated questions. A marketing executive may discuss customer communication, while investment, tax, mortgage or legal guidance may require different qualifications. Keep credentials accurate and easy to verify.
Practical action
Document the decision, assign an owner and connect the action to a measurable campaign objective. Review the outcome after publication and update the process when evidence shows a better approach.
Create a claims-review process
Define prohibited claims, required disclosures and review owners before pitching. Verify rates, fees, examples and statistics against current sources. Time-sensitive financial information should include an “as of” date.
Practical action
Document the decision, assign an owner and connect the action to a measurable campaign objective. Review the outcome after publication and update the process when evidence shows a better approach.
Publish decision-support resources
Calculators, glossaries, comparison frameworks, checklists and transparent explainers can earn citations when they help readers make informed choices. Explain assumptions and limitations clearly.
Practical action
Document the decision, assign an owner and connect the action to a measurable campaign objective. Review the outcome after publication and update the process when evidence shows a better approach.
Use data responsibly
Original surveys and anonymized customer data can support strong stories, but methodology must be transparent. Avoid small or biased samples presented as universal trends. Protect personal information and follow applicable rules.
Practical action
Document the decision, assign an owner and connect the action to a measurable campaign objective. Review the outcome after publication and update the process when evidence shows a better approach.
Build relationships with specialist journalists
Finance reporters often work within narrow beats. Segment outreach across banking, credit, investing, insurance, mortgages, taxes and small business. Read recent coverage and offer sources relevant to that beat.
Practical action
Document the decision, assign an owner and connect the action to a measurable campaign objective. Review the outcome after publication and update the process when evidence shows a better approach.
Choose safe landing pages
Link to pages that are accurate, current and not misleading. Ensure disclosures and eligibility conditions are visible. A high-quality placement pointing to a weak or overly promotional page can reduce trust.
Practical action
Document the decision, assign an owner and connect the action to a measurable campaign objective. Review the outcome after publication and update the process when evidence shows a better approach.
Perform publication and context review
Check whether the publication uses qualified editing, clear authorship and responsible financial content. Review the context around the citation, not only the site-wide metrics.
Practical action
Document the decision, assign an owner and connect the action to a measurable campaign objective. Review the outcome after publication and update the process when evidence shows a better approach.
Monitor changes after publication
Financial articles can be updated as products and regulations change. Track important placements, correct factual errors through respectful channels and maintain current destination pages.
Practical action
Document the decision, assign an owner and connect the action to a measurable campaign objective. Review the outcome after publication and update the process when evidence shows a better approach.
Sources and further reading
Frequently asked questions
Can unlicensed founders comment on finance topics?
They can discuss areas within their direct business experience, but should not present regulated advice outside their qualifications.
What disclosures are needed?
Requirements depend on jurisdiction, product and relationship. Obtain legal or compliance review for the specific campaign.
Are calculators good link assets?
Yes, when assumptions, data sources and limitations are transparent and the tool is maintained.
How often should finance content be reviewed?
Review time-sensitive pages regularly and immediately when rates, laws, fees or product terms change.