Building better client relationships: Key takeaways from the InvestmentNews RIA Summit

by Mark Grandstaff | Nov 18, 2022 | Conferences & Events, Content Marketing, Financial Services, RIAs, Social/Digital Marketing

Earlier this month, RIAs and financial advisers from across the country gathered in Boston for the first in-person InvestmentNews RIA Summit. The event focused on highlighting opportunities and challenges for both individual advisers and firms looking to grow their...

DeFi brands can sharpen their message by addressing these 3 themes: Lessons learned from the Digital Asset Summit

by Mark Grandstaff | Oct 21, 2022 | Conferences & Events, Financial Services, Public Relations, RIAs

I recently joined hundreds of crypto industry colleagues at the Blockworks Digital Asset Summit in New York City. Informational sessions were geared toward institutional and decentralized-finance-minded professionals, as industry leaders and esteemed guest speakers...

Women in ETFs: Applying mindfulness to financial services marketing

by Mark Grandstaff | Oct 10, 2022 | Conferences & Events, ETFs, Financial Services, Public Relations

Last month, the Philadelphia branch of Women in ETFs gathered in the heart of Center City (check out that view!) for a discussion on maximizing your professional presence through mindfulness. Women in ETFs’ critical mission helps those in the ETF industry...

Building a brand: Lessons from Future Proof for financial advisers

by Mark Grandstaff | Sep 28, 2022 | Conferences & Events, Content Marketing, Financial Services, Public Relations, RIAs, Social/Digital Marketing

A DJ, a publicist and a financial adviser sit down on a stage together. The question: How can RIAs better their brand and name recognition through marketing? I recently attended this intriguing discussion when my Gregory FCA colleagues and I traveled to the first-ever...

Lessons learned from the 2022 Morningstar Investment Conference

by Mark Grandstaff | Jun 29, 2022 | Conferences & Events, ESG, Financial Services, Public Relations, RIAs

Last month, we joined over 2,500 financial industry players at the Morningstar Investment Conference in Chicago. With over 50 sessions available for attendees, Morningstar’s research leaders and esteemed guest speakers hosted seminars spanning topics from fixed income...

Preview of 2022 MMI Emerging Asset Managers Forum

by Mark Grandstaff | Jun 21, 2022 | Conferences & Events, Financial Services, Public Relations, Social/Digital Marketing, Thought Leadership

Gregory FCA President Joe Anthony will be speaking at the 2022 MMI Emerging Asset Managers Forum on June 23 in Chicago. Joe and his co-presenter, Diamond Hill Chief Client Officer Jo Ann Quinif, preview their panel discussion in the exclusive video...