3 content mistakes to avoid in the ‘new normal’

by Mark Grandstaff | Jul 22, 2020 | Content Marketing, ETFs, Financial Services, RIAs, Social/Digital Marketing

In today’s age of social distancing caused by the coronavirus, communications have shifted almost entirely online. Networking events have been replaced with webinars, client meetings have shifted to video calls and people are flocking to social media and other digital...

RIAs: How to reinvigorate your referral network in a time of social distancing

by Mark Grandstaff | Jul 7, 2020 | Content Marketing, Financial Services, RIAs, Social/Digital Marketing

Word of mouth — it’s essential to almost every business, but in a time of social distancing caused by the coronavirus, many day-to-day interactions have changed. So how can RIAs reinvigorate their referral networks? The answer lies in maintaining a steady stream of...

Green Shoots: LifeYield empowers financial advisers

by Josh Lusk | Jun 16, 2020 | Financial Services, FinTech, RIAs

Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our...

‘Sometimes life hits you in the head with a brick’ … and other PR tips gleaned from Steve Jobs

by Josh Lusk | Jun 11, 2020 | Financial Services, Thought Leadership

I originally wrote this post about Steve Jobs three years ago. Times were different then. Restaurants were packed. Malls were teeming with crowds. And graduates … well, they were graduating — on a stage, with their friends and in front of their families. Hugs were...

Green Shoots: GraniteShares’ path to $1 billion in the midst of a pandemic

by Josh Lusk | Jun 4, 2020 | ETFs, Financial Services, RIAs

Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our...

RIAs taking PPP loans face reputation scrutiny: Is that fair?

by Josh Lusk | May 27, 2020 | Financial Services, RIAs

Each day, news trickles out about another mid- to large-sized RIA firm that applied for and accepted a loan as part of the Paycheck Protection Program (PPP) backed by the Small Business Administration. In some reports, the news is passed along in a scandalous tone;...