by Josh Lusk | Oct 30, 2018 | Conferences & Events, Financial Services
In today’s video-centric world, how you appear on camera is essential to your impact. “Everybody thinks they’re going to be great,” relates media consultant Paula Rizzo, a former Fox News producer. But the reality can prove to be far different when the cameras come...
by Josh Lusk | Oct 26, 2018 | Financial Services, RIAs
Conference season is in full swing here at Gregory FCA! Earlier this month, I attended the Financial Planning Association Annual Conference in Chicago along with my colleagues Joe Anthony and Trevor Davis. This is the largest annual gathering of certified financial...
by Josh Lusk | Oct 22, 2018 | Conferences & Events, ETFs, Financial Services, RIAs
Our team is gearing up for the annual Schwab IMPACT conference, which will be held in Washington, D.C., from Oct. 28-31. Ahead of what is one of the largest gatherings of registered investment advisers (RIAs) from across the country, I sat down with my Gregory...
by Josh Lusk | Oct 12, 2018 | Financial Services, Thought Leadership
Financial services firms have long aspired to capture prestige-enhancing publicity through industry outlets like The Wall Street Journal, Barron’s or the Financial Times. Many put on the full-court press to secure television coverage with CNBC or Bloomberg TV. But...
by Josh Lusk | Oct 5, 2018 | Conferences & Events, Financial Services
Here at Gregory FCA, a major part of my job is helping our clients execute blog and content strategies that augment their ambitious efforts to engage core audiences. Since we’re always on the lookout for inspiring ideas, I earmarked “10 Things I Wish I’d Known About...
by Josh Lusk | Sep 21, 2018 | Financial Services, RIAs
Has your RIA firm made marketing a C-level function? If not, you are already on the way to being an also-ran in the ever-changing, hyper-competitive landscape of personal financial and investment advice. Today, the differentiation of your brand combined with the...