Gregory Named 'PR Agency of the Year' by PR DailyNamed 'PR Agency of the Year' by PR Daily
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ETF marketers: Get bigger bang for your conference buck

ETF marketers: Get bigger bang for your conference buck

by Josh Lusk | Jul 13, 2018 | Conferences & Events, ETFs, Financial Services, Social/Digital Marketing

Industry conferences have exploded in popularity in recent years, offering ETF issuers the opportunity to learn, network and sell. As an ETF issuer, you may be seeking to grow your business, attract new investors to your funds or stay at the forefront of...
RIAs: Automation doesn’t have a place in your marketing efforts

RIAs: Automation doesn’t have a place in your marketing efforts

by Josh Lusk | Jul 5, 2018 | Financial Services, RIAs

Technological enhancements and a move toward automation have created a seismic shift in the financial services industry. Tasks that were once time consuming, tedious and costly have become seamless and efficient thanks to the array of technology and solutions...
3 key themes to take away from this year’s EBI conference

3 key themes to take away from this year’s EBI conference

by Josh Lusk | Jun 27, 2018 | Conferences & Events, Financial Services

Held in beautiful Dana Point, California, the Evidence-Based Investing (EBI) Conference once again drew in financial professionals from across the county. The conference, presented by IMN and Ritholtz Wealth Management, welcomed financial advisors, ETF issuers,...
4 bad PR habits your financial services firm needs to break now

4 bad PR habits your financial services firm needs to break now

by Josh Lusk | Jun 19, 2018 | Financial Services, Thought Leadership

You can see it now. You’re on the cover of The New York Times. You’re wanted for tomorrow’s special CNBC program. The phones are ringing off the hook from reporters who want your take on the latest industry news. It’s not a far-fetched dream, but it takes work to get...
Lessons learned from being raised in a family business

Lessons learned from being raised in a family business

by Josh Lusk | Jun 14, 2018 | Company News, Financial Services

I rented my first room at age six. I recited our room options (single, double, suite, efficiency), negotiated a price and had the customer fill out a registration card. The only part that stumped me was calculating the tax (ironic, as I later graduated with an...
8 media topics that never fail for financial advisers

8 media topics that never fail for financial advisers

by Josh Lusk | Jun 8, 2018 | Financial Services

Whether you’re a seasoned media veteran or just starting to engage reporters, you’ve probably realized that even in a 24/7 news cycle, patterns can start to emerge. Stories tapping into seasonal events, holidays or financial milestones that resonate with readers’...
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