by Josh Lusk | Nov 19, 2015 | Conferences & Events, ETFs, Financial Services
In order to be successful on behalf of our financial services clients, we’re constantly keeping our finger on the pulse of the industry. What better way to do that than to dive right in and attend the very same events our clients and competitors do? That’s exactly why...
by Josh Lusk | Nov 12, 2015 | Financial Services, RIAs, Social/Digital Marketing
Want to make your financial services firm’s marketing engine hum? Ditch the idea that having a blog is an optional thing. Recast the “if I get to it” sidebar project that characterizes most firms’ blogging efforts into the hub of all your outbound media relations and...
by Josh Lusk | Oct 29, 2015 | ETFs, Financial Services, RIAs
In late 2014 and early 2015, many financial industry observers made projections for what might be the dominant themes impacting RIA firms in the near future. As we close in on the largest RIA-focused conference of the year, Schwab IMPACT – held in Boston in...
by Josh Lusk | Oct 12, 2015 | Financial Services, RIAs
According to research from Cisco, video will drive 80 percent of all consumer Internet traffic by 2019 – up from 64 percent in 2014. At the same time, a Nielsen company study reports that 57 percent of marketers are increasing their spending to include video in their...
by Josh Lusk | Sep 30, 2015 | Financial Services, RIAs, Thought Leadership
Editor’s note: At Gregory FCA, we are always excited about collaborating with clients on new projects. When Bill Militello, founder and CEO of Militello Capital, came to us with the idea of creating a resource for the registered investment advisor (RIA) community, we...
by Josh Lusk | Sep 17, 2015 | Financial Services, RIAs
We’ve written past blog posts on Financial Services Marketing about the invasion of robo-advisors and marketing tactics financial services firms can employ to fend off losing business to automated advisor platforms. But it’s not just financial advisors that face this...