by Josh Lusk | Aug 6, 2014 | Financial Services
Financial services industry firms have a tremendous challenge when it comes to finding their own voice and making sure that voice gets heard. Gail Graham, chief marketing officer at United Capital Financial Advisers – a nationally branded RIA firm that has been a...
by Josh Lusk | Jul 21, 2014 | ETFs, Financial Services
More than 650 new exchange-traded products launched since the start of 2011 for a total of 1,586 products on the U.S. market as of April 17, 2014. The din of the crowd is making it harder for new voices and new products to stand out to investors in a sea of choices...
by Josh Lusk | Jul 7, 2014 | Financial Services, RIAs
They are coming to take your job… or are they? This summer’s blockbuster end-of-the-world movie promises to blow the lid off the financial advisory industry. Robo advisors are here and they threaten to suck the blood out of the industry. The press is already sounding...
by Josh Lusk | Apr 28, 2014 | Financial Services, RIAs, Social/Digital Marketing
It’s no secret that LinkedIn has been the social media “gateway drug” for financial industry firms. For an industry that has long conducted business via referral and on the basis of who you know, the utility of LinkedIn makes the network the natural first step into...
by Josh Lusk | Mar 4, 2014 | ETFs, Financial Services, RIAs
As a top financial PR firm, we’ve had the fortune of working with a diverse group of financial services firms. Mutual funds, ETF sponsors, CPA firms, banks, and asset managers have populated our client roster for years. However, our financial PR unit was formed when a...
by Josh Lusk | Jan 31, 2014 | Financial Services, RIAs
Contrary to results from a recent survey of Granite State voters in New Hampshire, Mitt Romney said in his keynote speech yesterday at TD Ameritrade Institutional’s annual conference that he will not be running for office in 2016. Having addressed the elephant in the...
