by Josh Lusk | Feb 9, 2019 | Conferences & Events, Financial Services, FinTech, RIAs
Jimmy’s Note: Trade show season is now in full swing. As financial pros head to sunny San Diego for the National LINC 2019 conference this week, they may be wondering why they see so many outsiders, outliers and the occasional misfit at industry events. What does...
by Josh Lusk | Jan 4, 2019 | Financial Services, FinTech, RIAs
Running a fast-growing PR firm that services clients across the technology, financial services, health care and real estate industries has enabled me to see up close how businesses of different size, scope and target audience approach their marketing efforts....
by Josh Lusk | Dec 20, 2018 | Financial Services, FinTech, RIAs
A little more than four years ago in this blog, we observed that market downturns and volatile performance offer opportunities for advisers to affirm their value to clients. How? By coaching them through potentially emotional and reactive situations. The high...
by Josh Lusk | Dec 5, 2018 | Conferences & Events, Financial Services, FinTech, RIAs
Our team is on site at The MarketCounsel Summit capturing the best takeaways from the all-star speaker lineup. MarketCounsel represents the industry’s capstone event each year, bringing together the leadership of the country’s preeminent independent investment...
by Josh Lusk | Sep 7, 2018 | Financial Services, FinTech, RIAs
In this podcast, Frank Macinsky, vice president of marketing at Robust Wealth in Lambertville, N.J., discusses fundamental aspects of team building with Joe Anthony, president of financial services at Gregory FCA. “It’s easy to think about what a candidate might bring...
