by Josh Lusk | Feb 26, 2019 | Financial Services, RIAs
When a new RIA or wealth management firm debuts, its reputation and image are often staked to the founder or founding partners. For firms looking to grow, creating a defined spokesperson strategy that includes a wider group of thought leaders can galvanize a change in...
by Josh Lusk | Feb 20, 2019 | ETFs, Financial Services, RIAs
Last week, more than 2,300 ETF issuers, financial advisers, institutional investors, hedge funds and other industry participants gathered in sunny Hollywood, Florida, for the world’s largest and most esteemed exchange-traded fund conference – Inside ETFs. The four-day...
by Josh Lusk | Feb 12, 2019 | Financial Services, RIAs
Sitting in the hot seat for a podcast or radio interview can be intimidating. We get it! But if you deliver an all-star performance, it will make you look good in front of your industry peers, family and friends, while also increasing the odds that producers and hosts...
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...
