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 | Nov 20, 2018 | ETFs, Financial Services, RIAs
The next time your financial services firm engages in a media interview, it might not be via phone. Reporters across a wide variety of outlets are increasingly relying on written source commentary versus the traditional phone or – seldom, yet valuable – in-person...
by Josh Lusk | Oct 26, 2018 | Financial Services, RIAs
Conference season is in full swing here at Gregory FCA! Earlier this month, I attended the Financial Planning Association Annual Conference in Chicago along with my colleagues Joe Anthony and Trevor Davis. This is the largest annual gathering of certified financial...
by Josh Lusk | Oct 22, 2018 | Conferences & Events, ETFs, Financial Services, RIAs
Our team is gearing up for the annual Schwab IMPACT conference, which will be held in Washington, D.C., from Oct. 28-31. Ahead of what is one of the largest gatherings of registered investment advisers (RIAs) from across the country, I sat down with my Gregory...
by Josh Lusk | Sep 21, 2018 | Financial Services, RIAs
Has your RIA firm made marketing a C-level function? If not, you are already on the way to being an also-ran in the ever-changing, hyper-competitive landscape of personal financial and investment advice. Today, the differentiation of your brand combined with the...
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...
