by Josh Lusk | Oct 3, 2017 | Financial Services, RIAs, Thought Leadership
Last week we published the first installment of our Q&A series discussing the professionalization of the financial advice industry with three thought leaders. Today, we bring you part two with more insight from Blaine Aikin, CFP®, CFA®, AIFA®, executive chairman...
by Josh Lusk | Sep 29, 2017 | Financial Services, RIAs, Thought Leadership
Here at Gregory FCA, we are fortunate to work closely with a variety of firms in the wealth management and financial advice business. On the backdrop of the fiduciary rule debate, the drive to do more to professionalize the financial advice business and create a...
by Josh Lusk | Mar 17, 2017 | Financial Services, RIAs
Between the uncertainties surrounding the fiduciary rule and the Trump rally lifting financial markets, opportunities to insert your advisory firm’s corporate narrative into today’s news cycle have proliferated to start 2017. The expected $30 trillion wealth transfer,...
by Josh Lusk | Feb 10, 2017 | Financial Services, RIAs, Thought Leadership
Dear Adviser, I’ve spent my whole life as a millennial, or at least as long as the generational classification has existed, but you haven’t seemed to notice. Your ads and your marketing materials prove you don’t understand me. My financial decisions don’t make sense...
by Josh Lusk | Jan 4, 2017 | Financial Services, RIAs
Since 2002, Gregory FCA has worked with close to 250 RIA firms on various marketing and PR initiatives. In every instance, the long-term objective was to accelerate the firm’s efforts to grow revenue. In most cases, that revenue growth was monitored via increases in...
by Josh Lusk | Nov 16, 2016 | Financial Services, RIAs, Thought Leadership
A popular theme at IMPACT® 2016 in San Diego revolved around how RIAs can develop future leaders – an interesting topic as America sat on the cusp of electing its own leader. RIAs know they have an aging workforce and face challenges from a succession standpoint if...
