by Josh Lusk | Oct 29, 2015 | ETFs, Financial Services, RIAs
In late 2014 and early 2015, many financial industry observers made projections for what might be the dominant themes impacting RIA firms in the near future. As we close in on the largest RIA-focused conference of the year, Schwab IMPACT – held in Boston in...
by Josh Lusk | Oct 12, 2015 | Financial Services, RIAs
According to research from Cisco, video will drive 80 percent of all consumer Internet traffic by 2019 – up from 64 percent in 2014. At the same time, a Nielsen company study reports that 57 percent of marketers are increasing their spending to include video in their...
by Josh Lusk | Sep 30, 2015 | Financial Services, RIAs, Thought Leadership
Editor’s note: At Gregory FCA, we are always excited about collaborating with clients on new projects. When Bill Militello, founder and CEO of Militello Capital, came to us with the idea of creating a resource for the registered investment advisor (RIA) community, we...
by Josh Lusk | Sep 17, 2015 | Financial Services, RIAs
We’ve written past blog posts on Financial Services Marketing about the invasion of robo-advisors and marketing tactics financial services firms can employ to fend off losing business to automated advisor platforms. But it’s not just financial advisors that face this...
by Josh Lusk | Sep 15, 2015 | Financial Services, RIAs
When advisers worry about quelling investors’ fight-or-flight response in times of financial turbulence, their instincts might tell them to become more insular in the way they operate – a “batten down the hatches” approach during stormy times. But, as we’ve witnessed...
by Josh Lusk | Sep 10, 2015 | Financial Services, RIAs
It’s a noisy marketplace for those in the business of providing financial advice, so finding your voice and building your firm’s narrative is more important than ever. Have you stopped and asked yourself, “What’s my firm’s hook?” Answering this question is the first...
