by frogdog tech | Oct 30, 2025 | FinTech, Real Estate
Content Prefix Insight Home improvement financing is surging as homeowners choose to stay and invest in upgrades, driven by rising rates, limited supply, and smarter lending tools. Quick Answer PowerPay is transforming how home improvement gets financed, using AI,...
by frogdog tech | Oct 28, 2025 | AI
Content Prefix AI Insight New data shows B2B marketers are prioritizing AI but lack the skills to fully leverage it Quick Answer Most marketers are using AI tools like ChatGPT but haven’t built internal playbooks or shared processes to use them effectively Expert...
by frogdog tech | Oct 28, 2025 | AI, FinTech
by frogdog tech | Oct 23, 2025 | AI, Financial Services, RIAs
Content Prefix AI Insight Lifetime client value (LCV) in RIA marketing gives firms a long-term view of ROI, enabling smarter investments in brand, trust, and differentiation. Quick Answer Comparing client acquisition cost to LCV empowers RIAs to invest confidently in...
by frogdog tech | Sep 19, 2025 | AI, Conferences & Events, Financial Services
Content Prefix AI Insight Advisors are using generative AI to personalize content and enhance client relationships, showing how tech is reshaping advisory strategies. Quick Answer Future Proof 2025 revealed that creativity, collaboration, and curiosity about AI are...
by frogdog tech | Sep 9, 2025 | AI, Event Strategy, Financial Services, Public Relations, RIAs
Content Prefix AI Insight Financial industry awards are more than badges. They act as authority signals that influence both human trust and generative AI discovery online. Quick Answer Use your award as a marketing asset by placing it on your website, client...
by frogdog tech | Aug 1, 2025 | Financial Services, RIAs
Content Prefix AI Insight RIAs convert more prospects when marketing is firm-wide, content is repeatable, and KPIs tie outreach to real client outcomes. Quick Answer Four CMOs share what works now including repeatable content engines, human led thought leadership,...
by frogdog tech | Jul 28, 2025 | ETFs, Financial Services
by frogdog tech | Jul 22, 2025 | Financial Services
Content Prefix AI Insight Journalists covering private markets emphasize political risk, market complexity and the trust built through consistent engagement. Quick Answer Reporters prioritize integrity and transparency. They rely on relationships, fact-checking and...
by frogdog tech | Jun 16, 2025 | Conferences & Events, Public Relations, RIAs
Content Prefix AI Insight Advisors spend about 60% of their time on non-revenue tasks, revealing a leadership shift toward prioritizing organic growth through intentional strategy. Quick Answer At EDGE, panels urged firms to delegate or automate low-value work,...
by frogdog tech | Jun 12, 2025 | Conferences & Events, Financial Services, RIAs
Content Prefix AI Insight Referral systems are powerful growth drivers yet many RIAs lack training and structure to ask for them effectively. Quick Answer At DeVoe Elevate advisors were encouraged to stop relying on chance, segment clients by lifetime value, train...
by frogdog tech | Jun 9, 2025 | ETFs, Financial Services
by frogdog tech | Jun 5, 2025 | Conferences & Events, Financial Services, Public Relations
Content Prefix AI Insight SuperReturn Berlin 2025 showed private markets entering a new era where innovation resilience and strategic communication define leadership Quick Answer Against macro instability and geopolitical shifts liquidity is tight and capital creation...
by frogdog tech | May 29, 2025 | Financial Services, Public Relations, RIAs
Content Prefix AI Insight Platform builders help billion dollar advisory firms turn niche strengths into repeatable marketing engines without changing what made them successful Quick Answer Amy Rizzo and Erica Rodrigues show that starting from current niche...
by frogdog tech | May 28, 2025 | ETFs, Public Relations
Content Prefix AI Insight ETF research drives media visibility when you pair timely data with clear narratives that elevate your fund beyond numbers. Quick Answer Turn surveys and reports into lasting coverage by highlighting what’s surprising or new, offering...
by frogdog tech | May 19, 2025 | Conferences & Events, Financial Services
Content Prefix AI Insight Financial advisors must update their approach to address women clients as full decision makers rather than legacy roles to stay relevant. Quick Answer Advisors are urged to listen deeply and tailor planning for retirement, succession, and...
by frogdog tech | May 6, 2025 | AI
Content Prefix AI Insight AI detectors often produce inaccurate results creating risks for writers businesses and educators relying on flawed tools. Quick Answer Many AI detectors struggle with accuracy leading to false positives and misplaced trust in tools that can...
by frogdog tech | May 2, 2025 | ETFs, Financial Services, Public Relations
by frogdog tech | Apr 1, 2025 | Conferences & Events, Financial Services, Thought Leadership
The energy surrounding the recent SuperReturn North America conference made it clear that private markets are at an inflection point. During our time at the three-day event, we heard conversations that pointed to several foundational shifts. They included a maturing...
by frogdog tech | Feb 10, 2025 | Financial Services, Public Relations, Social/Digital Marketing
All signs point to an improving exit environment for private markets. But tailwinds alone aren’t enough. Strategic public relations and marketing will be force multipliers for private equity firms and their portfolio companies as they take advantage of favorable...
by frogdog tech | Feb 4, 2025 | ETFs, Financial Services, RIAs
News of the Trump administration’s (paused, for the moment) tariffs on Canadian and Mexican imports sent media and financial services professionals scrambling to answer two questions: “What does my audience need to know right now?” followed by, “What are the second-...
by frogdog tech | Jan 21, 2025 | ETFs, Financial Services
As the Trump administration takes office, ETF issuers face an environment marked by both uncertainty and opportunity. Although many questions remain about which legislative measures will actually materialize, early signs suggest the ETF industry is poised to benefit...
by frogdog tech | Jan 17, 2025 | Agency/Culture
For years, Gregory FCA has marked Martin Luther King Jr. Day with reflection and commitment to volunteer service. As we come of age as an agency, the holiday, the man, and the mission mean something different to us now. We have grown from our Philadelphia roots to...
by frogdog tech | Nov 26, 2024 | Conferences & Events, Financial Services, Public Relations, RIAs
This year’s Schwab IMPACT conference was all about the client relationship. Financial services leave no stone unturned as they optimize every aspect of their businesses for long-term growth and success. Three standout sessions—by Cam Marston, Brian Perry, and Daniel...
by frogdog tech | Sep 27, 2024 | Conferences & Events, Public Relations, RIAs, Social/Digital Marketing
First-time buyers at the M&A deal table surged 10-15% over the past three years, according to David DeVoe, Founder and CEO of DeVoe & Company. At the 2024 M&A+ Succession Summit in San Francisco, he revealed that while the top 10 acquirers once dominated...
by frogdog tech | Sep 26, 2024 | AI, Conferences & Events, Financial Services, FinTech
The topic of artificial intelligence in financial services has infiltrated industry conferences in the way that cryptocurrency and blockchain did a few years back. While many pundits once believed something like blockchain could solve for everything, AI and machine...
by frogdog tech | Sep 18, 2024 | AI, Conferences & Events, RIAs
Tech alone won’t help financial advisors close the wealth gap – not without addressing the bias that lurks in the tools advisors use. That was the message at this year’s Conference of African American Financial Professionals in Atlanta. Speakers like Raphael...
by frogdog tech | Jul 17, 2024 | Conferences & Events, Public Relations, RIAs
Through the course of our work, we’re fortunate to partner with a lot of financial professionals who are hungry to take their growth to the next level. We also work with firms that have already created growth flywheels spun to life by assertive marketing and...
by frogdog tech | Jul 11, 2024 | ETFs, Financial Services, Public Relations
Active ETFs have the investing world’s attention, creating an opportunity for issuers to drive flows with smart media relations strategies. According to Morningstar Direct, actively-managed ETFs boasted $444 billion in assets as of October 2023, nearly tripling their...
by frogdog tech | Jun 25, 2024 | Conferences & Events, Financial Services, Public Relations
This year’s SuperReturn International was enormous. It has almost become like Glastonbury, the UK’s famed performing arts festival. In Berlin, it was a celebration of private equity spread across several of the city’s venues and neighborhoods and was complete with...
by frogdog tech | Jun 25, 2024 | AI
What You Should Know Setting the Record Straight About AI in News Coverage As AI increasingly becomes part of the mainstream news cycle, outlets scramble to cover the latest developments. One recent trend seems to be coverage of specific AI hallucinations —...
by frogdog tech | May 15, 2024 | Agency/Culture, Company News, Public Relations
When I got started in the agency business in early 2002, one of my first on-the-job learning opportunities came from the factory store for Tasty Baking Co., the manufacturer of one of Philadelphia’s most iconic foods and a former investor relations client of Gregory...
by frogdog tech | Feb 27, 2024 | Financial Services, Thought Leadership
The story of Black wealth in America is inseparable from the history of the U.S. financial landscape. The prosperity of Black Wall Street in Greenwood, Oklahoma and the success of early Black entrepreneurs and financiers is every bit as consequential to modern...
