by Josh Lusk | Feb 6, 2026 | AI
by Josh Lusk | Feb 4, 2026 | Financial Services, RIAs
by Josh Lusk | Feb 3, 2026 | Cleantech & Energy, Conferences & Events, Public Relations
by Josh Lusk | Jan 30, 2026 | Real Estate, Public Relations
by Josh Lusk | Jan 29, 2026 | Real Estate
by Josh Lusk | Jan 28, 2026 | AI, Content Marketing
by Josh Lusk | Jan 22, 2026 | RIAs, Financial Services
by Josh Lusk | Jan 21, 2026 | AI
by Josh Lusk | Jan 21, 2026 | ETFs, Financial Services
by Josh Lusk | Jan 8, 2026 | Real Estate
by Josh Lusk | Jan 7, 2026 | AI, Public Relations
by Josh Lusk | Jan 7, 2026 | Financial Services, RIAs
by Josh Lusk | Jan 6, 2026 | Gregory News
by Josh Lusk | Dec 22, 2025 | ETFs, Financial Services
by Josh Lusk | Dec 17, 2025 | AI
by Josh Lusk | Dec 17, 2025 | Financial Services, Public Relations
by Josh Lusk | Dec 11, 2025 | Real Estate
by Josh Lusk | Dec 10, 2025 | AI, Public Relations
by Josh Lusk | Dec 4, 2025 | AI, Financial Services, FinTech
by Josh Lusk | Dec 3, 2025 | ETFs, Financial Services
by Josh Lusk | Dec 3, 2025 | AI, Public Relations
by Josh Lusk | Nov 20, 2025 | RIAs, Financial Services
by Josh Lusk | Nov 20, 2025 | Real Estate
by Josh Lusk | Nov 19, 2025 | AI
by Josh Lusk | Nov 13, 2025 | AI, Financial Services, FinTech
by Josh Lusk | Nov 12, 2025 | AI, Public Relations
by Josh Lusk | Nov 7, 2025 | AI
by Josh Lusk | Nov 6, 2025 | Financial Services, RIAs
by Josh Lusk | Nov 5, 2025 | AI, Public Relations, Social/Digital Marketing
by Josh Lusk | Oct 21, 2025 | AI
Content Prefix AI Insight How communications strategies can shape AI search visibility and trust Quick Answer Balance PR, content, and consistency to influence what AI says about your brand Expert Recap Use authoritative sources, trusted content, and brand visibility...
by Josh Lusk | Oct 17, 2025 | AI
Content Prefix AI Insight AI makes your brain hurt because it demands active thinking. Leaders must embrace discomfort, curiosity, and creativity to unlock AI’s full value. Quick Answer AI makes your brain hurt by design. Success comes when leaders stop delegating,...
by Josh Lusk | Oct 14, 2025 | AI, Content Marketing
Content Prefix AI Insight Why AI-generated content blends in and what makes yours stand out Quick Answer Use voice, opinions, and original insights to elevate AI-assisted copy Expert Recap Four ways to make your writing more compelling than generic AI outputs Each...
by Josh Lusk | Oct 10, 2025 | AI
Content Prefix AI Insight Enterprise AI adoption often fails because it excludes 99% of employees. Fixing it means starting with accessible tools and repeatable back-office wins. Quick Answer Most enterprise AI projects fail. Learn how to fix it by replacing black-box...
by Josh Lusk | Oct 7, 2025 | AI
Content Prefix AI Insight ChatGPT has evolved into a full ecosystem with native apps, monetization features, and agentic commerce, reshaping how brands engage with users. Quick Answer OpenAI now supports native apps within ChatGPT, allowing brands to reach 800M+ users...
by Josh Lusk | Oct 6, 2025 | Conferences & Events, Financial Services
Content Prefix AI Insight The 2025 Quad A conference highlights how consistent, inclusive infrastructure drives real growth in the financial services industry. Quick Answer How DEI momentum, leadership, and policy advocacy helped Quad A reach record-breaking...
by Josh Lusk | Oct 2, 2025 | 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 Josh Lusk | Sep 30, 2025 | AI, Content Marketing
Content Prefix AI Insight Communicators are refining their AI usage by identifying common "tells" in generated text to maintain authenticity and reader trust. Quick Answer Overused phrases, punctuation, and sentence structures are signs of AI writing. Updating your...
by Josh Lusk | Sep 25, 2025 | ETFs
by Josh Lusk | Sep 25, 2025 | ETFs, Financial Services
by Josh Lusk | Sep 23, 2025 | AI
Content Prefix AI Insight AI search is shifting how users discover content, rewarding sources that provide clear, original answers rather than keyword-heavy SEO-driven copy. Quick Answer To show up in AI search, brands should focus on clear answers, proprietary data,...
by Josh Lusk | Sep 19, 2025 | AI
Content Prefix Insight AI can use brain science to act as your personal marketing consultant, delivering insights once reserved for neuroscience labs to help predict customer behavior. Quick Answer AI tools now simulate attention, tone, and emotional resonance, giving...
by Josh Lusk | Sep 18, 2025 | Investor Relations, Real Estate
Content Prefix Insight Impact Real Estate is proving that social good and financial performance are not mutually exclusive, especially in today’s affordable housing landscape. Quick Answer Learn how Catalyst Opportunity Funds aligns investor returns with community...
by Josh Lusk | Sep 16, 2025 | AI
Content Prefix AI Insight Usage data from OpenAI and Anthropic shows AI is reshaping how people search, decide, and engage—opening new visibility and workflow opportunities. Quick Answer Nearly half of AI prompts now focus on guidance and advice, making generative...
by Josh Lusk | Sep 12, 2025 | AI
Content Prefix AI Insight AI adoption is the defining factor between growing and declining agencies. Success depends on mindset, workflow redesign, and expert-led change. Quick Answer AI adoption is surging in most industries, but agencies lag behind. Winning firms...
by Josh Lusk | Sep 9, 2025 | AI
Content Prefix AI Insight AI search is progressing rapidly, forcing Google and others to rethink how results are delivered and how brands earn visibility in a changing landscape. Quick Answer GEO, or Generative Engine Optimization, is the new frontier for brands as AI...
by Josh Lusk | Sep 5, 2025 | AI, Public Relations, Social/Digital Marketing
Content Prefix AI Insight 95% of AI-referenced content is earned, owned, or shared media, showing how PR outputs shape AI results in today’s generative search landscape. Quick Answer Earned media fuels AI by dominating LLM outputs. Tools like Generative Pulse help...
by Josh Lusk | Sep 4, 2025 | AI, ETFs
by Josh Lusk | Sep 4, 2025 | Financial Services, Real Estate
Content Prefix Insight 1031 Exchanges are a powerful yet misunderstood tool for building wealth through real estate, offering more than just tax deferral benefits. Quick Answer Learn how investors, from small business owners to multi-property holders, use 1031s to...
by Josh Lusk | Sep 2, 2025 | AI, Content Marketing
Content Prefix AI Insight More communicators are becoming AI builders, using low-code tools to create custom dashboards, assistants, and message optimization engines. Quick Answer Comms teams at companies like Cognizant and Instacart are building internal AI tools to...
by Josh Lusk | Sep 2, 2025 | AI, Content Marketing
Content Prefix AI Insight More communicators are becoming AI builders, using low-code tools to create custom dashboards, assistants, and message optimization engines. Quick Answer Comms teams at companies like Cognizant and Instacart are building internal AI tools to...
by Josh Lusk | Aug 29, 2025 | AI
Content Prefix AI Insight Ai4 reveals how agents are reshaping work, early-stage AI startups are opening to small investors, and content provenance is becoming mission-critical. Quick Answer AI agents now drive automation in customer support, VC access is widening...
by Josh Lusk | Aug 26, 2025 | AI
Content Prefix AI Insight Talk of an AI bubble is rising as valuations soar and returns lag. Here’s what communicators and business leaders should keep in mind. Quick Answer An AI bubble may be forming, but experts disagree. The key is using AI strategically, not...
by Josh Lusk | Aug 22, 2025 | AI, Conferences & Events
Content Prefix AI Insight What Ai4 taught us about success in AI today includes better data, real-world use cases, and tools that solve gaps in service or personalization. Quick Answer Ai4 showed that data quality drives results, AI fills human service gaps, and...
by Josh Lusk | Aug 21, 2025 | Real Estate
Content Prefix Insight PlotLines Season Three featured powerful conversations shaping real estate, from sustainability and placemaking to retail, office, and federal strategy. Quick Answer This recap covers key takeaways from all three seasons and previews what’s...
by Josh Lusk | Aug 19, 2025 | AI
Content Prefix AI Insight AI browser wars are heating up as ChatGPT, Perplexity, and others challenge Chrome and redefine how users interact with content online. Quick Answer The rise of AI-powered browsers signals a new era where agents not just users navigate the...
by Josh Lusk | Aug 15, 2025 | AI, Consumer Tech
Content Prefix AI Insight Reflekta is a SoulTech platform that turns loved ones’ stories, voices, and personality into private, ongoing conversations across generations. Quick Answer SoulTech startup Reflekta uses AI to create private, personalized elders from family...
by Josh Lusk | Aug 12, 2025 | AI
Content Prefix AI Insight GPT-5 changed ChatGPT’s capabilities with smarter tools, model switching, and more natural writing. Here's how it reshapes the user experience. Quick Answer GPT-5 introduced personality presets, improved coding, and seamless model selection...
by Josh Lusk | Aug 7, 2025 | AI, Financial Services, RIAs
Content Prefix AI Insight AI Notetakers are changing how meetings are recorded and summarized—here’s what you need to know. Quick Answer To avoid privacy risks with AI Notetakers, understand the settings, disclosure rules, and when to speak up on sensitive calls....
by Josh Lusk | Aug 7, 2025 | Real Estate
Content Prefix Insight Lifestyle strategy is redefining how developers create master-planned communities, placing people and real-life routines at the heart of placemaking. Quick Answer Successful communities today start with the buyer—not the blueprint—by...
by Josh Lusk | Aug 5, 2025 | AI
Content Prefix AI Insight AI Notetakers are changing how meetings are recorded and summarized—here’s what you need to know. Quick Answer To avoid privacy risks with AI Notetakers, understand the settings, disclosure rules, and when to speak up on sensitive calls....
by Josh Lusk | Jul 22, 2025 | AI
Content Prefix AI Insight OpenAI’s ChatGPT Agent lets pros offload research and grunt work while keeping humans in control, policies current, and permissions tight. Quick Answer Describe tasks and watch Agent execute in a safe sandbox. Start with list building and...
by Josh Lusk | Jul 18, 2025 | AI, Financial Services
Content Prefix AI Insight Personalized outreach is failing. Agentic AI lets advisors deliver timely, hyper-relevant messages in a branded app clients actually open. Quick Answer Replace static CRM tags with real-time data and focused AI agents to trigger updates,...
by Josh Lusk | Jul 16, 2025 | AI, Company News, Public Relations
Content Prefix AI Insight Gregory FCA built an award-winning AI-first PR platform with custom tools that boost results, transparency, and client impact. Quick Answer From CrisisCalm to Newsprint, our AI tools plus training drive faster strategy, smarter reporting, and...
by Josh Lusk | Jul 15, 2025 | AI
Content Prefix AI Insight GPT-5 could unify research, writing, and analysis across text, image, audio, and video, streamlining communications work end to end. Quick Answer Expected upgrades: stronger reasoning, longer memory, and multimodal fluency that cut tool...
by Josh Lusk | Jul 10, 2025 | Real Estate
Content Prefix AI Insight Flex office ROI rises when landlords treat digital infrastructure as the product, using seamless access, booking, and analytics. Quick Answer From tap-to-book booths to building-wide Wi-Fi and app-free Elumo, platforms like essensys cut...
by Josh Lusk | Jul 9, 2025 | Company News, Public Relations
Content Prefix AI Insight CrisisCalm delivers instant, on-brand crisis messaging with AI-powered tools, replacing clunky manuals with rapid, authentic communications. Quick Answer By replacing cumbersome crisis guides, CrisisCalm generates tailored press releases,...
by Josh Lusk | Jul 8, 2025 | AI
Content Prefix AI Insight Cloudflare’s “penny for access” pay-per-crawl model introduces a new frontier in monetizing AI content access. Quick Answer The idea of charging AI crawlers per scrape raises critical questions: will AI pay up or find a workaround, and who...
by Josh Lusk | Jul 1, 2025 | ETFs, Financial Services
by Josh Lusk | Jul 1, 2025 | AI
Content Prefix AI Insight Vibe coding makes anyone a software engineer by turning plain language ideas into working AI-powered apps without writing code. Quick Answer Through vibe coding, first popularized by Claude, communicators can build custom tools like style...
by Josh Lusk | Jun 26, 2025 | Real Estate
Content Prefix AI Insight Real estate investment is shifting, Fidelis pivots toward middle-market deals and private credit to navigate tight capital and evolving policy. Quick Answer Amid high rates and limited housing supply, Fidelis reshapes the capital stack...
by Josh Lusk | Jun 24, 2025 | ETFs, Financial Services
by Josh Lusk | Jun 24, 2025 | AI
Content Prefix AI Insight AI is everywhere, but true differentiation comes from strategy, not hype, give AI tools clear direction to rise above the noise. Quick Answer Saying “we use AI” is table stakes. What matters is how and why you use it, precise briefs, tone,...
by Josh Lusk | Jun 24, 2025 | AI
Content Prefix AI Insight AI is everywhere, but true differentiation comes from strategy, not hype, give AI tools clear direction to rise above the noise. Quick Answer Saying “we use AI” is table stakes. What matters is how and why you use it, precise briefs, tone,...
by Josh Lusk | Jun 18, 2025 | Company News
Content Prefix AI Insight Juneteenth reminds us that freedom is often delayed, not denied, and that resilience teaches dignity when justice lags. Quick Answer Freedom didn’t arrive evenly, Juneteenth marks the moment when liberation became real in Texas, replaying a...
by Josh Lusk | Jun 17, 2025 | AI
Content Prefix AI Insight At Cannes Lions AI shifted from hype to action, with brands deploying real tools to transform content, ads, and communications. Quick Answer From Reddit’s "Community Intelligence" to SiriusXM’s AI audio ads, brands are moving from asking if...
by Josh Lusk | Jun 13, 2025 | Conferences & Events, Healthcare, Public Relations
Content Prefix AI Insight Behavioral health storytelling is evolving with human narratives, GLP-1 breakthroughs, recovery friendly workplaces, and a focus on brain health. Quick Answer Access, medication advances, workplace empathy, and expanded metrics are reshaping...
by Josh Lusk | Jun 13, 2025 | AI
Content Prefix AI Insight Smart homes remain frustrating because they require human micromanagement rather than intuitively responding to behavior and routines. Quick Answer Despite smart locks and bulbs, current systems lack interoperability and context awareness; AI...
by Josh Lusk | Jun 12, 2025 | Real Estate
Content Prefix AI Insight Engineering sustainability in commercial real estate means aligning design with health performance and climate goals while preserving long term value. Quick Answer Sarah Gudeman explores how data benchmarking and integrated design strategies...
by Josh Lusk | Jun 11, 2025 | Financial Services, RIAs
Content Prefix AI Insight Advisor tech marketers succeed when they focus on real value and user experience instead of product hype Quick Answer Advisor tech marketers understand advisors face dual pressures and deliver solutions that save time, simplify work, and...
by Josh Lusk | Jun 10, 2025 | AI
Content Prefix AI Insight OpenAI is turning ChatGPT into an all in one tool with record mode and connectors that streamline workflows and surface insights. Quick Answer Record mode lets users record and summarize chat conversations while connectors enable AI to search...
by Josh Lusk | Jun 3, 2025 | AI
Content Prefix AI Insight A new AI report shows ChatGPT saw 365 billion searches in two years and AI writing is now almost indistinguishable from humans Quick Answer Communicators must rethink content strategy as AI adoption surges across industries, with AI output...
by Josh Lusk | May 29, 2025 | Investor Relations, Real Estate
Content Prefix AI Insight Today’s housing gridlock challenges buyers with rising rates and limited inventory yet guidance tailored to long term goals can help you move forward Quick Answer Carolyn Morganbesser explains that while competing with cash offers is tough...
by Josh Lusk | May 27, 2025 | AI
Content Prefix AI Insight AI’s epic week included major moves from Google, OpenAI, and Anthropic shaping how brands and communicators respond to AI advances. Quick Answer Highlights include Google AI Mode and Veo 3, OpenAI’s $6.5B acquisition of io, and Anthropic’s...
by Josh Lusk | May 22, 2025 | AI
Content Prefix AI Insight Thriving with AI depends more on mindset than technical skill as adaptability self awareness and openness fuel long term success. Quick Answer AI teams should cultivate curiosity mental resilience and learning habits over tool training while...
by Josh Lusk | May 20, 2025 | AI
Content Prefix AI Insight Communicators are best positioned to lead AI transformation because of their command of language and ability to articulate unique organizational needs. Quick Answer Rather than waiting for a unicorn hire organizations should empower...
by Josh Lusk | May 20, 2025 | AI, Cybersecurity, Public Relations
Content Prefix AI Insight RSAC media coverage leaned heavily into cybersecurity narratives but engagement was deepest for nation state threats and AI misuse stories. Quick Answer We found AI had the highest article volume while nation state threats topped engagement,...
by Josh Lusk | May 16, 2025 | AI
Content Prefix AI Insight AI empowers law firms to prioritize client engagement over administrative burden by automating bookkeeping, billing, and expense tracking. Quick Answer Law firms embrace AI for tasks like matching expenses to cases, summarizing key updates,...
by Josh Lusk | May 15, 2025 | Real Estate
Content Prefix AI Insight Multifamily development now emphasizes flexible spaces and sustainable design that support evolving patterns of living working and community. Quick Answer Developers create adaptable environments like convertible meeting to recreation rooms...
by Josh Lusk | May 14, 2025 | Financial Services, Public Relations, RIAs
Content Prefix AI Insight When advisors lead with earned media they embed credibility in every message and turn coverage into client trust and growth. Quick Answer CMOs at top RIAs say that when press becomes part of organic strategy, advisors weave media highlights...
by Josh Lusk | May 13, 2025 | AI, Public Relations
Content Prefix AI Insight Journalists use AI to speed research, uncover story leads, and verify facts while keeping human judgment central. Quick Answer AI assists reporters by scanning large datasets, suggesting sources, and drafting outlines but editorial control...
by Josh Lusk | May 9, 2025 | AI
Content Prefix AI Insight True disruption requires leadership vision that aligns strategy, innovation, and culture to seize emerging opportunities. Quick Answer Disruption thrives when leaders foster adaptability, embrace innovation, and align teams with a shared long...
by Josh Lusk | May 2, 2025 | Conferences & Events, Public Relations, Supply Chain & Logistics
Content Prefix AI Insight Supply chain news moves fast and unpredictably requiring brands to adapt quickly to shape narratives and protect market perception. Quick Answer Effective supply chain PR requires rapid response to unpredictable news cycles ensuring brands...
by Josh Lusk | May 2, 2025 | AI, Supply Chain & Logistics
Content Prefix AI Insight AI transforms inventory management from guesswork into data driven precision improving efficiency accuracy and profitability. Quick Answer Using AI in inventory management enables real time tracking predictive analytics and smarter decisions...
by Josh Lusk | May 1, 2025 | ETFs, Financial Services
by Josh Lusk | May 1, 2025 | Financial Services, ETFs
Content Prefix AI Insight High stakes ETF launches work best when issuers know the investor first align culture to the audience and use earned media to build trust. Quick Answer Start with buyer clarity not ticker match retail or institutional culture and pair...
by Josh Lusk | Apr 30, 2025 | Real Estate
Content Prefix AI Insight Retail is reinventing itself through experiential pop-ups, adaptive reuse, and mixed-use projects, driven by consumer expectations and tenant dynamics. Quick Answer Growth in retail is fueled by grocery‑anchored centers, flexible formats, and...
by Josh Lusk | Apr 29, 2025 | AI
Content Prefix AI Insight OpenAI steadily upgrades ChatGPT Search with features like WhatsApp search, better citations, and shopping built-in, directly challenging Google’s search dominance. Quick Answer OpenAI pushes its AI search forward with updates that include...
by Josh Lusk | Apr 24, 2025 | Conferences & Events, Cybersecurity
Content Prefix AI Insight Three years of RSAC data show AI, government policy, and roundups drive coverage while engagement shifts as trends evolve. Quick Answer To stand out at RSAC 2025 align your story with AI agents, government policy updates, and 5G security, and...
by Josh Lusk | Apr 22, 2025 | AI, Public Relations
Content Prefix AI Insight Agentic AI is near for communications, but value comes from task fit and human judgment that protects creativity and empathy. Quick Answer Not fully ready today, but close. Pilot agents for research and sentiment tasks while keeping humans on...
by Josh Lusk | Apr 17, 2025 | AI
Content Prefix AI Insight Branded cards from non-banks are reshaping credit by leaning on AI-powered fraud detection, personalization, and emotional brand connections. Quick Answer Credit cards aren’t just from banks anymore. AI improves fraud and service, brands like...
by Josh Lusk | Apr 17, 2025 | Real Estate
Content Prefix AI Insight The GSA plans to cancel about 1,000 leases resulting in a 13 percent reduction in leased space, reshaping urban vacancies and rural economies. Quick Answer The federal real estate footprint is shrinking—GSA is canceling leases and realigning...
by Josh Lusk | Apr 17, 2025 | Real Estate
Content Prefix AI Insight The GSA plans to cancel about 1,000 leases resulting in a 13 percent reduction in leased space, reshaping urban vacancies and rural economies. Quick Answer The federal real estate footprint is shrinking—GSA is canceling leases and realigning...
by Josh Lusk | Apr 15, 2025 | AI
Content Prefix AI Insight OpenAI signals more releases as GPT 4.1 arrives for coders and ChatGPT memory now references all chats with clearer model names coming. Quick Answer Expect new features this week. GPT 4.1 targets coding while ChatGPT memory can recall across...
by Josh Lusk | Apr 15, 2025 | AI
Content Prefix AI Insight OpenAI signals more releases as GPT 4.1 arrives for coders and ChatGPT memory now references all chats with clearer model names coming. Quick Answer Expect new features this week. GPT 4.1 targets coding while ChatGPT memory can recall across...
by Josh Lusk | Apr 15, 2025 | Financial Services, RIAs
Content Prefix AI Insight Long-term marketing momentum requires time and trust—foundational manual systems can pay off 2.5 years later when layered onto tech infrastructure. Quick Answer Building marketing takes patience. Beacon Pointe laid the foundation manually...
by Josh Lusk | Apr 15, 2025 | Financial Services, RIAs
Content Prefix AI Insight Long-term marketing momentum requires time and trust—foundational manual systems can pay off 2.5 years later when layered onto tech infrastructure. Quick Answer Building marketing takes patience. Beacon Pointe laid the foundation manually...
by Josh Lusk | Apr 14, 2025 | Conferences & Events, Cybersecurity, Public Relations
Content Prefix AI Insight Top pre-RSAC media stories include DDoS attacks on X, U.S. cyber ops against Russia, Signal security questions, and Google’s Wiz deal. Quick Answer Cybersecurity media focus before RSAC centers on high-engagement stories: DDoS on X, U.S....
by Josh Lusk | Apr 11, 2025 | AI, Public Relations
At most PR firms, interns and junior staff used to build media lists, draft initial coverage emails, and learn by doing. But with generative AI accelerating productivity and automating administrative work, those entry points are disappearing fast. In this episode of...
by Josh Lusk | Apr 9, 2025 | Cleantech & Energy, Conferences & Events
At DISTRIBUTECH 2025, one thing was clear: Utilities are under intense pressure to modernize, decarbonize, and digitize, and they’re actively seeking the right technology partners to get them there. From AI-driven grid automation to microgrids and digital twins, the...
by Josh Lusk | Apr 8, 2025 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know How AI Research Tools Help Communicators Beyond...
by Josh Lusk | Apr 7, 2025 | Public Relations, Real Estate
We’re thrilled to share that Gregory FCA has been named a top real estate public relations agency in the Mid-Atlantic region for the fifth consecutive year by Mid Atlantic Real Estate Journal. This recognition is a testament to the passion, creativity, and hustle our...
by Josh Lusk | Apr 4, 2025 | AI
A robot butler that folds your laundry. A neural net trained on 5% of the global economy. An AI-powered call center agent that sounds nearly human. These are just some of the visions discussed at the HumanX conference, where host Greg Matusky took The Disruption Is...
by Josh Lusk | Apr 3, 2025 | Investor Relations, Real Estate
In this episode of PlotLines, we sit down with Marcus Arredondo, Principal at Edge West Capital, Corporate Managing Director at Savills, and host of the Scales of Success podcast, to take a closer look at two of the most talked-about sectors in commercial real estate:...
by Josh Lusk | Apr 2, 2025 | Conferences & Events, Cybersecurity
Every year, I help clients strategize on how to get in front of media at RSAC. Some are launching products, others are presenting new research, but all want to get the boost in trust, credibility, and visibility that come with top-tier media coverage. What I tell...
by Josh Lusk | Apr 2, 2025 | Financial Services, RIAs
Modern financial advisor marketing thrives on hard data and real emotion. Terra McBride, Chief Marketing Officer, Prime Capital Financial, and Crystal Mathis, Chief Marketing Officer and Partner at SignatureFD, have built marketing engines at their firms that track...
by Josh Lusk | Apr 1, 2025 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know AI Image Generation Takes a Leap Forward With last...
by Josh Lusk | Mar 28, 2025 | AI
From AI bots canceling your subscriptions to hedge funds eliminating Excel grunt work, tedious tasks of all kinds are on the chopping block. At the same time, AI is bringing new levels of quality to everything from infrastructure to market analysis. In this special...
by Josh Lusk | Mar 25, 2025 | ETFs, Financial Services
by Josh Lusk | Mar 25, 2025 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know Claude Gets Access to the Internet It finally...
by Josh Lusk | Mar 21, 2025 | AI
A CEO can tell you exactly how much revenue their top product generated last quarter. But ask them how fast their workforce can respond to change or adopt new tools like AI, and you’ll often get vague answers or silence. Rasmus Holst, CEO of Zensai, wants to change...
by Josh Lusk | Mar 20, 2025 | Real Estate
PlotLines is back for Season Three, and we’re kicking things off with a deep dive into the future of office, mixed-use, and adaptive reuse with Rich Gottlieb, President and COO of Keystone. As the commercial real estate market continues to adapt, the conversation...
by Josh Lusk | Mar 19, 2025 | Financial Services
For financial services marketers, there is strength in community. The business of delivering financial advice has grown in complexity in recent years. While each advisory firm is unique, more and more professionals are starting to compare notes and realize they are...
by Josh Lusk | Mar 18, 2025 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know All Eyes on Nvidia at GTC 2025 This week, the tech...
by Josh Lusk | Mar 14, 2025 | AI
For some executives, AI is still a futuristic tool. For others, it’s changing how they operate their business today. The difference is stark: Businesses that have moved fast are improving efficiency, gaining market share, and redefining entire industries. Ryan...
by Josh Lusk | Mar 13, 2025 | Financial Services, RIAs
You’ve built a great firm. But is your marketing keeping up with your growth goals? Most RIAs rely on referrals and the reputations of their founders to bring in business. These are core to a firm’s growth, but after a certain point, advisors need to do more. The most...
by Josh Lusk | Mar 11, 2025 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know The Value of Learning AI Now Our team keeps a list of...
by Josh Lusk | Mar 7, 2025 | AI
AI’s rapid expansion is forcing a massive rethink of digital infrastructure. The explosion in demand for compute power is driving new data center development, reshaping energy markets, and sparking creative ideas like putting servers on the moon. On The Disruption Is...
by Josh Lusk | Mar 4, 2025 | AI, Conferences & Events
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know Takeaways From the AI Horizons Conference Last week,...
by Josh Lusk | Mar 3, 2025 | Financial Services, RIAs
You’re ready to go beyond DIY marketing and invest in your firm’s growth. So what should you do first? We asked this question to Angela Giombetti of Wealthspire Advisors and Jason Gordo of Modern Wealth Management on our first episode of Marketing Matchup. Their...
by Josh Lusk | Feb 28, 2025 | AI
A year ago, AI was an experiment. Now, it’s redefining workflows, reshaping industries, and forcing companies to rethink how they operate. The HumanX conference, happening March 9-13 in Las Vegas, is the place to see this shift in real time. With speakers from OpenAI,...
by Josh Lusk | Feb 25, 2025 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know New Claude Model Integrates Reasoning, Thinks Longer...
by Josh Lusk | Feb 20, 2025 | Real Estate
Why has healthcare real estate become one of the most sought-after asset classes in commercial real estate? In this episode of PlotLines, Heather and Britni sit down with Katy Lincoln, Founder and Owner of Lincoln Holdings, to break down why investors are making big...
by Josh Lusk | Feb 18, 2025 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know How Deep Is Your Research? If you’re counting at home,...
by Josh Lusk | Feb 11, 2025 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know How AI is Changing Journalism’s Storytelling Process...
by Josh Lusk | Feb 7, 2025 | AI, Supply Chain & Logistics
For decades, logistics was the invisible engine behind global commerce. Now, it’s center stage, driving conversations in boardrooms and policy discussions alike. AI is accelerating this shift, giving supply chain leaders the power to optimize operations and build...
by Josh Lusk | Feb 6, 2025 | Real Estate
How is the construction industry adapting to rising costs, labor shortages, and shifting market demands? In this episode of PlotLines, Heather and Britni sit down with Lauren Talley, Owner and Principal of Cobalt Construction Consulting, to discuss the challenges and...
by Josh Lusk | Feb 4, 2025 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know OpenAI Pulls Back Ahead in AI Race with New Model,...
by Josh Lusk | Jan 28, 2025 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know What to Make of DeepSeek, the Chinese AI Company...
by Josh Lusk | Jan 28, 2025 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know What to Make of DeepSeek, the Chinese AI Company...
by Josh Lusk | Jan 23, 2025 | AI, Conferences & Events, Consumer Tech, Public Relations
The number one tech underpinning so many of the gadgets and top products at CES 2025 was (of course) AI. Artificial intelligence touched everything as companies promised better functionality and customer experiences for everything from neurotech to home automation,...
by Josh Lusk | Jan 23, 2025 | Cleantech & Energy, Conferences & Events
A massive truck rolled onto the show floor at CES 2025 last week. It was hard to miss the modified Jeep with its military-style body and off-road tires. But the real fascination was inside. The vehicle — the Reluctance from Stryten Energy — held enough...
by Josh Lusk | Jan 23, 2025 | Investor Relations, Real Estate
What role do credit unions play in today’s mortgage market, and how are they helping homebuyers navigate high rates and rising prices? In this episode of PlotLines, Heather and Britni sit down with Todd Newpher, Mortgage Origination Manager at PSECU, to explore the...
by Josh Lusk | Jan 21, 2025 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know OpenAI Starts the AI Agent Brigade By many accounts,...
by Josh Lusk | Jan 14, 2025 | AI, Public Relations
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know How Communicators are Using AI and What May Change We...
by Josh Lusk | Jan 10, 2025 | Conferences & Events, Consumer Tech, Health Tech
Every January our team is on the ground in Las Vegas, helping clients connect with reporters, fuel their social channels, and create content. We also send a team to attend keynotes and scour the show floor for trends in technology and storytelling, including what the...
by Josh Lusk | Jan 9, 2025 | Real Estate
How do the spaces we live and work in shape our cities, and what does the future hold for the built environment? In the first PlotLines episode of 2025, Heather and Britni sit down with Amit Egan Datwani, Founder and Chief Consultant of Global Consulting Organization,...
by Josh Lusk | Jan 7, 2025 | AI, Conferences & Events
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know CES is All About AI. Here’s What to Know Welcome back...
by Josh Lusk | Dec 20, 2024 | AI, Financial Services, FinTech
Wealth management is teetering between cautious adoption and total transformation around AI. But the firms that succeed won’t rely on generic tools. They’ll embrace AI tailored to their strategies and clients’ needs. Spenser Segal, Founder and CEO of ActiFi, joins...
by Josh Lusk | Dec 18, 2024 | Real Estate
How is technology transforming multifamily amenities to bring convenience to resident lifestyles? In this episode of PlotLines, Heather and Britni are joined by Jonathan Treble, Founder and CEO of WithMe, Inc., to explore how functional, resident-focused solutions are...
by Josh Lusk | Dec 17, 2024 | AI, Content Marketing, Public Relations
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! Note: We’ll be off for the next two weeks and start back up again on Jan. 7....
by Josh Lusk | Dec 17, 2024 | Cybersecurity, Public Relations
Journalists hear countless pitches, but only a few stand out. This year, we spoke with top cybersecurity reporters about what they really want — and what they don’t. If you’re looking to improve your media strategy and get your stories noticed in 2025, here’s some of...
by Josh Lusk | Dec 13, 2024 | AI
Generative AI is becoming a pivotal tool for marketers and communicators, who are using it to turn raw data into actionable insights. On the latest episode of The Disruption Is Now, Jeff Fleischman, Chief Marketing Officer at Altimetrik, joins host Greg Matusky to...
by Josh Lusk | Dec 10, 2024 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know Unboxing the 12 Days of OpenAI (so far) ♪𝅘𝅥𝅮 On the...
by Josh Lusk | Dec 6, 2024 | AI, FinTech
Community banks are using AI to outmaneuver financial giants and traders are tapping into blockchain to access strategies once reserved for hedge funds. On another episode of The Disruption is Now from the floor of Money2020, host Greg Matusky speaks with: Glenn...
by Josh Lusk | Dec 3, 2024 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know AI Increasingly Used to Help Combat Climate Change...
by Josh Lusk | Dec 2, 2024 | Real Estate
How are shifting consumer behaviors and business strategies reshaping retail and office leasing? In this episode of PlotLines, Heather and Britni sit down with Amanda Warner, Founder and Principal of 248 Advisors, to explore the intricate dynamics of retail and office...
by Josh Lusk | Nov 26, 2024 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know ChatGPT Turns 2 — Here’s How AI Has Grown Saturday...
by Josh Lusk | Nov 22, 2024 | AI, Financial Services
Experian built an AI tool that allows data scientists to interact with Experian’s data assets using natural language. In a way that wasn’t possible before, it puts deep data insights in users’ hands more intuitively, without a heavy reliance on...
by Josh Lusk | Nov 21, 2024 | Cybersecurity, Public Relations
Lawrence Abrams, Owner and Editor-in-Chief of BleepingComputer, has spent two decades guiding what has become a must-read source of security news. He was kind enough to answer some of my questions about what he looks for in research, trends he’s tracking, and how to...
by Josh Lusk | Nov 19, 2024 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know Momentum Building for 2025 to Be the Year of the AI...
by Josh Lusk | Nov 15, 2024 | AI
Small businesses often lack access to the advanced tools that help larger companies thrive. GoDaddy is changing that by integrating generative AI into its offerings, allowing small business owners to better manage and grow their companies. In a special edition of The...
by Josh Lusk | Nov 14, 2024 | Investor Relations, Real Estate
How does preserving historic landmarks shape a city’s future? In this episode of PlotLines, Heather and Britni are joined by Jonathan Burton, Director of Development for the Independence Historical Trust, to explore the important intersection between historic...
by Josh Lusk | Nov 12, 2024 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know Does Your Brand Need a Chatbot? Last week, the...
by Josh Lusk | Nov 8, 2024 | AI
An advisor concludes a client meeting, and instantly, AI transcribes the conversation, updates the CRM, and drafts personalized follow-up emails, all without manual input. This is just one of the ways AI is helping financial advisors do more on behalf of their...
by Josh Lusk | Nov 5, 2024 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know ChatGPT Ushers in a New Era of Search Engines Last...
by Josh Lusk | Nov 1, 2024 | AI
Companies that hesitate to invest in AI risk falling behind. That was one of the main messages from Charles Morris, Chief Data Scientist for Financial Services at Microsoft, in part 2 of a special episode of The Disruption Is Now. Host Greg Matusky sat down with...
by Josh Lusk | Oct 31, 2024 | Investor Relations, Real Estate
What are the latest shifts shaping the suburban housing market and how can consumers make informed decisions? In this episode of PlotLines, co-hosts Heather and Britni are joined by Kathy McQuilkin and Eric Rehling, REALTOR® members with Tri-County Suburban REALTORS®,...
by Josh Lusk | Oct 30, 2024 | Cybersecurity, Public Relations
Derek B. Johnson is an award-winning reporter who currently covers cybersecurity, elections, and federal policy for CyberScoop. He’s also frank in his advice about what stories catch his eye and what expert commentary falls flat. In this Q&A, Derek shares his...
by Josh Lusk | Oct 29, 2024 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know How Much Better Can AI Make You? Artificial...
by Josh Lusk | Oct 28, 2024 | Financial Services
In this contributed article for SuperReturn, our London office colleague Amisha Mehta explores why differentiation will an important driver of success for private equity firms in 2025 and how they can make themselves stand out. In an increasingly crowded private...
by Josh Lusk | Oct 25, 2024 | AI, Financial Services
At the Advise AI conference in Las Vegas, there were countless examples of how AI is making advisors’ lives easier. In part one of a special episode of The Disruption Is Now, host Greg Matusky sits down with three leaders at the forefront of AI in wealth...
by Josh Lusk | Oct 22, 2024 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know Gartner Predicts Where AI Is Headed in 2025 and Beyond...
by Josh Lusk | Oct 18, 2024 | AI
Startups aren’t taking years to launch anymore. With AI, it’s happening in months. In a candid conversation on The Disruption Is Now, Frazer Anderson, Partner at Vestigo Ventures, shares how Hatz AI turned an idea into a market-ready product in just four...
by Josh Lusk | Oct 17, 2024 | Investor Relations, Real Estate
Why is affordable housing one of the most misunderstood investment opportunities in real estate? In this episode of PlotLines, co-hosts Heather and Britni sit down with Mike Lohmeier, Chief Investment Officer at IMPACT Community Capital, to uncover the...
by Josh Lusk | Oct 15, 2024 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know Why Understanding AI Video is Key … Even if You Don’t...
by Josh Lusk | Oct 11, 2024 | AI
Digital banking has distanced customers from their banks, eroding personal connections once forged in branches. This gap is costing banks billions in lost opportunities and weakened relationships. But AI could reignite connections between banks and their customers....
by Josh Lusk | Oct 8, 2024 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know How OpenAI’s Canvas Gives Communicators an Extra Hand...
by Josh Lusk | Oct 4, 2024 | AI
Insurers are using AI to digest new data points that help predict risk. Educators have a prime opportunity to put AI to work in the classroom to advance students’ learning. AI is helping regions like Southeast Asia close longstanding technology gaps faster than anyone...
by Josh Lusk | Oct 3, 2024 | Investor Relations, Real Estate
In this special recap episode of PlotLines, co-hosts Heather and Britni take a moment to reflect on Season One of the podcast, revisiting some of the most engaging and insightful discussions they’ve had with real estate leaders. The episode kicks off with Heather and...
by Josh Lusk | Oct 1, 2024 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know Renewable Energy Sources Support AI Demand As the...
by Josh Lusk | Sep 27, 2024 | AI
While cyber security dominates headlines, the physical security industry quietly faces its own challenges. Manpower shortages, rising costs, and safety risks for guards leave many organizations vulnerable. Traditional methods struggle to keep up. Now, AI-driven drones...
by Josh Lusk | Sep 26, 2024 | Cybersecurity, Public Relations
Everyone wants their own DBIR. The ubiquitous annual report from Verizon is one of the most widely known and cited cybersecurity reports, spawning headlines and conversations as soon as it’s released. Original research is indeed one of your best bets for attracting...
by Josh Lusk | Sep 24, 2024 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know Sam Altman Describes ‘The Intelligence Age’ If you’re...
by Josh Lusk | Sep 24, 2024 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know Sam Altman Describes ‘The Intelligence Age’ If you’re...
by Josh Lusk | Sep 23, 2024 | Financial Services, Public Relations
The best pitch Paul Lim ever received was two sentences long. Paul, once a reporter at top-tier publications and columnist at The New York Times, saw his share of good and bad pitches, as well as the ways financial services executives position themselves as trusty...
by Josh Lusk | Sep 23, 2024 | Financial Services, Public Relations
The best pitch Paul Lim ever received was two sentences long. Paul, once a reporter at top-tier publications and columnist at The New York Times, saw his share of good and bad pitches, as well as the ways financial services executives position themselves as trusty...
by Josh Lusk | Sep 23, 2024 | AI, Conferences & Events
AI is rewriting the rules in just about every industry. Nowhere was this more apparent than at Ai4 in Las Vegas, where Greg Matusky, host of The Disruption Is Now Podcast, talked to some of the entrepreneurs, researchers, and other experts to ask them what’s happening...
by Josh Lusk | Sep 23, 2024 | AI, Conferences & Events
AI is rewriting the rules in just about every industry. Nowhere was this more apparent than at Ai4 in Las Vegas, where Greg Matusky, host of The Disruption Is Now Podcast, talked to some of the entrepreneurs, researchers, and other experts to ask them what’s happening...
by Josh Lusk | Sep 19, 2024 | Real Estate
How can understanding REITs transform your investment strategy? In this episode of PlotLines, co-hosts Heather and Britni sit down with David Auerbach, Chief Investment Officer at Hoya Capital, to explore the critical role that education plays in the world of REIT...
by Josh Lusk | Sep 17, 2024 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know What They’re Saying About OpenAI o1 OpenAI needs some...
by Josh Lusk | Sep 13, 2024 | AI, Conferences & Events
Jordan “DJ Swivel” Young has sold 200 million records and worked with artists from Beyonce to The Chainsmokers. Now, he’s using voice cloning technology to reshape how music is made and licensed at Hooky. Dr. Giovanni Malloy and Dr. Travis Trammell of Aerospace...
by Josh Lusk | Sep 10, 2024 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know Can AI Optimization Improve Your Brand’s Visibility?...
by Josh Lusk | Sep 5, 2024 | Real Estate
What’s driving market fluctuations, how does this impact the REIT universe and how can REITs best position themselves for success? In this episode of PlotLines, co-hosts Heather and Britni are joined by Ron Bohlert, Director of Real Estate at the New York Stock...
by Josh Lusk | Sep 3, 2024 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know How the Journalists You Pitch Are Using AI AI is often...
by Josh Lusk | Aug 27, 2024 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know How Tech Companies Aim to Solve the AI Power Problem...
by Josh Lusk | Aug 22, 2024 | Conferences & Events, Content Marketing, Cybersecurity, Public Relations
The most shared story around RSAC this year wasn’t an article in TechCrunch or Wired or Dark Reading. It wasn’t anything written by a reporter. It was the FBI’s agenda for the show — sessions led by its spokespeople and what was happening at its booth. It had 493...
by Josh Lusk | Aug 22, 2024 | Real Estate
How can investors make the most of 1031 exchanges in today’s challenging real estate environment? In this episode of PlotLines, co-hosts Heather and Britni are joined by Ed Fernandez, President and CEO of 1031 Crowdfunding, to explore the strategic advantages of...
by Josh Lusk | Aug 20, 2024 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know This Is Your AI Speaking … OpenAI has begun rolling...
by Josh Lusk | Aug 13, 2024 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know How We Should Consider AI Training Growing up, almost...
by Josh Lusk | Aug 13, 2024 | AI, Company News, Public Relations
One of the world’s first public relations agencies to become AI-enabled has completed a study of the impact of generative AI technologies on productivity. Gregory FCA, the 36th largest PR firm in the U.S., has discovered that the safe and effective deployment of...
by Josh Lusk | Aug 8, 2024 | Real Estate
Did you know veterinary real estate is an emerging sector with significant investment potential? Often overlooked, this niche market is gaining traction, and in this episode of PlotLines, we delve into the intricacies with Dan Eisenstadt, Founder and CEO of Terravet...
by Josh Lusk | Aug 8, 2024 | Real Estate
Did you know veterinary real estate is an emerging sector with significant investment potential? Often overlooked, this niche market is gaining traction, and in this episode of PlotLines, we delve into the intricacies with Dan Eisenstadt, Founder and CEO of Terravet...
by Josh Lusk | Aug 6, 2024 | AI
Each week we’ll gather headlines and tips to keep you current with how generative AI affects PR and the world at large. If you have ideas on how to improve the newsletter, let us know! What You Should Know Why Communicators Are Best Suited for CAIO Roles The...
by Josh Lusk | Aug 2, 2024 | AI, Public Relations
AI is transforming the PR industry in ways many leaders haven’t fully grasped yet. Employees on the ground are driving this change, often without the knowledge or guidance of their bosses. This grassroots adoption of AI tools brings both incredible opportunities...
by Josh Lusk | Aug 2, 2024 | AI, Public Relations
AI is transforming the PR industry in ways many leaders haven’t fully grasped yet. Employees on the ground are driving this change, often without the knowledge or guidance of their bosses. This grassroots adoption of AI tools brings both incredible opportunities...
by Josh Lusk | Aug 2, 2024 | Cybersecurity, Public Relations
I’ve been following Mike Farrell’s reporting for years, from his time at the Boston Globe to POLITICO to CyberScoop. So when I saw he was launching a new media outlet called Compiler, I was eager to see what he had up his sleeve. Launched in 2024, Compiler is focused...
by Josh Lusk | Aug 2, 2024 | Cybersecurity, Public Relations
I’ve been following Mike Farrell’s reporting for years, from his time at the Boston Globe to POLITICO to CyberScoop. So when I saw he was launching a new media outlet called Compiler, I was eager to see what he had up his sleeve. Launched in 2024, Compiler is focused...
by Josh Lusk | Jul 31, 2024 | Conferences & Events, Cybersecurity
It feels like we barely wrapped up RSAC and here’s Black Hat, starting on Saturday, August 3. We compiled some advice for both veterans and rookies of the show. AI is the elephant in the room One of the big themes, obviously, is AI, and in a nod to its ubiquity, Black...
by Josh Lusk | Jul 30, 2024 | AI
What You Should Know What’s Happening With AI Search? OpenAI is adding a new function for its Swiss Army tool, ChatGPT. Thursday, the company announced it was testing SearchGPT, “a temporary prototype of new AI search features that give you fast and timely answers...
by Josh Lusk | Jul 26, 2024 | AI
Office productivity tools can decrease IQ by 15-20% — an effect that has a half life of 6-8 hours and doesn’t fully resolve for 20 hours. They require you to use part of your brain that involves spatial reasoning and therefore carry a high cognitive load. AI, on the...
by Josh Lusk | Jul 25, 2024 | Real Estate
How does real estate thrive in the polarizing markets of New York and Florida? In this episode of PlotLines, Heather and Britni sit down with Matt Connors, Vice President of Development at Sinatra & Company Real Estate, to explore the unique challenges and...
by Josh Lusk | Jul 23, 2024 | AI
What You Should Know How the Paris Olympics Plan to Leverage AI The 2024 Paris Olympics will kick off opening ceremonies on Friday. The landmark event for athletic prowess will feature several AI applications that the International Olympic Committee hopes will be...
by Josh Lusk | Jul 18, 2024 | AI, Public Relations
AI continues to pick up new capabilities that support the work of PR, but these systems still have shortcomings and limitations. To get a clearer view of the landscape, Greg Matusky hosted Darryl Sparey, Managing Director and co-founder of Hard Numbers, a U.K.-based...
by Josh Lusk | Jul 16, 2024 | AI
Editor’s note: Our little newsletter turns one this week! Thanks for following along, whether you’ve been reading since last July or just started subscribing. Hopefully it has provided some insight on how AI is affecting PR and communications. We’re open to change, so...
by Josh Lusk | Jul 12, 2024 | AI
AI often feels like a mystical black box, shrouded in complex jargon and technical obscurities. The companies that find real value in AI are the ones that strip away the mystique and focus on practical, everyday applications. In a recent episode of The Disruption is...
by Josh Lusk | Jul 11, 2024 | Investor Relations, Real Estate
In today’s fluctuating real estate market, REITs are a hot topic, often portrayed with conflicting headlines. With narratives swinging between “Now is the best time to buy REITs” and “Wall Street hates REITs like it’s 2009,” where...
by Josh Lusk | Jul 9, 2024 | AI
What You Should Know Big AI vs. small AI While we wait for GPT-5 and other next-generation large language models, tech companies are busy releasing small and medium language models that are faster to train and run. Smaller models often require less training data...
by Josh Lusk | Jul 2, 2024 | AI
What You Should Know AI Takes Center Stage in Streaming the Paris Games The Olympics will be underway in Paris in just over three weeks, and streamers will get customized daily recaps from Al Michaels through the lens of AI. NBC will make the recaps available in its...
by Josh Lusk | Jun 21, 2024 | AI
Creativity has long been considered the last bastion of human superiority over machines. Some consider artificial intelligence (AI) a threat to that human skill, but it can actually be a thought partner instead of a replacement. This episode of The Disruption Is Now...
by Josh Lusk | Jun 18, 2024 | AI
Headlines You Should Know AI in Focus at Cannes Lion 2024 Artificial Intelligence (AI) is a central topic at the Cannes Lions International Festival of Creativity in the French Riviera, with numerous discussions and events dedicated to exploring its impact on...
by Josh Lusk | Jun 14, 2024 | AI
When you think of the epicenters of artificial intelligence and robotics, places like Silicon Valley or Boston likely come to mind. Pittsburgh has also carved out a niche as a hub for AI innovation, specializing in autonomous vehicles. Many in the AI talent pool come...
by Josh Lusk | Jun 13, 2024 | Investor Relations, Real Estate
Did you know that an increasing number of homeowners are opting to live in communities managed by an association? Recent stories often highlight the negative aspects, painting a grim picture of community associations. Headlines about HOA nightmares and contentious...
by Josh Lusk | Jun 7, 2024 | AI, Public Relations
AI can double your content output and reduce social media prep time from days to hours, but it still can’t write a decent media pitch. Michael Smart, the “czar of PR” and CEO of Michael Smart PR, joins Greg Matusky to explore this paradox in the latest episode...
by Josh Lusk | Jun 4, 2024 | AI
Headlines You Should Know Using AI to Combat Misinformation Last week, the United Nations held its annual AI for Good Summit, which focused on fighting AI misinformation with AI. Tech companies are also trying to raise awareness of the issue and keep their...
by Josh Lusk | May 31, 2024 | AI
AI can make communicators more efficient at many tasks, but one assignment beyond the jagged edge of AI capabilities has been pitching the media. AI-written pitches often miss the mark for a variety of reasons, but future AI advances could finally thread the needle. ...
by Josh Lusk | May 30, 2024 | Conferences & Events, Public Relations, Supply Chain & Logistics
The last-mile and home delivery industry is undergoing rapid transformation, driven by emerging technologies and escalating consumer expectations for fast and convenient commerce experiences. Trends like micro-fulfillment centers, sustainable last-mile fleets, and...
by Josh Lusk | May 30, 2024 | Investor Relations, Real Estate
Is the office market really in a state of “financial upheaval?” Recent headlines paint a bleak picture of the office market. The Wall Street Journal highlights office loans defaulting to near historic levels, and on the flipside, Forbes declares 2024 the year of...
by Josh Lusk | May 28, 2024 | AI
Headlines You Should Know Journalism’s Evolution Continues as More Newsrooms Get in on AI Deals There seem to be two distinct routes newsrooms take with AI these days: licensing deals or litigation. The New York Times is the standout example of the latter while more...
by Josh Lusk | May 23, 2024 | AI
Generative AI has been dubbed the next industrial revolution, promising to be a bedrock technology that startups can build around to solve business and societal problems. These startups have already played a role in reinventing Pittsburgh — a city once known as an...
by Josh Lusk | May 21, 2024 | AI
Headlines You Should Know Flurry of AI Releases Shows the Most Important Factor Is … You Over the past week, OpenAI, Google, and Microsoft all promoted their latest AI technology. At Google I/O, presenters used the term more than 120 times in the two-hour keynote...
by Josh Lusk | May 21, 2024 | Investor Relations, Real Estate
As communications specialists, we know that people consume news differently today than they have historically and that we live in an age when news floods our feeds relentlessly. Sometimes it’s wanted, others not. Sometimes it’s accurate, others not. It’s...
by Josh Lusk | May 15, 2024 | Company News, Financial Services, Public Relations
Combined Firm Is Now 6th Largest U.S. Financial Services PR Agency and 36th Overall PHILADELPHIA & BOSTON — May 14, 2024 — Gregory FCA, one of the nation’s top 40 largest public relations firms, has acquired BackBay Communications, a specialized financial...
by Josh Lusk | May 14, 2024 | AI
Headlines You Should Know OpenAI Dropped a New Model. Here’s What it Means for Communicators In an Apple-esque livestream Monday, OpenAI unveiled its newest model, GPT-4o. The “omni” model aims to perform better across all mediums — text, audio, and video — and inch...
by Josh Lusk | May 10, 2024 | AI
Most artists fear AI will render their skills obsolete, devalue their work, and steal their creations to use them as training data. Chad Gerber, a musician with platinum and gold records in multiple genres, has a different mindset when it comes to technology and...
by Josh Lusk | May 7, 2024 | AI
Headlines You Should Know How to Maintain Control and Confidence in the AI Age With the promise of time savings and efficiency, it’s easy to associate AI with automation. The power of AI challenges long-standing workflows and demands a recalibration that makes us...
by Josh Lusk | May 2, 2024 | AI
Financial services may not seem like an industry ripe for AI disruption considering the regulations and sensitive customer data at play. John O’Connell, Founder and CEO of The Oasis Group, however, sees plenty of opportunity. O’Connell’s firm brings technology to...
by Josh Lusk | Apr 30, 2024 | AI
Headlines You Should Know Is Journalism Creating a Playbook for AI Integration? Historically challenged by changes to technology and business models, the journalism industry may be showing the larger communications field a blueprint for adopting AI. The AI...
by Josh Lusk | Apr 26, 2024 | AI
Many view the disruptive power of AI as a threat. It’s shifting the role of employees, transforming companies, and pushing entire industries in new directions. There’s a lot of uncertainty about what the future looks like. But the real danger lies not in the...
by Josh Lusk | Apr 23, 2024 | AI
Headlines You Should Know Prompt Engineering Makes a Comeback … Sort of The torrid pace of AI development means there’s no clear playbook for how to use these tools, and best practices can change at the drop of a hat. In the early days (of November 2022), the term...
by Josh Lusk | Apr 16, 2024 | AI
Headlines You Should Know How to Keep AI From Being a Buzzword Seasoned communications professionals’ eyes gloss over at overused, empty jargon like “strategic direction,” “value-added,” “synergy,” and “game-changer.” A new one is quickly joining the list:...
by Josh Lusk | Apr 16, 2024 | AI
Headlines You Should Know How to Keep AI From Being a Buzzword Seasoned communications professionals’ eyes gloss over at overused, empty jargon like “strategic direction,” “value-added,” “synergy,” and “game-changer.” A new one is quickly joining the list:...
by Josh Lusk | Apr 12, 2024 | AI
Public speaking is often said to be more frightening than death. And the reason why it’s so scary is that most people lack experience and skill at presenting their ideas eloquently, out loud, in front of a crowd. Public speaking is a learned skill, but hiring a...
by Josh Lusk | Apr 9, 2024 | Company News, Public Relations, Real Estate
by Josh Lusk | Apr 9, 2024 | AI
Headlines You Should Know Congratulations, You’re Now a Director First, AI was just generating the written word. Then images. AI audio is still trending upward. Now, video is the next frontier of AI content creation coming soon to a computer near you. This morning,...
by Josh Lusk | Apr 5, 2024 | AI
AI is reworking the compliance process for marketers in financial services. Instead of the usual back and forth edits with the compliance team once content is complete, marketers can have AI whispering compliance tips in their ear as they’re drafting. That’s exactly...
by Josh Lusk | Apr 2, 2024 | AI
Headlines You Should Know More Ads are Coming to AI Tools How many ads do you think you see in a day? Some studies claim it’s as high as 10,000, but one researcher sought to debunk that last year and counted 93 (with the admission that more were likely missed). Ads...
by Josh Lusk | Mar 28, 2024 | AI
The start of a new client engagement can be a lot of work for financial advisors. They need to quickly get up to speed on where that person stands financially and start delivering advice and a plan for reaching their goals. Now AI is helping advisors complete that...
by Josh Lusk | Mar 26, 2024 | AI
Headlines You Should Know AI Spreads its Wings in the Media and Advertising Many news organizations are starting to turn to generative AI for content generation, especially those with smaller headcounts due to layoffs. We’ve seen what can go wrong when publishers...
by Josh Lusk | Mar 22, 2024 | AI
The future of AI is human-centered, with generative AI models trained for active listening and reading between the lines of a conversation. That’s what Michelle Zhou, Co-Founder and CEO of Juji, is building. With a Ph.D. from Columbia, more than 100 scientific papers...
by Josh Lusk | Mar 19, 2024 | AI
Headlines You Should Know Develop Your Playbook to Start Reaping AI’s Benefits There’s now a social network exclusively for bots. OnlyBots (yes, it appears to be SFW) lets you create your own bot, but you can’t manually post. The only thing for a human to do is...
by Josh Lusk | Mar 15, 2024 | AI
Generative AI tools for creating video, music, and 3D images could democratize creativity like never before. Tim Simmons, creator of Theoretically Media, has been chronicling generative AI advances in his YouTube videos, showing how they’re giving individual creators...
by Josh Lusk | Mar 12, 2024 | AI
Headlines You Should Know AI’s Role in Content Manipulation Have you been sleuthing to find out what happened with Princess Kate’s Mother’s Day photo like the rest of the internet? TMZ is on the case, and it reports AI likely wasn’t the culprit of the photo’s...
by Josh Lusk | Mar 8, 2024 | Agency/Culture
Inspiring Career Advice for the Next Generation of Women Leaders in PR On International Women’s Day, we want to recognize and celebrate Gregory FCA’s incredible women leaders and share their best advice for women growing their careers. At Gregory FCA,...
by Josh Lusk | Mar 8, 2024 | AI
You’ve heard the fear-mongering about AI coming for creative jobs. That take ignores that creative professionals are essential to the equation and often the best equipped to mine the benefits of generative AI. In the latest episode of The Disruption Is Now...
by Josh Lusk | Mar 5, 2024 | AI
Headlines You Should Know How will OpenAI Fend Off Mounting Lawsuits? Create a big enough lead in the AI race, and you put a target on your back. That’s what OpenAI CEO Sam Altman is realizing as the lawsuits mount against his company. First, it was the New York...
by Josh Lusk | Mar 1, 2024 | AI
The age of machine-generated media is upon us, and its implications are as promising as they are alarming. AI tools now create news articles, audio clips, images, videos, and more with increasing sophistication. This technological leap brings affordable, scalable...
by Josh Lusk | Feb 27, 2024 | AI
Headlines You Should Know Why AI Tools Need Your Skills News publications, corporations, the public, and even lawyers are increasingly turning to AI to produce content. If any of those entities don’t value quality, unchecked AI outputs have the potential to be...
by Josh Lusk | Feb 23, 2024 | AI
Estate planning is an infamously complex and arduous process. It hinges on opaque legal jargon and ever-changing tax laws, requiring most people to retain experts in finance, law, insurance, and accounting to cover all their bases. Sounds like a job for AI. Vanilla,...
by Josh Lusk | Feb 22, 2024 | AI
ChatGPT got a memory. Google launched Gemini 1.5. OpenAI showed off the videos created by its new text-to-video model, Sora. All in the space of a few days. AI tools and breakthroughs continue to arrive at a feverish pace, leaving many unsure where to get started....
by Josh Lusk | Feb 20, 2024 | AI
Headlines You Should Know New AI Tools, New Ethics Questions There’s a quote that goes back to the French Revolution, although it’s often attributed to prominent world leaders and, uh, ::checks notes:: Spider-Man. With great power comes great responsibility. The...
by Josh Lusk | Feb 13, 2024 | AI
Headlines You Should Know Weeding Through the AI Chatbots It was inevitable that OpenAI would have a target on its virtual back, considering how strong a performance it had out of the gates in November 2022. Now there are plenty of alternatives as niche tools enter...
by Josh Lusk | Feb 9, 2024 | AI
AI is ready to change the way brands engage and retain audiences, elevating customer experiences with more personalized interactions. That’s what Mike Gadsby, Co-founder and Chief Innovation Officer at O3 World, has been working on, and in this episode of The...
by Josh Lusk | Feb 7, 2024 | ETFs, Financial Services, Public Relations
Whether it’s your first or fiftieth ETF launch, you can draw from a wide range of marketing and PR strategies to drive attention to your fund before, during, and after launch day. The work of building awareness should start weeks, if not months, before the launch of...
by Josh Lusk | Feb 6, 2024 | AI
Headlines You Should Know Microsoft Wants to Use AI to Save Journalism As a former reporter, it’s been painful to watch the bloodletting in newsrooms across the country over the past few weeks. Any journalist knows that job security is nonexistent in that field, but...
by Josh Lusk | Jan 30, 2024 | Public Relations
How you respond to a crisis or pending issue can be the difference between salvaging a brand’s reputation and witnessing its downfall. Whether a scandal, negative media coverage, disappointing financial performance, or unforeseen disaster, crises are an inevitable...
by Josh Lusk | Jan 30, 2024 | AI
Headlines You Should Know How Will Copyright Work in the Age of AI? There’s a solid argument to be made that this year’s AI innovations could be overshadowed by arguments over the fair use of content that becomes training data and the ownership of AI outputs. The...
by Josh Lusk | Jan 29, 2024 | AI
ChatGPT exploded into the world and democratized AI in a way no product had before. But AI has been advancing for decades, and enterprise AI adoption was quietly accelerating long before ChatGPT. Now it’s stepping into the spotlight. In this episode of The...
by Josh Lusk | Jan 25, 2024 | Company News, Public Relations, Real Estate
Britni Ackrivo, Senior Vice President at Gregory FCA, was named the 2023 Commercial Property Executive (CPE) Influence Award Gold winner in the Rising Star category in a January 18 virtual award ceremony. This esteemed award celebrates Britni’s exceptional leadership...
by Josh Lusk | Jan 23, 2024 | AI
The PR industry as we know it will be completely upended within five years. As hard as that is to believe for some industry veterans, rapid advances in generative AI point to workflow automation beyond anything previously imagined. What does this mean for aspiring and...
by Josh Lusk | Jan 23, 2024 | AI
Headlines You Should Know Why OpenAI’s GPT Store Isn’t Very Good Yet OpenAI’s GPT store has been open for nearly two weeks — have you found one you like yet? No? You’re not alone. Its current structure isn’t conducive to finding the best GPTs. The store lists the...
by Josh Lusk | Jan 16, 2024 | AI
Headlines You Should Know World Economic Forum Cites AI-Generated Misinformation as Top Risk The World Economic Forum (WEF) issued a report based on a survey of more than 1,400 global risk experts, policy-makers, and industry leaders who say in the next two years,...
by Josh Lusk | Jan 12, 2024 | AI
The New York Times has filed a federal lawsuit against OpenAI and Microsoft in what might be the most consequential case of the generative AI era so far, one that could set a precedent for how AI models can be trained and rebalance the competing interests of creators...
by Josh Lusk | Jan 11, 2024 | Investor Relations, Public Relations
In emerging industries, innovation unfolds at breakneck speed. Capital ebbs and flows as companies and industries confront the evolving challenge of securing and sustaining investor confidence – working to build a capital stack that will grow their business. In this...
by Josh Lusk | Jan 9, 2024 | AI
Headlines You Should Know OpenAI’s GPT Store Will Open This Week Initially intended as a November 2023 launch, OpenAI’s GPT Store will finally open its virtual doors in the coming days. Last week, the company emailed developers to let them know how to prepare (more...
by Josh Lusk | Jan 8, 2024 | AI, Content Marketing, Financial Services, RIAs
2024 has only just begun, but marketing leaders at financial advisor firms already feel pressure to deliver growth on all fronts. “Build me a strategy to capture new business that is tailored to each of our leads. Now scale it up, while preserving the one-on-one...
by Josh Lusk | Jan 2, 2024 | AI
Headlines You Should Know What to Expect from AI in 2024 Artificial intelligence went mainstream last year with rapid-fire new developments. Some of them will change the way we work for the foreseeable future — like the effortless image creation of DALL·E or...
by Josh Lusk | Dec 21, 2023 | Company News, Public Relations
Gregory FCA earned a spot among the PR News Online 2024 Agency Elite Top 100 for the third year running. This prestigious list, unveiled on November 27, highlights the top 100 most innovative public relations and communications firms in the industry today. Being named...
by Josh Lusk | Dec 19, 2023 | AI
Headlines You Should Know OpenAI Announces ‘Preparedness Framework’ to Track and Mitigate AI Risks Forget the Friday at 5 news dump — this is the just-before-you-slam-the-laptop-shut-til-January news dump … right? Considering recent events at OpenAI, it sort of...
by Josh Lusk | Dec 18, 2023 | AI
AI is transforming how we create content, engage audiences, and even conceptualize entire campaigns. Yet misconceptions still abound, especially around what tasks AI does well. In this conversation for The Disruption Is Now, host Greg Matusky speaks to KX’s...
by Josh Lusk | Dec 12, 2023 | AI
Headlines You Should Know Google’s Gemini Launch … Could Have Gone Better Google’s chatbot, Bard, had been running on a large language model called LaMDA that was released in 2021. Last week Google released Gemini, a new LLM that now powers Bard and one the company...
by Josh Lusk | Dec 11, 2023 | AI
The announcement of GPT-4 Turbo and custom GPTs opens a lot of new possibilities for PR. That’s according to Tom Fry, cofounder of Resonance PR and a technologist at heart — he studied engineering and computer science at the University of Cambridge. Tom’s tech...
by Josh Lusk | Dec 5, 2023 | AI
Headlines You Should Know Where’s the Ethics Line with Generative AI? In a little over a year since ChatGPT burst onto the scene, AI has been used to write a lot of copy. Communications pros have started leveraging it for work, students have gotten an extra hand to...
by Josh Lusk | Dec 4, 2023 | AI
Dr. Mario Garcia has helped media transition from black and white newspapers to color, adapt their print layout to the internet, and rethink design once again for mobile devices. Now he sees AI as the next big revolution in journalism. Garcia is a professor at...
by Josh Lusk | Nov 29, 2023 | AI, Conferences & Events, Consumer Tech, Gaming/esports, Health Tech
We’re weeks away from CES 2024, and everyone is busy finalizing plans. As you prep media materials and review your travel and timing, questions will inevitably arise. Should we sign up for the pre-show media-only events? How are we actually going to stand out among...
by Josh Lusk | Nov 28, 2023 | AI
Headlines You Should Know What’s Next for OpenAI with Sam Altman Back in Charge Last week was stranger than normal in the world of AI: For a brief few days, Sam Altman worked for Microsoft, more than 700 OpenAI employees threatened to quit, and OpenAI proposed...
by Josh Lusk | Nov 27, 2023 | AI
Many businesses are still exploring the potential of AI. For supply chain risk management and visibility company Overhaul, it’s been part of their DNA for years. In this episode of The Disruption Is Now, host Greg Matusky talks to EVP, Chief Marketing Officer Karin...
by Josh Lusk | Nov 21, 2023 | AI
Headlines You Should Know Prepare for More OpenAI Chaos Life is moving so fast for Sam Altman, he needs AI to keep his resume updated with the ridiculous pace of OpenAI’s corporate upheaval. The company’s co-founder and chief executive officer was unceremoniously...
by Josh Lusk | Nov 20, 2023 | AI
AI writing tools have been greeted with both awe and apprehension. Some writers and communicators are diehard fans of AI and have never felt more productive. Others remain stringent skeptics who mock AI output and remind everyone of the human role in creativity. The...
by Josh Lusk | Nov 14, 2023 | AI
Headlines You Should Know You Can Make a GPT For That Chew on this: Last week, OpenAI gave its paying users the keys to create their own custom GPTs. Creators don’t need coding experience, just the ability to explain in plain language what they want their GPT to...
by Josh Lusk | Nov 13, 2023 | AI
Using AI to Advance PR: What’s Possible Now and What’s Next AI has gotten mixed reviews among PR practitioners. While some continue to harp on the risks, others are already using new tools to accelerate their workflows. In this episode of The Disruption Is Now, host...
by Josh Lusk | Nov 7, 2023 | AI
Headlines You Should Know ChatGPT Gets a Makeover OpenAI held its first developer conference yesterday and announced a slew of updates, including a new GPT-4 Turbo model that boasts a 128,000-token context window (edging out Claude’s 100,000-token window) and has an...
by Josh Lusk | Nov 6, 2023 | AI
Most marketers still start AI conversations by talking about risks and limitations. The CMO of Fusion Connect, however, leads with efficiency and time savings. George Schoenstein is using AI across his marketing department to enable his entire team to work smarter and...
by Josh Lusk | Nov 6, 2023 | Conferences & Events, Consumer Tech, Gaming/esports, Health Tech
CES has long been an incredible opportunity to get in front of reporters and earn the kind of press coverage that launches startups to fame, builds buzz for emerging tech categories, and cements the must-have products for the year. If you do it right. While every CES...
by Josh Lusk | Nov 4, 2023 | Conferences & Events, Consumer Tech, Gaming/esports, Health Tech, Public Relations
CES is one of the biggest opportunities you’ll have all year to make your product and your company known. The only trick is standing out among more than 3,500 consumer electronics companies, most of them vying for the attention of the thousands of media likely to...
by Josh Lusk | Oct 31, 2023 | AI
Headlines You Should Know White House Issues AI Executive Order President Biden signed a long-awaited executive order yesterday “to ensure that America leads the way in seizing the promise and managing the risks of artificial intelligence.” Among other actions, it...
by Josh Lusk | Oct 30, 2023 | AI
Why This CEO Believes AI Will Unlock Massive Untapped Potential in Out-of-Home Advertising Out-of-home advertising might not be your first thought as a frontier of AI disruption. But like in many other areas of marketing and communications, generative AI is bringing...
by Josh Lusk | Oct 24, 2023 | AI
Headlines You Should Know Researchers Look Under the Hood of AI Models Large language models are essentially black boxes — their creators don’t share how they’ve been trained or what exactly they’ve been trained on. A team of researchers from Stanford, MIT, and...
by Josh Lusk | Oct 23, 2023 | AI
Climate change poses both imminent and long-term threats to many businesses. Increasing operational costs, supply chain disruption, natural disasters, and other issues will challenge the resilience of businesses across the globe. The key to survival — and success —...
by Josh Lusk | Oct 17, 2023 | AI
Headlines You Should Know Beware the Hype Train. Charting Your Own AI Course is the Way to Go. A steady stream of rosy press about new AI tools and capabilities has flooded the news cycle in recent months. Even top-tier tech reporters have written glowingly about...
by Josh Lusk | Oct 16, 2023 | AI
Robo-advisors threatened disruption to financial advisors, just as online brokers before them. Now, generative AI is rekindling the same fears. But like other technologies before it, AI won’t replace advisors as much as augment their ability to serve clients. In this...
by Josh Lusk | Oct 10, 2023 | AI
Headlines You Should Know AI in Marketing: How CMOs Are Leading Teams into a New Frontier Content creation is one of the most highly touted capabilities of generative AI platforms, but is that where the most value comes from? Sprout Social highlights several CMOs...
by Josh Lusk | Oct 3, 2023 | AI
Headlines You Should Know Digging into AI Survey Results Since the advent of ChatGPT last November, waves of survey results have hit the news cycle with data about generative AI’s effect on humanity and productivity, particularly at work. Some of the results tout...
by Josh Lusk | Oct 2, 2023 | AI
It’s a question as old as sales: Which prospects are actually ready to buy? For the customers of financial advisors, we now have some answers, courtesy of AI. Yelena Melamed, Co-Founder and Head of Product at fintech startup Catchlight AI, joined “The Disruption Is...
by Josh Lusk | Sep 26, 2023 | AI
Headlines You Should Know Making Sense of the AI Arms Race “Did you use Copilot to launch DALL-E on ChatGPT, or are you still searching for that file with Bard?” That question seems completely unhinged, a jumbled mess of possibly made-up terms that would have made...
by Josh Lusk | Sep 19, 2023 | AI
Headlines You Should Know Google Nears Release of Gemini AI to Challenge OpenAI First came news Meta is plotting its move to compete with ChatGPT. Evidently, Google is even further along and has given a handful of companies early access to its AI software, Gemini....
by Josh Lusk | Sep 18, 2023 | AI
Communications has always been part art, part science. Creativity, empathy, and strategy are best paired with research and data. Now AI is bringing more science to the art by accessing previously unavailable intelligence. Sean Austin, founder of Helios Life...
by Josh Lusk | Sep 12, 2023 | AI, Company News
Live from the show floor of the Voice & AI Conference, host Greg Matusky tracked down some of the most creative entrepreneurs and thinkers in conversational and generative AI. The conversations cover how to build better chatbots, using generative AI to fuel...
by Josh Lusk | Sep 12, 2023 | AI
Headlines You Should Know Tech Titans to Talk AI at Private Capitol Summit OpenAI CEO Sam Altman, Mark Zuckerberg, Elon Musk, and Bill Gates will join other tech leaders in Washington this week for Congress’ inaugural AI meeting. Tomorrow is the main event: A...
by Josh Lusk | Sep 7, 2023 | AI, Company News
The age of AI will upend every industry. It’s already happening, as marketers and communicators grapple with the new reality generative AI has brought to bear in companies from financial services to technology and beyond. But while many people are discussing the...
by Josh Lusk | Sep 5, 2023 | AI
Headlines You Should Know ChatGPT Glossary: 41 AI Terms that Everyone Should Know Everything around AI is moving fast, and there is no manual … but apparently there’s a dictionary. This is a good reference point for defining some terms and phrases that are used...
by Josh Lusk | Aug 29, 2023 | AI
Headlines You Should Know OpenAI Allows Customization of GPT-3.5 Turbo, Adds ChatGPT Enterprise There’s a lot of power behind base AI platforms like ChatGPT. Many businesses are opting to train those general models on their own data, “fine-tuning” them to better fit...
by Josh Lusk | Aug 22, 2023 | AI
Headlines You Should Know From Mad Men to Machines? Big Advertisers Shift to AI Like communication professionals, advertising giants are diving into AI. Unilever uses its own generative AI technology to generate product descriptions, and advertising agency WPP has...
by Josh Lusk | Aug 15, 2023 | AI
Headlines You Should Know AI-Generated Content Hits the Big-Time: Amazon’s Product Reviews From the classroom to the boardroom, generative AI is creating content in new places. Now one of the planet’s most popular platforms, Amazon’s online storefront, is the new...
by Josh Lusk | Aug 8, 2023 | AI
Headlines You Should Know OpenAI Adds Updates to ‘Improve the ChatGPT Experience’ New features have been rolling out since last Thursday, including example prompts, suggested replies and follow-up questions, GPT-4 as the default setting, and the ability to upload...
by Josh Lusk | Aug 1, 2023 | AI
Headlines You Should Know McKinsey Survey: AI Adoption is Widespread, But Risks Not Addressed Whether they dove in head-first or only dipped a toe in the water, research released this morning shows 79% of people have at least tried generative AI. Marketing and sales...
by Josh Lusk | Jul 25, 2023 | AI
Headlines You Should Know AI’s Grip on Tech Set for Test With Earnings Reports For months we’ve heard about AI’s potential — now it’s time to see if the business effect is as remarkable as some of the leading AI platforms. Stocks for Microsoft and Alphabet have both...
by Josh Lusk | Jun 29, 2023 | Conferences & Events, Supply Chain & Logistics
Gregory FCA’s Supply Chain & Logistics PR team recently descended on the 12th annual Home Delivery World USA conference in Philadelphia. There, leading supply chain and retail logistics companies displayed their innovative solutions and leaders discussed what’s...
by Josh Lusk | Apr 11, 2023 | Investor Relations
As the 2023 proxy season begins, companies should prepare their strategies for board elections, including governance roadshows and the potential for activism and proxy battles, which are now a little more likely with the introduction of the universal ballot. Company...
by Josh Lusk | Apr 10, 2023 | Company News, Public Relations, Real Estate
Gregory FCA is proudly celebrating being named the best real estate public relations firm in the Mid Atlantic region for the third consecutive year by the Mid Atlantic Real Estate Journal. This recognition highlights Gregory FCA’s continued excellence and...
by Josh Lusk | Feb 28, 2023 | Financial Services, Public Relations, RIAs
The past 15-plus years of easy monetary policy provided cheap capital and created fertile ground for M&A activity in the advisory industry. This environment drove a consolidation trend, providing a path forward for advisors who sought to exit businesses, while...
by Josh Lusk | Feb 17, 2023 | ESG, Investor Relations
ESG — Environmental, social and governance reporting — has been a driving force behind investor interest for some time now, with more and more public companies making the jump to try and meet stakeholder demand. Why is that? ESG helps attract investors to your company...
by Josh Lusk | Feb 7, 2023 | Conferences & Events, Consumer Tech, Gaming/esports, Health Tech
CES has long been a place for tech companies to showcase their latest and greatest products. The only challenge is how to stand out among thousands of other companies looking for media coverage. Each year, exhibitors battle for attention. But if you want to attract...
by Josh Lusk | Jan 9, 2023 | Conferences & Events, Consumer Tech, Gaming/esports, Health Tech, Public Relations
After months of planning and a week in Vegas, another CES is in the books. But whether you left the show with momentum to spare or your CES appearance never quite picked up steam, there are steps you can take now to wring as much value as possible out of your CES...
by Josh Lusk | Jan 6, 2023 | Conferences & Events, Consumer Tech, Gaming/esports, Health Tech, Public Relations
The show floor of CES 2023 was alive with the latest gadgets, gizmos, and tech that are sure to shape our lives in the coming years. More than 3,200 exhibitors from across the globe descended upon Las Vegas to show off their latest inventions, from sustainable tech...
by Josh Lusk | Dec 8, 2022 | Cybersecurity, Public Relations
If you’re not getting the media coverage you want and you’re struggling to get the attention of top reporters, it’s time to rethink your media relations strategy. Where do you start? How about by asking cybersecurity reporters what they’re looking for? This year, we...
by Josh Lusk | Jan 13, 2022 | Cybersecurity
Media Proxy: The most-shared cybersecurity stories of 2021 Welcome to the Media Proxy, your source for data, advice, and insight on how cybersecurity companies can get better results from their PR and marketing. Keep scrolling for: How to ace your next media...
by Josh Lusk | Dec 14, 2021 | Cybersecurity
Bree Fowler has been a reporter for more than two decades, working for the AP, Consumer Reports, and now CNET, where she covers digital security as a Senior Reporter. She let us in on what makes experts shine in an interview, the word you should never use in a press...
by Josh Lusk | Aug 12, 2021 | Cybersecurity
Media Proxy: Forrester’s Allie Mellen on building analyst relationships Welcome to the Media Proxy, your source for data, advice, and insight on how cybersecurity companies can get better results from their PR and marketing. Keep scrolling for: Forrester analyst Allie...
by Josh Lusk | Aug 12, 2021 | Cybersecurity
Allie Mellen is an engineer, researcher, and technical consultant turned Forrester analyst. She supports security and risk professionals by covering security infrastructure and operations, so it’s safe to say she’s dialed into trends and stories both new and...
by Josh Lusk | Jun 14, 2021 | Cybersecurity
Welcome to the Media Proxy, your source for data, advice, and insight on how cybersecurity companies can get better results from their PR and marketing. Keep scrolling for: Colonial Pipeline vs SolarWinds — which story got more attention? 3 ways to turn breaking...
by Josh Lusk | Apr 27, 2021 | Agency/Culture, Company News
Who would have thunk it? Only a year ago, at the outset of the pandemic, that demand for public relations services would quickly V off the bottom and usher in a new era of unprecedented demand for the storytellers and media relations professionals who can craft and...
by Josh Lusk | Mar 25, 2021 | Cybersecurity
Welcome to the Media Proxy, your source for data, advice, and insight on how cybersecurity companies can get better results from their PR and marketing. Keep scrolling for: What Tom Spring of Threatpost wants from sources How to use surveys to drive media coverage PR...
by Josh Lusk | Mar 24, 2021 | Cybersecurity
PLAY VIDEO Surveys are among the most powerful tools for media coverage, but only if you approach them the right way. There are plenty of surveys that struggle to get coverage, and often it’s because something went wrong in the planning stage. These surveys might...
by Josh Lusk | Mar 24, 2021 | Cybersecurity
Threatpost has established itself as a must-read security outlet, covering breaking news, analyzing trends, and diving deeper via podcasts and virtual town halls. At the head of those efforts is editor in chief Tom Spring, who has been in the game for all the...
by Josh Lusk | Feb 1, 2021 | Cybersecurity
Kelly Jackson Higgins is Executive Editor at Dark Reading, one of the go-to publications for everyone from CISOs to security researchers to technology specialists. She was recently selected as one of the Top 10 Cybersecurity Journalists in the U.S., and named as one...
by Josh Lusk | Jan 31, 2021 | Cybersecurity
Welcome to the Media Proxy, your source for data, advice, and insight on how cybersecurity companies can get better results from their PR and marketing. Keep scrolling for: Kelly Jackson Higgins of Dark Reading on trends she’s tracking and what makes a story...
by Josh Lusk | Nov 24, 2020 | Cybersecurity
Maggie Miller, cybersecurity reporter at The Hill, has had her hands full this fall covering the twists and turns of election season. I’m grateful she also took the time to answer a few questions about what she looks for in a story. Here’s Maggie on what got lost in...
by Josh Lusk | Oct 19, 2020 | Cybersecurity
Jack Rhysider is a security veteran and host of the Darknet Diaries podcast. He’s also an accomplished storyteller who knows how to build an audience from scratch. I talked to Jack about cybersecurity trends, advice for anyone creating content, and the three major...
by Josh Lusk | Sep 30, 2020 | Consumer Tech, Public Relations
The pandemic, ongoing protests, election, and climate crisis are altering the media’s approach to holiday coverage. Even go-to press events like Pepcom’s Holiday Spectacular! and ShowStoppers, where you can show off your tech wares to a captive media audience, have...
by Josh Lusk | Aug 31, 2020 | Cybersecurity
Davey Winder, Senior Contributor at Forbes, is always thinking about his audience. Whether he’s writing for CISOs or consumers, you’d be wise to keep his readers in mind when working with him as a source. Davey recently filled us in on what he’s working on, stories...
by Josh Lusk | Jul 27, 2020 | Cybersecurity, Public Relations
The top cybersecurity news stories of 2020 have included privacy concerns over Zoom and TikTok, major breaches at organizations like Honda and the Department of Health and Human Services, and stories about President Trump and Jeff Bezos as hackers’ victims. That’s...
by Josh Lusk | Jul 20, 2020 | Cybersecurity, Public Relations
The biggest story of the year is covid-19, obviously. And while interest has waned from its peak in March, searches started to tick back up in early June: But beyond the pandemic, there have been a number of major cybersecurity stories this year that offer a glimpse...
by Josh Lusk | Jul 15, 2020 | Cybersecurity
Jeff Elder covers cybersecurity and AI for Business Insider, and previously worked as a technology reporter for the Wall Street Journal. He was kind enough to answer questions on everything from what makes for a good cybersecurity story to how companies can elevate...
by Josh Lusk | Jun 29, 2020 | Company News
PLAY VIDEO A new decade deserves a new look. In honor of our 30th anniversary, we’re launching a brand new GregoryFCA.com. This redesign marks the beginning of a new chapter for our firm, as well as a major expansion of our service offerings. Since 1990, we’ve...
by Josh Lusk | Jun 16, 2020 | Financial Services, FinTech, RIAs
Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our...
by Josh Lusk | Jun 15, 2020 | Cybersecurity, Event Strategy, Public Relations
It’s a challenging time for any business, but especially for startups. And while it might not be the best environment for raising your next round, there’s a lot to be learned from companies bringing their ideas and products to life in a year like 2020. From a lack of...
by Josh Lusk | Jun 12, 2020 | Gaming/esports, Public Relations, Social/Digital Marketing
If the pandemic has taught esports marketers anything, it’s that they shouldn’t sleep on Twitter. Just as stay-at-home orders were put in place around the country, Twitter saw a significant spike in gaming conversations. In the second half of March, there was a 71%...
by Josh Lusk | Jun 11, 2020 | Financial Services, Thought Leadership
I originally wrote this post about Steve Jobs three years ago. Times were different then. Restaurants were packed. Malls were teeming with crowds. And graduates … well, they were graduating — on a stage, with their friends and in front of their families. Hugs were...
by Josh Lusk | Jun 4, 2020 | ETFs, Financial Services, RIAs
Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our...
by Josh Lusk | May 27, 2020 | Financial Services, RIAs
Each day, news trickles out about another mid- to large-sized RIA firm that applied for and accepted a loan as part of the Paycheck Protection Program (PPP) backed by the Small Business Administration. In some reports, the news is passed along in a scandalous tone;...
by Josh Lusk | May 8, 2020 | Financial Services, RIAs
Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our...
by Josh Lusk | May 7, 2020 | ETFs, Financial Services
When the 2020 edition of the renowned Inside ETFs conference occurred in late January, it was still several weeks before the coronavirus pandemic had established a firm foothold in the U.S. and caused an unprecedented economic shutdown. One of the most prominent...
by Josh Lusk | May 7, 2020 | Cybersecurity
Zohar Rozenberg is Chief Strategy Officer at Elron. He’s a former head of IDF’s Cyber Department and retired as a colonel after 20 years of service. As someone who knows the industry inside and out and as an investor keyed into what’s happening and what’s next for...
by Josh Lusk | May 5, 2020 | Gaming/esports, Public Relations, Social/Digital Marketing
Professional gamers, streamers, content creators, and other influencers can help any gaming or esports brand reach new audiences, but how do you get started? How can you find and choose the right partner? What does a successful influencer marketing program look like?...
by Josh Lusk | May 1, 2020 | Company News, ETFs, Financial Services
Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our...
by Josh Lusk | Apr 28, 2020 | Financial Services, RIAs
Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our...
by Josh Lusk | Apr 24, 2020 | Gaming/esports, Public Relations, Social/Digital Marketing
When you launch a game or gaming product, the difference between a success and a flop often comes down to attention. You might be introducing an amazing new game or a gaming product that’s years ahead of everything else, but if no one’s talking about it, you’ll never...
by Josh Lusk | Apr 24, 2020 | Financial Services, RIAs
Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our...
by Josh Lusk | Apr 21, 2020 | Content Marketing, Gaming/esports
Gaming and esports are billion-dollar industries, earning more revenue than movies and music combined. But many gaming companies still struggle to earn coverage in major media. That’s a problem, especially for the gaming companies that want to become a true lifestyle...
by Josh Lusk | Apr 21, 2020 | Financial Services, Insurance
Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our...
by Josh Lusk | Apr 20, 2020 | Cybersecurity, Event Strategy, Public Relations, Social/Digital Marketing
Black Hat and Defcon are both still on as of right now, but a number of conferences have been canceled, postponed, or turned into virtual events. ZDNet has a running list of canceled cybersecurity shows. So what are your options for prospecting, networking, and...
by Josh Lusk | Apr 17, 2020 | ETFs, Financial Services
Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our...
by Josh Lusk | Apr 15, 2020 | Event Strategy, Gaming/esports, Public Relations
Since you learned E3 was canceled and Gamescom is expected to go digital, you’ve likely been scrambling to replace just about every idea on your marketing calendar for your upcoming launch. It’s obviously hard to replace an event that brings together media,...
by Josh Lusk | Apr 15, 2020 | ESG, Financial Services
“If companies don’t align with us, they are going to lose,” noted Eileen Ward, vice president at AllianceBernstein, during a recent discussion on socially responsible investing at the Spruce Foundation spring meeting in Philadelphia. Speaking to a group of...
by Josh Lusk | Apr 14, 2020 | Cybersecurity, Public Relations
At RSAC, coronavirus was on everyone’s mind, but it was just one story out of the show. There was also news about election hacking, nation state attacks, and IoT vulnerabilities. Now COVID-19 has eclipsed all other stories. But the media is still looking for helpful...
by Josh Lusk | Apr 14, 2020 | Financial Services, RIAs
Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our...
by Josh Lusk | Apr 9, 2020 | Company News, Financial Services, FinTech, RIAs
We’re now about halfway between the inaugural Wealth/Stack conference in 2019 and this year’s highly anticipated event slated for September. As the official video storyteller of Wealth/Stack, Gregory FCA takes a look back at the phenomenal female industry star power...
by Josh Lusk | Apr 7, 2020 | Financial Services, RIAs
Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our...
by Josh Lusk | Apr 3, 2020 | ETFs, Financial Services
Times are tough right now. Our economy and businesses have faced unprecedented challenges since the coronavirus pandemic started hitting the country several weeks ago. Despite these obstacles and the heartbreaking sickness and loss of life, there are reasons for...
by Josh Lusk | Mar 27, 2020 | Financial Services, RIAs, Social/Digital Marketing
We’re all deeply concerned these days, and understandably so. Worries about what impact the coronavirus will have on our families, friends and livelihoods permeate communities worldwide. Amid unprecedented government containment measures and a stock market wracked by...
by Josh Lusk | Mar 6, 2020 | Financial Services, Social/Digital Marketing
Renowned social media management platform Hootsuite recently released its global “Social Media Trends 2020″ report, detailing popular trends in the marketing industry and providing valuable insight into how to identify, analyze and act on them. This report is based on...
by Josh Lusk | Feb 18, 2020 | Conferences & Events, Financial Services
You run a billion-dollar business. You are the owner of a sports franchise that happens to sit among the top five teams in Major League Baseball, America’s pastime. You have all the resources in the world to bolster your brand image when opportunity allows and to...
by Josh Lusk | Feb 5, 2020 | ETFs, Financial Services, FinTech, RIAs
Our latest installment of Fintech Fix features Andrew Meadows, SVP of HR, brand + culture at Ubiquity Retirement + Savings. Having specialized in small business retirement plans for 20 years, Ubiquity has developed a proprietary record-keeping system to meet the...
by Josh Lusk | Jan 28, 2020 | Conferences & Events, Financial Services, Social/Digital Marketing
After ringing in the new year, our attention has turned back to the bells we hear every weekday — with the exception of market holidays — signifying the commencement and conclusion of another trading session on security exchanges around the world. As financial...
by Josh Lusk | Jan 24, 2020 | Conferences & Events, Financial Services, FinTech, RIAs
The first big RIA conference of the year is just around the corner, with TD Ameritrade’s highly anticipated National LINC 2020 occurring Jan. 29-31 in Orlando. Who wouldn’t want to go to Florida during the winter months to hear about the changes expected in the RIA...
by Josh Lusk | Jan 21, 2020 | Conferences & Events, ETFs, Financial Services, Social/Digital Marketing
In less than a week, more than 2,300 members of the ETF ecosystem — issuers, financial advisers, institutional investors, marketers and other finance professionals — will make their annual descent to Hollywood, Florida, for the Inside ETFs conference. From attending...
by Josh Lusk | Jan 10, 2020 | Conferences & Events, Consumer Tech, Gaming/esports, Health Tech
CES 2020 gathered some of the most creative companies in tech to show off their new devices for smart homes, gaming, health tech, and more. We were out on the show floor helping clients connect with media, but we also took a walk around to see what’s trending in...
by Josh Lusk | Jan 6, 2020 | Event Strategy
Gregory FCA is on the ground at CES 2020 helping clients connect with media, create content, and build momentum for the year ahead. As usual, we’re also keeping an eye on the newest smart home, security, health, and gaming technology. Follow along with our CES...
by Josh Lusk | Dec 19, 2019 | Conferences & Events, ETFs, Financial Services, Social/Digital Marketing
The Bloomberg ETFs in Depth conference last week in New York conveyed a clear message: ETFs cannot grow and prosper without effective marketing. The ETF landscape is littered with great funds that never thrived because investors didn’t know what purpose they served or...
by Josh Lusk | Dec 16, 2019 | Financial Services, RIAs, Social/Digital Marketing
Financial services marketers are constantly being challenged to find new and strategic ways to break through the noise and reach their target audiences. Some of the most successful marketers are those who look beyond their own industry for inspiration. While it’s easy...
by Josh Lusk | Nov 27, 2019 | Financial Services, RIAs
Thanksgiving is a time of gratitude and reflection, family and food, and all the fun stuff in between. At Gregory FCA, we are beyond thankful for our clients, some of whom we’ve partnered with for over 15 years! With a Thanksgiving feast around the corner, I couldn’t...
by Josh Lusk | Nov 22, 2019 | Conferences & Events, Financial Services, RIAs, Social/Digital Marketing
It’s no secret that within the financial services industry, advisers are shifting their practices to be more inclusive and catered toward female clientele. According to census data, the American population includes roughly 168 million women. In addition to the sheer...
by Josh Lusk | Nov 9, 2019 | ETFs, Financial Services, RIAs
Some of the finest minds in alternative investing converged on the City of Brotherly Love last week at Financial Advisor Magazine’s Inside Alternatives & Asset Allocation conference. This year’s theme, “Sound Solutions for Volatile Times,” offered a variety of...
by Josh Lusk | Oct 30, 2019 | Conferences & Events, Financial Services, FinTech, RIAs
The much-anticipated IMPACT® 2019 conference will be held in San Diego from Nov. 4 through Nov. 7. With the event now less than a week away, attendees are beginning to plan their itineraries and choose which sessions will be most important to them. That’s why I sat...
by Josh Lusk | Oct 29, 2019 | Conferences & Events, Financial Services, FinTech, RIAs
The future of financial advice has a human face. Financial advisers today know they are not just number crunchers, but can make a tangible difference in the overall health and well-being of the clients they serve. That was one of the big takeaways from the FPA Annual...
by Josh Lusk | Oct 24, 2019 | ETFs, Financial Services
ESG (environmental, social and governance) investing is one of the fastest-growing investment strategies in the United States. The $12 trillion ESG market wields significant power — representing approximately one out of every four dollars in total assets under...
by Josh Lusk | Sep 24, 2019 | Conferences & Events, Financial Services, FinTech, RIAs, Social/Digital Marketing
The inaugural Wealth/Stack conference held in Scottsdale, Arizona, earlier this month represented one of the most anticipated financial services conferences of the year. There was a clear need for a conference geared specifically toward advisors, and the Ritholtz...
by Josh Lusk | Sep 17, 2019 | Conferences & Events, Consumer Tech, Event Strategy
CES is approaching. You’ve made the investment to attend, choosing to take advantage of the huge potential for exposure to media, investors, partners, and buyers. But as you’re planning your appearance, the doubt creeps in: How can you make sure you deliver the splash...
by Josh Lusk | Sep 12, 2019 | Conferences & Events, Financial Services, FinTech, Social/Digital Marketing
Last week, more than 2,500 bloggers, podcasters, reporters and personal finance enthusiasts from across the world descended on Washington, D.C., to attend the ninth annual FinCon, which bills itself as the world’s largest financial content expo. The tagline for this...
by Josh Lusk | Sep 10, 2019 | Content Marketing
There’s a way to make your content more credible, more interesting, and more trustworthy. It can help you stand out, fuel media coverage, and build a loyal audience who sees you as a go-to resource. It’s the closest you’ll get to a “secret ingredient.” It’s data....
by Josh Lusk | Aug 29, 2019 | Financial Services, RIAs, Social/Digital Marketing
Americans will find a reason to celebrate almost anything these days, and those in the wealth management and personal finance industry are no exception. In addition to commemorating the more traditional holidays such as Labor Day, it’s rare for a month to go by...
by Josh Lusk | Aug 26, 2019 | Conferences & Events, Financial Services, FinTech, RIAs
Gregory FCA is the official video storytelling partner for the inaugural Wealth/Stack conference, which will be held Sept. 8-11 at The Scottsdale Plaza Resort in Arizona. Created in partnership between Inside ETFs and Ritholtz Wealth Management, Wealth/Stack is...
by Josh Lusk | Jul 31, 2019 | Conferences & Events, Financial Services, RIAs
You may think your financial services story has no place on local television. Maybe you’ve tried pitching local stations, only to get rejected or receive no response at all. This is a frustrating process, but knowing how and when to pitch your story can make all the...
by Josh Lusk | Jul 22, 2019 | Public Relations
Amazon Prime Day blew up in the media last week. NewsWhip data shows the two-day deal fest generated over 4,400 stories. But what readers might not realize upon first glance, is that these publishers may make money every time a reader clicks a link to a deal and buys...
by Josh Lusk | Jul 18, 2019 | Financial Services, Social/Digital Marketing
Visual storytelling is the name of the game for professional communicators and marketers. That being said, financial services firms generally lag behind their peers in other industries when it comes to successfully incorporating images, graphics, cartoons and...
by Josh Lusk | Jul 11, 2019 | Conferences & Events, Financial Services, RIAs
Members of the Gregory FCA team are excitedly preparing for In|Vest 2019, which has become one of the industry’s largest digital wealth management events. In advance of the conference that will be held July 16-17 in New York City, I sat down with Jimmy Moock, senior...
by Josh Lusk | Jun 19, 2019 | Financial Services, FinTech, RIAs
In the newest installment of our Fintech Fix video series, we speak with Mark Friedenthal, a financial adviser who transitioned into the fintech world when he founded Tolerisk, a subscription-based software tool that provides fiduciary-caliber investor risk-tolerance...
by Josh Lusk | Jun 14, 2019 | Event Strategy, Gaming/esports
We came, we saw, we need to up our sneaker game. Here are some of the highlights of E3 2019, including the companies, booths, and demos that caught our eye. Kicking off E3 Day1. Here we go! #E3 pic.twitter.com/OK1vH1e5to — Mike Lizun is leaving #E3 (@MikeLizun) June...
by Josh Lusk | Jun 7, 2019 | Conferences & Events, ETFs, Financial Services, RIAs
The ETF industry is ready for a mid-year checkup. Later this month, the IMN Global Indexing & ETFs Conference convenes in Dana Point, California, to focus on the trends and issues impacting the industry this year. Gregory FCA Partner Joe Anthony will be moderating...
by Josh Lusk | May 30, 2019 | Conferences & Events, Financial Services, RIAs
Earlier this month, the local Philadelphia Tri-State Area Financial Planning Association (FPA) chapter gathered for its Annual Spring Symposium right in Gregory FCA’s backyard in Malvern, Pennsylvania. The symposium is always a great day of education and networking...
by Josh Lusk | May 20, 2019 | Financial Services, FinTech, RIAs, Social/Digital Marketing
As you consider some ways to implement “spring cleaning” into your firm’s marketing communications program, you might zero in on how to get the most mileage out of the content you generate. There are many tried-and-true tactics that marketers can use to stretch the...
by Josh Lusk | May 19, 2019 | Cybersecurity, Public Relations
Cybersecurity startups tend to devote more time to R&D than marketing. Which makes sense. But at a certain point, marketing has to be part of the picture. Whether you’re seeking funding, targeting customers, or expanding your story to new audiences, you’ll need to...
by Josh Lusk | May 2, 2019 | Conferences & Events, ETFs, Financial Services, FinTech, RIAs
Next week, a good chunk of the financial services industry will descend on Chicago for the 2019 Morningstar Investment Conference (#MICUS). Every year, this event attracts the greatest minds in investment management, from RIAs to ETF issuers, fintech providers and...
by Josh Lusk | Apr 29, 2019 | ETFs, Financial Services, Public Relations
More than 300 new ETFs have been launched since Jan. 1, 2018. While the pace of launches in 2019 has slowed compared to what we saw in 2018, the urgency to claim investor mindshare is stronger than ever. The fierce one-two punch of an M&A-fueled consolidation of...
by Josh Lusk | Apr 11, 2019 | Financial Services, FinTech
In this latest installment of The Fintech Fix, Gregory FCA checks in with Orion’s Head of Partner Integrations Jeff Kliewer and Asset-Map’s Founder H. Adam Holt. The two firms recently integrated, allowing Orion users more fluid access to technology assisting the...
by Josh Lusk | Apr 1, 2019 | Conferences & Events, Cybersecurity, Event Strategy
If you’re attending Black Hat 2019 and media coverage is one of your goals, it helps to know what will be top of mind for reporters. No matter what research you have to reveal, having a good news hook can be key to coverage. We helped client Sixgill earn coverage...
by Josh Lusk | Mar 21, 2019 | ETFs, Financial Services, RIAs
The momentum behind the gender equality and women’s empowerment initiatives has never been greater. At an unprecedented level, industries are now recognizing women’s buying power and professional influence. Financial services marketers are among those strategically...
by Josh Lusk | Mar 11, 2019 | Financial Services
So you’ve landed a Skype interview with a media outlet. It’s a big deal and a great way to earn some recognition for your company. Whether you’re a seasoned veteran or it’s your first time on camera, you want to make sure everything looks professional. (*To see an...
by Josh Lusk | Mar 5, 2019 | Financial Services, RIAs
You are likely familiar with LinkedIn as a professional networking tool. However, the platform provides so many additional benefits and your financial services firm can’t afford to miss out on them. In this exclusive video from Gregory FCA, I share some tips and...
by Josh Lusk | Mar 1, 2019 | Conferences & Events, Cybersecurity, Event Strategy
We’re headed to RSA Conference 2019 along with 50,000 other attendees, exhibitors, speakers, and media. If media coverage is one of your big goals at the show, it helps to know what’s top of mind for reporters as they head to San Francisco. What stories are...
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 12, 2019 | Conferences & Events, Cybersecurity, Event Strategy
PLAY VIDEO RSA, like many tech shows, is a battle for attention. With 50,000 attendees, hundreds of companies showing off their products and services, and reporters’ finite schedules, if you want to catch the media’s attention, you have to be smart about how to...
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 | Feb 6, 2019 | Conferences & Events, ETFs, Financial Services
Inside ETFs represents the largest gathering of professionals in the burgeoning exchange-traded fund industry. This year’s event will occur Feb. 10-13 at the Diplomat Beach Resort in sunny Hollywood, Florida, and we have it covered! In this exclusive preview...
by Josh Lusk | Jan 16, 2019 | Conferences & Events, Consumer Tech, Public Relations
CES 2019 showed us laundry-folding robots, holograms, voice-enabled everything, and an Apple billboard that had everyone talking. But amidst the yacht and the smart doorbells and the VR goggles, four big media narratives came into focus, ones that characterized the...
by Josh Lusk | Jan 8, 2019 | Conferences & Events, Consumer Tech, Event Strategy
What are the big themes and storylines of CES 2019? See for yourself. Our PR team is at the show helping clients earn media coverage, but we’re also keeping an eye on what’s new — and what’s catching reporters’ attention — in tech. We’ll be updating this...
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 | Jan 3, 2019 | Conferences & Events, Consumer Tech, Event Strategy
CES 2019 is one of the best media opportunities you’ll have all year. You can gain broad national and international exposure, and it can kickstart momentum that can carry your PR and content plans well into the year. One of the most tried-and-true strategies for media...
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...
by Josh Lusk | Dec 18, 2018 | Cybersecurity, Public Relations
Have you spent 2018 struggling to get the top-tier media coverage you deserve? Have you tried to create videos, blog posts, or other content but struggled to get any projects off the ground? In case you missed them, here are five resources to help you start 2019 on...
by Josh Lusk | Dec 7, 2018 | Conferences & Events, Financial Services, Thought Leadership
The annual MarketCounsel Summit brings together the best and brightest in the industry, from investment advisers to service providers and leading journalists. Gregory FCA covered every angle of this year’s influential event in Las Vegas, with hot topics ranging from...
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 26, 2018 | Cybersecurity, Public Relations
PLAY VIDEO Most cyber security experts are terrible at speaking to media. They either don’t know the rules of the game or they make common mistakes and reporters never call them back for another interview. The good news is that very few people start out as...
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 | Nov 13, 2018 | Cybersecurity, Public Relations
PLAY VIDEO Year-end cybersecurity research reports are an annual tradition. The best among them create awareness and help build relationships, especially with top-tier media. But a lot of reports miss the mark. You send it to reporters but they won’t return...
by Josh Lusk | Nov 1, 2018 | Cybersecurity, Public Relations
PLAY VIDEO The single most powerful technique for getting media coverage is speed. When an attack, a data breach, a new vulnerability, and other cybersecurity stories break, you can raise awareness of your company and build thought leadership by offering...
by Josh Lusk | Oct 30, 2018 | Conferences & Events, Financial Services
In today’s video-centric world, how you appear on camera is essential to your impact. “Everybody thinks they’re going to be great,” relates media consultant Paula Rizzo, a former Fox News producer. But the reality can prove to be far different when the cameras come...
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 | Oct 12, 2018 | Financial Services, Thought Leadership
Financial services firms have long aspired to capture prestige-enhancing publicity through industry outlets like The Wall Street Journal, Barron’s or the Financial Times. Many put on the full-court press to secure television coverage with CNBC or Bloomberg TV. But...
by Josh Lusk | Oct 5, 2018 | Conferences & Events, Financial Services
Here at Gregory FCA, a major part of my job is helping our clients execute blog and content strategies that augment their ambitious efforts to engage core audiences. Since we’re always on the lookout for inspiring ideas, I earmarked “10 Things I Wish I’d Known About...
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 14, 2018 | ETFs, Financial Services
Another busy summer flew by at Gregory FCA, and we know our financial services clients didn’t feel a slowdown either as the longest-running bull market ever raged on. Despite this, hopefully everyone took some time off to recharge on a beach, lake or mountain! As...
by Josh Lusk | Sep 11, 2018 | Cybersecurity
Creators upload more than 400 hours of video to YouTube every minute. Blogs swell with more than 2 million posts daily. More than 550,000 podcasts clamor for listeners’ attention. 6,000 tweets flood our timelines every second. It’s no wonder your content can get lost...
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...
by Josh Lusk | Aug 29, 2018 | Conferences & Events, ETFs, Financial Services
Our clients are changing the world. We make sure the world knows it. That has been our agency slogan for more than a quarter-century, highlighting our commitment to storytelling. So, when our client Brad Loncar asked us to help him develop powerful educational content...
by Josh Lusk | Aug 7, 2018 | Cybersecurity, Public Relations
Cybersecurity PR efforts carry one big advantage: Cybersecurity makes the news every day. A data breach. A major online service down. A new regulation or threat of a nation-state attack. There’s always a story brewing somewhere in the world of cybersecurity and...
by Josh Lusk | Aug 2, 2018 | Financial Services, Social/Digital Marketing
Much like the world of financial services, social media is constantly changing. So what does that mean for your content and distribution strategy? We sat down with Stephen Vujevich, director of digital strategy at Gregory FCA, to talk through some of our favorite...
by Josh Lusk | Jul 27, 2018 | Public Relations
Consumers are adopting smart speakers faster than they took to smartphones. Some 18 percent of Americans — 43 million people — now own a smart speaker, and the growth shows no signs of slowing. The latest reports of how households use those smart speakers reveal a...
by Josh Lusk | Jul 27, 2018 | Conferences & Events, ETFs, Financial Services
The exchange-traded fund (ETF) industry has seen an impressive 124 new ETF launches so far this year, and with six months remaining in 2018, the sector’s constant beat of new offerings shows no signs of abating. With new ETFs coming to market daily, how can issuers...
by Josh Lusk | Jul 19, 2018 | Content Marketing
Recently I was writing a press release using a template. If you’ve ever been included in an analyst report or an industry ranking, you likely know the drill: There’s a press release template and you have to use it. These templates are like Mad Libs, except instead of...
by Josh Lusk | Jul 17, 2018 | Conferences & Events, Financial Services
We’ve all become accustomed to hearing about the “next big thing.” For the past few years in the advisory space, the conversation surrounding the “next big thing” has been centered on two major topics: technology and millennials. However, at In|Vest 2018, held in New...
by Josh Lusk | Jul 13, 2018 | Conferences & Events, ETFs, Financial Services, Social/Digital Marketing
Industry conferences have exploded in popularity in recent years, offering ETF issuers the opportunity to learn, network and sell. As an ETF issuer, you may be seeking to grow your business, attract new investors to your funds or stay at the forefront of...
by Josh Lusk | Jul 5, 2018 | Financial Services, RIAs
Technological enhancements and a move toward automation have created a seismic shift in the financial services industry. Tasks that were once time consuming, tedious and costly have become seamless and efficient thanks to the array of technology and solutions...
by Josh Lusk | Jun 27, 2018 | Conferences & Events, Financial Services
Held in beautiful Dana Point, California, the Evidence-Based Investing (EBI) Conference once again drew in financial professionals from across the county. The conference, presented by IMN and Ritholtz Wealth Management, welcomed financial advisors, ETF issuers,...
by Josh Lusk | Jun 19, 2018 | Financial Services, Thought Leadership
You can see it now. You’re on the cover of The New York Times. You’re wanted for tomorrow’s special CNBC program. The phones are ringing off the hook from reporters who want your take on the latest industry news. It’s not a far-fetched dream, but it takes work to get...
by Josh Lusk | Jun 14, 2018 | Company News, Financial Services
I rented my first room at age six. I recited our room options (single, double, suite, efficiency), negotiated a price and had the customer fill out a registration card. The only part that stumped me was calculating the tax (ironic, as I later graduated with an...
by Josh Lusk | Jun 8, 2018 | Financial Services
Whether you’re a seasoned media veteran or just starting to engage reporters, you’ve probably realized that even in a 24/7 news cycle, patterns can start to emerge. Stories tapping into seasonal events, holidays or financial milestones that resonate with readers’...
by Josh Lusk | Jun 6, 2018 | Conferences & Events, ETFs, Financial Services
Later this month is the Evidence-Based Investing Conference, also known as the 23rd Annual Global Indexing & ETFs Conference. It’ll take place June 24-26 in Dana Point, CA. Our agency’s financial services leader, Joe Anthony, will be moderating a panel tackling...
by Josh Lusk | May 31, 2018 | Public Relations
Is the press release dead or isn’t it? That depends on how you use them. A recent Twitter conversation confirmed as much, and offered important insight into how PR and communications pros can give journalists what they actually need. Do journalists use press releases?...
by Josh Lusk | May 24, 2018 | Financial Services, RIAs
Here’s a little food for thought as you get ready for your Memorial Day weekend. In mid April, ECHELON Partners provided its update on RIA deal-making activity for the first quarter of 2018. Per their report, there were 46 announced deals consummated in the quarter,...
by Josh Lusk | May 8, 2018 | Event Strategy, Public Relations
Collision proved once again why it’s one of the best tech shows around. It brought together some of the biggest names in media and business along with some of the most interesting new startups. Media on the floor @CollisionHQ @cheddar @FoxBusiness...
by Josh Lusk | May 2, 2018 | Financial Services
Breakthrough media coverage: It’s hard to define, but you know it when you see it. You and others in your firm will feel it when you notice the response from your peers or the clients you serve. It may be a feature story on the CEO in the New York Times, breaking news...
by Josh Lusk | Apr 24, 2018 | Content Marketing, Public Relations, Thought Leadership
You want to get your company’s name out there and start building your brand. You want to be quoted in tier-one news outlets. You want to advance your career. You want to be a keynote speaker. You want to be able to launch a new product with a tweet because everyone is...
by Josh Lusk | Apr 24, 2018 | Financial Services
A year ago, the crowd assembled at the at the Fi360 Conference in the Nashville Omni Hotel was moved with anticipation when the Department of Labor (DOL) announced that the “fiduciary rule” would begin to be enforced in early June 2017. Today, the DOL’s version of...
by Josh Lusk | Mar 26, 2018 | Financial Services, Social/Digital Marketing, Thought Leadership
Mark Zuckerberg, you have 487 new notifications. Not from friends, but from inquiring minds in the media. If you think his life is bad as this Cambridge Analytica scandal remains in the headlines, just imagine what life could be like inside your firm should a crisis...
by Josh Lusk | Feb 20, 2018 | Financial Services, RIAs, Thought Leadership
“I don’t need you. I can just do it myself.” That’s the phrase advisors have feared since the first online discount brokerages started marketing to the average investor. The same feeling that empowered a generation of day-traders, inspired the dawn of the...
by Josh Lusk | Feb 2, 2018 | Financial Services, RIAs
Elon Musk once famously likened the rise of artificial intelligence to “summoning the demon.” While the infiltration of technology into the financial advice landscape isn’t being described quite as ominously, the relationship between the two is nothing short of...
by Josh Lusk | Jan 26, 2018 | Public Relations
Earned media should be an integral part of any thought leadership program. Yes, you should be creating content on your blog and social handles to establish thought leadership and build an audience. Yes, paid media like sponsored social posts and paid search can boost...
by Josh Lusk | Jan 19, 2018 | Conferences & Events, ETFs, Financial Services
This year’s Inside ETFs kicks off on Sunday, gathering over 2,500 ETF proponents under one roof to discuss what the future holds for the now wildly popular investment vehicles. With a quarter-century of existence under their belt, ETFs are included in more portfolios...
by Josh Lusk | Jan 19, 2018 | Event Strategy, Public Relations
Few people have a better perspective on CES than journalists, and one of the most insightful has always been Dan Tynan. An award-winning writer, editor, and “content strategerizer,” Tynan was witness to the biggest tech show on the planet this year. We asked him some...
by Josh Lusk | Jan 16, 2018 | Financial Services, RIAs
A few post mortems on the annual MarketCounsel Summit have been written in the days and weeks following the early December conference. Now that the RIA industry insider event is more than a month in the rearview mirror, it appears that little has been said of one of...
by Josh Lusk | Jan 11, 2018 | Conferences & Events, Consumer Tech, Gaming/esports, Health Tech
More than 4,000 companies descended on Las Vegas to show off their new tech at CES this week. They haven’t disappointed. Voice assistants are powering homes, cars, and everything in between. Robot dogs learn new tricks while other robots fold your laundry. Smart...
by Josh Lusk | Jan 3, 2018 | Conferences & Events, Event Strategy
One of the major goals of attending any tech conference is media coverage. If that’s what you’re aiming for in your 2018 event schedule, some tech events are better than others. Here’s our month-by-month guide to the tech shows – from consumer electronics to cyber...
by Josh Lusk | Dec 20, 2017 | Financial Services
A recent stint on jury duty reminded me of something my parents used to say to me as a child: “If your friends all jumped off a bridge, would you jump too?” While I never thought it would happen to me, a letter recently came in the mail summoning me for jury duty....
by Josh Lusk | Nov 30, 2017 | Company News, Financial Services
When the 2008 financial crisis started to unfold, I had just had my second child and secured my first mortgage. I was an employee at the agency I currently co-own today, and my wife had temporarily left her job to tend to our two boys, both under the age of 3. It was...
by Josh Lusk | Nov 20, 2017 | Content Marketing
When some of the best storytellers in business, media, and literature take the stage, you listen to what they have to say. At Content Marketing World 2017, many of those storytellers delivered advice and insights that are still echoing in my head a couple months...
by Josh Lusk | Nov 14, 2017 | Financial Services
Whether you’re the founder of an upstart ETF issuer or the CMO of a massive RIA firm, today’s increasingly high-volume, fast-paced media environment presents a plethora of credibility-building opportunities to share your story that you cannot afford to ignore. Given...
by Josh Lusk | Nov 3, 2017 | Social/Digital Marketing, Public Relations
When iPhone X first-looks began to appear, it was a little different than usual. Alongside the original iPhone first-gen reviewer Steven Levy, YouTubers were the first to release reviews, a full day earlier than most mainstream publications. Word spread quickly among...
by Josh Lusk | Nov 2, 2017 | Financial Services, Thought Leadership
When the 2020 edition of the renowned Inside ETFs conference occurred in late January, it was still several weeks before the coronavirus pandemic had established a firm foothold in the U.S. and caused an unprecedented economic shutdown. One of the most prominent...
by Josh Lusk | Oct 26, 2017 | Cybersecurity, Public Relations
Cybersecurity reporters have one of the toughest jobs in journalism. Attack trends can change by the day as reporters’ inboxes fill with claims of the next big hack or discovery, leaving them sifting through and confirming the technical details, all while translating...
by Josh Lusk | Oct 24, 2017 | Financial Services, RIAs
For the fourth year in a row, Gregory FCA is heading to FinCon, an annual conference bringing together the financial media’s finest thought leaders including those who have made their name via traditional media and those who have emerged as new media stars. The...
by Josh Lusk | Oct 12, 2017 | Conferences & Events, Financial Services
Marketers for asset management firms are under continual pressure to increase efficiency of marketing spends and demonstrate ROI for every expense incurred. For those in the start-up and boutique end of the business, this pressure can be stifling. In our work with...
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 | Sep 5, 2017 | Conferences & Events, ETFs, Financial Services, Thought Leadership
This week, those involved in the ETF industry descend upon Chicago for the annual Morningstar ETF Conference. If the attendance and size of sponsorship presence is any indicator, the outlook is still strongly bullish for ETFs ─ but that’s not to say that there aren’t...
by Josh Lusk | Aug 30, 2017 | Financial Services, Thought Leadership
For more than 10 years, I’ve moonlighted as a stand-up comedian. (And I do mean moonlighted, having sat patiently at open mics into the wee hours of the night just to tell jokes for three minutes.) Having worked as a journalist or PR professional by day, I’d invest my...
by Josh Lusk | Aug 2, 2017 | Financial Services, Public Relations
What do life insurance and rugby have in common? On the surface, it might not seem like there are many similarities that intertwine the two, but there is one company out there taking the connection to the next level. Earlier this summer, the Penn Mutual Collegiate...
by Josh Lusk | Jul 17, 2017 | Financial Services
Today is World Emoji Day! To celebrate, we at Gregory FCA are giving you the ultimate guide to financial Emojis. To start, here a few events that have shaped the financial landscape so far in 2017: Brexit Dow 20,000 Federal Reserve raises rates Trump rally French...
by Josh Lusk | Jul 10, 2017 | Conferences & Events, Financial Services, Thought Leadership
This week, Gregory FCA is headed back to the InVest 2017 conference in New York City, coordinated by our friends at SourceMedia. InVest brings together the sharpest minds in the fintech space for a two-day event. This year’s lineup promises to cover pressing industry...
by Josh Lusk | Jun 21, 2017 | Conferences & Events, Financial Services
Surprisingly significant amounts of time, energy, and financial resources go into attending an industry conference – is your firm making the most of this investment? The conference scene can still be a valuable difference-maker for emerging brands, or companies with...
by Josh Lusk | May 31, 2017 | Financial Services
Just shy of his 100th day in office, President Donald Trump dropped a bombshell. His long-awaited tax reform plan was finally made public. The media had an inkling it was coming, as many reporters were tipped off that the plan would announced on April 26. It was a...
by Josh Lusk | May 15, 2017 | Company News, ETFs, Financial Services
Long before her career in financial services PR, Jess Emery’s parents taught her the importance of hard work and determination. As a first-generation college graduate, her parents were always there to provide the encouragement and support necessary for her to achieve...
by Josh Lusk | May 5, 2017 | Event Strategy
Public relations is all about relationships, and Collision offers conversations you can’t find at many other tech shows. We met entrepreneurs, visionaries, and leaders face to face, talking about everything from world-changing technology to devices that makes our...
by Josh Lusk | May 4, 2017 | Financial Services, Thought Leadership
Love him or hate him, the era of President Donald Trump has ushered in – or perhaps solidified – the age of hyperbole. His statements have made words like “huge” and “big-league” a laugh line unto themselves on late night TV and in offices around the country. This...
by Josh Lusk | Apr 20, 2017 | Company News
At the end of last year, we shared some exciting news about our company’s growing operations! Not only have we recently welcomed an influx of bright new talent, but we also finalized renovations to our headquarters in Ardmore, PA. After three months of dust and...
by Josh Lusk | Apr 7, 2017 | ETFs, Financial Services
Anticipating compliance needs and delivering on them in a timely manner can be a complicated process for ETF issuers, especially once you start factoring in your unique marketing goals for repurposing earned media coverage. Balancing all facets of compliance approval...
by Josh Lusk | Apr 7, 2017 | Public Relations
There’s no understating the power of a well-written profile or a positive review of your gadget: Media endorsements can drive hundreds or even thousands of readers to your website and boost sales. For some tech companies, a public relations strategy can center on...
by Josh Lusk | Apr 5, 2017 | Conferences & Events, ETFs, Financial Services
Later this week, the ETP Forum will take place at the New York Athletic Club. Ahead of the conference, we’re previewing the event with ETF Global Director of Research Chris Romano, who is also the chairman of the ETP Forum. Listen to our conversation with Chris...
by Josh Lusk | Apr 4, 2017 | Financial Services
Yesterday, InvestmentNews hosted its Icon & Innovators awards luncheon, celebrating the accomplishments of exemplary movers and shakers who have dedicated their careers to the growth and evolution of the financial services industry. The room was full of top minds...
by Josh Lusk | Mar 23, 2017 | Financial Services, Thought Leadership
Welcome back, basketball fans. While you may have your eye on your office bracket, there’s a different kind of madness going on that should have you glued to your TV. No, we’re not talking about which Cinderella team is advancing in the Tournament; we’re talking...
by Josh Lusk | Mar 20, 2017 | Conferences & Events, Event Strategy
It makes sense that I heard the idea on a Fasten ride home from SXSW. I had been talking to the driver, and she started telling me about the app she wants to build. It’s similar to LinkedIn, but puts all your relationships in context. It helps you recall who you met,...
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 | Mar 15, 2017 | Content Marketing, Event Strategy
Amid the roar of South by Southwest (SXSW for the uninitiated), there’s a seemingly endless selection of avenues to travel down. First, there are the big paths. Film, music, and interactive. Interactive, while an extremely diverse track in its own right (featuring a...
by Josh Lusk | Mar 2, 2017 | Financial Services, Thought Leadership
In this month’s edition of Global Newshacking, we take a look at how firms can weave their corporate narrative into the news stories of the day. Below are five areas we see as prime targets throughout the next several weeks. 1) TRUMP AND DATA Both the Wall Street...
by Josh Lusk | Feb 16, 2017 | ETFs, Financial Services
The evening of Feb. 14 provided several of Gregory FCA’s ETF clients with more to celebrate than just Valentine’s Day at the 2017 Fund Action ETF Innovation Awards in New York City. At the event, we were excited to see four of our clients take home a range of awards,...
by Josh Lusk | Feb 14, 2017 | Financial Services, Social/Digital Marketing
Whether you favor romantic dinners for two or a heart-shaped box of chocolates, Valentine’s Day is all about expressing gratitude and appreciation for the special people in your life. In this spirit, we couldn’t think of a better time to show some love to a few of our...
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 | Feb 10, 2017 | Social/Digital Marketing
In our last influencer marketing post we highlighted how important presentation can be when engaging and building a relationship with the new media. Just like consumers peruse products on a shelf, influencers are sizing up your company — how your brand...
by Josh Lusk | Feb 3, 2017 | Content Marketing
When you’re writing a brand story, good bones can help. What I’m talking about is the structure that supports your story, whether it’s a press release announcing your new product, a thought-leadership blog post, or a contributed article for Forbes. And while there are...
by Josh Lusk | Feb 1, 2017 | Financial Services, Thought Leadership
At Gregory FCA, we pay attention to the media. We know what journalists are writing. We know what is being talked about on TV news shows. And, most importantly, we know how to get our clients’ names into the media. Here are some news events we are paying attention to...
by Josh Lusk | Jan 25, 2017 | Conferences & Events, ETFs, Financial Services
With a record-breaking turnout of approximately 2,300 attendees, Inside ETFs 2017 is officially in the books. Topics of discussion throughout the event covered ETF regulation, flows, fresh new investment strategies and much more. At the end of the second full day,...
by Josh Lusk | Jan 24, 2017 | ETFs, Financial Services
The ETF industry is growing and so too is the range of publications that are devoting resources to covering it. While mastheads like Barron’s, The Wall Street Journal, Reuters and The Financial Times remain integral providers of information, there are several quality...
by Josh Lusk | Jan 22, 2017 | Conferences & Events, ETFs, Financial Services
The Inside ETFs conference got off to a fast start today with panel discussions surrounding effective trading, fixed income ETFs and connecting with millennials, a generation that has been particularly drawn to the product set. But the clear highlight of the day came...
by Josh Lusk | Jan 20, 2017 | Financial Services
With more than 100 million hours of video watched on Facebook every day, wealth managers looking to take their content creation to the next level and get the attention of reporters are wisely expanding their video production capabilities. As the wealth management...
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 | Dec 21, 2016 | Public Relations
We flagged down the truck driver and helped him unload a crate marked fragile that contained a quarter-mile-long spool of flexible glass. After pushing the crate through the back halls of a San Francisco hotel in search of the service elevator, we lined up behind a...
by Josh Lusk | Dec 14, 2016 | Financial Services, Public Relations
You’ve been in the hot seat on CNBC. Your name is woven in articles throughout The Wall Street Journal. You’ve been featured on podcasts, radio shows and trade magazines. But now what? Clients constantly ask us about the different ways they can leverage their media...
by Josh Lusk | Nov 28, 2016 | Conferences & Events, ETFs, Financial Services
Despite standing at over $3 trillion in global assets today, investors and advisers still want to know ─ how high can ETFs fly? The industry has come a long way since the first U.S.-listed ETF began trading in 1993, but a flurry of unanswered questions continue to...
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...
by Josh Lusk | Nov 15, 2016 | Consumer Tech, Event Strategy, Public Relations
Thanksgiving is next week. Holiday gift guides are arriving by the dozen. CES is 50 short days away. Don’t panic. It’s a big time of year for consumer technology companies, and not just because of the upcoming holiday shopping season. You have a lot to take care of...
by Josh Lusk | Nov 4, 2016 | ETFs, Financial Services, Thought Leadership
Investors watching the evening news have mostly gone blind to the qualities of a “good interview.” But when someone bombs on live TV, it is overwhelmingly apparent, even to the untrained eye. This is partly why we at Gregory FCA place a heavy emphasis on media...
by Josh Lusk | Oct 27, 2016 | ETFs, Financial Services
In a world of one-person shops and billion-dollar asset managers, some midsized RIAs struggle with an identity crisis when it comes to connecting with potential clients. It’s no secret that financial services firms in general have had a difficult time relating to...
by Josh Lusk | Oct 25, 2016 | Financial Services, RIAs
As one of the nation’s top financial PR firms, we are keenly aware of our clients’ interest in monitoring their campaigns and measuring the return on investment. It’s for this reason we work with our clients to determine the objectives of a particular project or...
by Josh Lusk | Oct 13, 2016 | Conferences & Events, Event Strategy
Too many companies sabotage their chances of CES success before they ever arrive at the show. Even if you have a standout new gadget or your company is growing wildly, even if you’ve invested thousands of dollars in your CES appearance or you’re bringing your A team,...
by Josh Lusk | Oct 6, 2016 | Financial Services, Thought Leadership
As the media landscape becomes increasingly fragmented and new technologies come and go, podcasting appears to be one form of news dissemination that’s here to stay. Statistics suggest podcasts are becoming an increasingly prevalent way people get their information....
by Josh Lusk | Sep 22, 2016 | Conferences & Events, ETFs, Financial Services, Thought Leadership
The exchange-traded fund arena has blossomed in recent years into a diverse investment industry with avenues extending to nearly every nook and cranny of the market. What was once known as a niche product set has proliferated so greatly that Fidelity, John Hancock and...
by Josh Lusk | Sep 14, 2016 | Conferences & Events, Financial Services
If you still think blogging is just a hobby, think again. Over the past decade, blogging has become a widely-adopted marketing tool for financial services companies to communicate with their target audiences. Next week, my colleague Tony Catinella and I are jetting...
by Josh Lusk | Sep 8, 2016 | Conferences & Events, Financial Services
Considering the $30 trillion of wealth expected to transfer to the next generation over the following 30 years, the competition among financial advisers looking to align themselves with younger demographics is greater than ever. For wealth managers, the use of...
by Josh Lusk | Sep 6, 2016 | Conferences & Events, ETFs, Financial Services
ETF investors, issuers and enthusiasts will be converging on Chicago tomorrow for the annual Morningstar ETF Conference, and Gregory FCA will once again be present. As we prepare to travel to the Windy City to immerse ourselves in the complicated, exciting,...
by Josh Lusk | Aug 25, 2016 | Conferences & Events, Financial Services
The rate of change brought on by innovation in the fintech arena is sending ripples throughout the financial services industry. The demand for next generation information security, digital client experience tools, alternative lending companies and big data powered...
by Josh Lusk | Aug 17, 2016 | Financial Services
Every four years, the Summer Olympics captivate, awe and inspire audiences around the world. This year, all eyes are on Rio de Janeiro, as athletes compete for gold and glory. While they’re certainly stars in their own right, several attract the media’s attention for...
by Josh Lusk | Aug 11, 2016 | Financial Services, RIAs
Fintech has been dominating headlines in 2016, and for good reason. Ever since the financial crisis of 2008, Wall Street and everyday investors alike have been scrambling for safer ways to invest and manage their money. The fear of another Lehman moment has driven...
by Josh Lusk | Aug 8, 2016 | Financial Services, Thought Leadership
Heading into my first job after college graduation, I knew I wanted to work for a top financial PR firm that was not only committed to making a difference for clients, but also a workplace that could challenge me to put my education into practice while investing in...
by Josh Lusk | Aug 3, 2016 | Public Relations, Social/Digital Marketing
Few media are diving into live streaming like Cheddar, the millennial-focused CNBC of Facebook Live. Broadcast from the floor of the New York Stock Exchange, Cheddar puts an entirely new spin on live business news, bringing a more off-the-cuff, authentic, and...
by Josh Lusk | Aug 2, 2016 | Financial Services
No matter how airtight your day-to-day communications strategy may be, there’s always the potential for a disaster to hit and thrust your company into the spotlight for all the wrong reasons. An employee could go rogue, as Korean Air can attest, a technical glitch...
by Josh Lusk | Jul 25, 2016 | ETFs, Financial Services
What makes for a successful ETF launch? If the panel I recently moderated at the annual Global Indexing and ETFs conference – and my own professional experience – is any indication, there’s no simple answer to this question. Considering Gregory FCA is a top 5 PR firm...
by Josh Lusk | Jul 13, 2016 | Financial Services, Social/Digital Marketing
Content is king. Distribution is queen. If that wasn’t apparent for the last half dozen years, the news this week that behemoth financial media companies signed live-streaming partnerships with social media outlets should make it impossible to ignore. CNBC this...
by Josh Lusk | Jul 7, 2016 | Financial Services
I had the privilege of meeting New York Times bestselling author Dr. Daniel Crosby at FinCon in 2014. During his keynote address at the conference, he spoke about the intersection of finance and behavioral psychology. As anyone in the financial industry knows,...
by Josh Lusk | Jun 13, 2016 | Conferences & Events, Financial Services, RIAs
We’re just a few days away from In|Vest 2016, SourceMedia’s technology show that promises to reveal the latest in how the Fourth Industrial Revolution is affecting our world of financial services and wealth management. Attendees will have the ability to see and hear...
by Josh Lusk | Jun 9, 2016 | Public Relations
A compelling video, an existing base of supporters, and a great product are all key to a successful crowdfunding campaign. But to amplify your reach, you need media coverage. As entrepreneurs, makers, and even established companies use crowdfunding to bring new...
by Josh Lusk | Jun 1, 2016 | Financial Services, RIAs
“The times they are a-changin’.” Bob Dylan first crooned these lyrics in his 1964 title track to acknowledge a mass cry for social reform. Listen closely now, and you’ll hear echoes of the song’s core message underscoring some of today’s most newsworthy issues: the...
by Josh Lusk | May 5, 2016 | Financial Services, RIAs
Earlier this spring ahead of the NCAA March Madness tournament, college basketball fans waited to learn the fate of their favorite team. Would they make the tournament? Where would they be seeded? Where would they play their first game? A poll of these fans sought to...
by Josh Lusk | Apr 15, 2016 | Consumer Tech, Social/Digital Marketing
Influencer marketing. If you work in communications, you’re bound to have heard the phrase. When seemingly anyone can become Instagram famous, tapping social media influencers has quickly become a check list item for brands looking to reach new eyes and minds. And...
by Josh Lusk | Apr 5, 2016 | Conferences & Events, ETFs, Financial Services
The financial services team at Gregory FCA is gearing up for its fourth trip to the Expert Series ETP Forum in New York on April 6. As a top 10 financial services PR firm and the industry leader in PR, marketing and media relations for ETF issuers, we get excited...
by Josh Lusk | Apr 4, 2016 | Financial Services, RIAs, Thought Leadership
Don’t look now, but the Department of Labor’s long-debated “fiduciary rule” is expected to be unveiled in Washington, D.C. on Wednesday. The industry has been wringing its hands over the heavily discussed regulation that President Barack Obama has advocated as a way...
by Josh Lusk | Apr 1, 2016 | Financial Services
We’ve all been there before. You’re perusing Twitter or Facebook and stumble across a headline that catches your eye. It looks interesting at first glance, maybe even shareable. But alas, after opening the link, you quickly realize this article is not quite what you...
by Josh Lusk | Mar 23, 2016 | Content Marketing, Social/Digital Marketing
A recent survey showed that 82 percent of B2B marketers use blogs as part of their content marketing strategy. The same study found that only 59 percent rated their blogging efforts as effective, down from 2015. There are likely a number of reasons why that...
by Josh Lusk | Mar 15, 2016 | Financial Services, RIAs
If you’re an RIA, you know the millennial generation is going to be a priority for the long-term success of your business. After all, according to CNNMoney, millennials already outnumber baby boomers – 87 million to 76 million, to be exact. A nationwide debate has...
by Josh Lusk | Mar 1, 2016 | Financial Services, RIAs
Political rhetoric, Hollywood productions, stock market gyrations and the rise of tech-driven alternatives to the traditional financial advice professional have tilted the playing field against the average RIA firm. As a result, it’s more important than ever for...
by Josh Lusk | Feb 26, 2016 | ETFs, Financial Services
Nearly 15 months after the SEC granted Eaton Vance the exemptive relief to launch NextShares, the firm that made its name in mutual funds has finally seen the market debut of its first NextShares product. When Eaton Vance first made a push to innovate the investment...
by Josh Lusk | Feb 24, 2016 | Financial Services, RIAs
At Gregory FCA, we work with RIAs of varying sizes across the country to tell their story through traditional media and their own channels. It’s an exciting time given how rapidly marketing infrastructure continues to evolve. The constant introduction of new...
by Josh Lusk | Feb 11, 2016 | Event Strategy, Public Relations
Ethan Pierse lives in Paris helping startups bring their technology to a global stage. Which is exactly what happened at CES this year. A number of French technology companies stole the show, and for good reason: The products are great. Even in the crowded...
by Josh Lusk | Feb 11, 2016 | Financial Services, ETFs
Last week, thousands of RIA industry insiders gathered in Orlando, Fla. for the National LINC conference hosted by TD Ameritrade Institutional. LINC is an acronym for “learn, inspire, network and collaborate,” and the conference is meant to serve as a venue for the...
by Josh Lusk | Feb 4, 2016 | Public Relations
As Editor-in-Chief of Digital Trends, Jeremy Kaplan’s job is “keeping the site awesome.” And he has – 20 million readers visit every month for tech news and reviews that explain technology simply and clearly without dumbing it down. How can you get your company into...
by Josh Lusk | Jan 28, 2016 | Content Marketing, Public Relations
You can’t become a better writer overnight. But you can develop habits, acquire skills, and spot opportunities that will raise the quality of your PR and content marketing campaigns. These steps are especially important for tech companies, where a focus on engineering...
by Josh Lusk | Jan 28, 2016 | Financial Services
Movies can be an incredibly powerful way to spread an important message. Over the holidays, my wife and I went on a theater binge and saw The Hateful Eight, Star Wars and The Big Short. I was a bit worried she wouldn’t enjoy the last of the three flicks. My wife is...
by Josh Lusk | Jan 22, 2016 | Conferences & Events, ETFs, Financial Services, Social/Digital Marketing
On Sunday, Joe Anthony and members of the Gregory FCA team will join the brightest minds in the exchange-traded product business in Hollywood, Fla. at the Inside ETFs conference hosted by ETF.com. As we’ve written on this blog before, the conference temperament almost...
by Josh Lusk | Jan 7, 2016 | Conferences & Events, Consumer Tech, Event Strategy
When I wrote in November about the top 3 technologies that would steal the show at CES 2016, I left one glaring hole. No, it wasn’t that hoverboards were banned from the show (which, by the way, we saw!). Rather, it was the massive, immersive presence of virtual...
by Josh Lusk | Jan 6, 2016 | Conferences & Events, ETFs, Financial Services
Each January, the professional community that creates, trades, markets, researches and promotes ETFs gathers at the Inside ETFs Conference in South Florida. Hosted by research firm ETF.com, the conference has long reflected the strength of the industry. The tone and...
by Josh Lusk | Jan 4, 2016 | Conferences & Events, Social/Digital Marketing
Headed to CES? Don’t forget your NewsHackers CES bingo board. If you’ve been to the world’s largest consumer electronics show before, you’ll know what we’re talking...
by Josh Lusk | Jan 4, 2016 | Financial Services, RIAs, Thought Leadership
Every winter season brings another round of resolutions for the New Year. In the PR world, the resetting of calendars provides agencies representing financial services firms with an opportunity to reevaluate their communications strategies. PR strategies capitalized...
by Josh Lusk | Dec 17, 2015 | Public Relations
Few tactics have proven more valuable in securing media coverage than a well-executed tech demo. And more product demonstrations will be done over the next few weeks than any other time of year. CES is prime time as technology media and tech companies come together...
by Josh Lusk | Dec 9, 2015 | Financial Services, RIAs
In the financial advisory space, implementing a social media strategy is no longer a choice. Advisors can benefit from social media in many ways. But at the end of the day, a social media presence helps in two major fashions: it allows RIAs to better communicate with...
by Josh Lusk | Dec 4, 2015 | Conferences & Events, Financial Services
In a few days’ time, leaders within the periphery of the RIA and broader financial services sector will gather in Miami for the 2015 MarketCounsel Summit to hear some of the best in the business offer thoughts and opinions on trends shaping our industry. This will be...
by Josh Lusk | Dec 2, 2015 | Public Relations
When I worked for a newspaper in New Jersey almost 18 years ago, we had one computer in the office connected to the Internet. One. Now I have five Internet-connected devices just at my own desk. The day’s conversations, reactions, tweets, posts, live streams, snaps,...
by Josh Lusk | Nov 25, 2015 | Conferences & Events, ETFs, Financial Services
The 2015 Fall ETP Forum, organized by Expert Series, kicked off last Friday at The New York Athletic Club, bringing together some of the notable new players in the ETF business. Gregory FCA was on hand to take in the event and shoot some video of the conference’s...
by Josh Lusk | Nov 19, 2015 | Conferences & Events, ETFs, Financial Services
In order to be successful on behalf of our financial services clients, we’re constantly keeping our finger on the pulse of the industry. What better way to do that than to dive right in and attend the very same events our clients and competitors do? That’s exactly why...
by Josh Lusk | Nov 12, 2015 | Conferences & Events, Consumer Tech, Event Strategy
International CES has brought us the first curved OLED TVs, mini drones, and robot humanoids. What will we see in the 15-mile trek across the Las Vegas Convention Center (and Sands Expo Center, and Venetian, and an untold number of hotel suites) in 2016? I’ll be...
by Josh Lusk | Nov 12, 2015 | Financial Services, RIAs, Social/Digital Marketing
Want to make your financial services firm’s marketing engine hum? Ditch the idea that having a blog is an optional thing. Recast the “if I get to it” sidebar project that characterizes most firms’ blogging efforts into the hub of all your outbound media relations and...
by Josh Lusk | Nov 6, 2015 | Content Marketing, Public Relations
Google “how to write a press release” and you’ll see a lot of examples that follow the same tired template. Stock quotes. Company taglines that take up three lines of text. Headlines that mean nothing to someone unfamiliar with the company. Thousands of releases hit...
by Josh Lusk | Oct 29, 2015 | Public Relations
When’s the last time you took out a ruler and measured a newspaper article that featured your company? Let’s hope it’s been at least a couple decades (or never). We haven’t heard anyone ask for column inches in a while, but there are still a number of...
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 20, 2015 | Content Marketing, Public Relations
The moment you open this Grantland story (R.I.P.) about Jeff Henry, water slide pioneer, you’re shooting down Henry’s 17-story creation, the largest water slide in the world, and into the narrative. Take note. What better way to start an article on water parks than to...
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 23, 2015 | Content Marketing
You have a product or service that’s unlike anything else available. You’re doing what seemed impossible even a few years ago, shifting the ground of your industry. But your story has yet to be told on a larger stage. You want to tell the world about the work you’re...
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...
by Josh Lusk | Sep 3, 2015 | Financial Services
A recent study by LinkedIn and Ipsos found that while previous generations may have seen financial matters as private and would never consider discussing them with their peers, nine in ten Millennials use social networks to seek opinions and comments regarding...
by Josh Lusk | Aug 12, 2015 | Financial Services, Public Relations, RIAs
Here at Gregory FCA, we have the privilege of working with firms who are looking to catalyze growth for the future and are using the current strength of their business to bolster their marketing and communications plans to ensure that their businesses are in shape to...
by Josh Lusk | Jul 28, 2015 | Financial Services, RIAs
Editor’s note from Joe Anthony: Here at Gregory FCA we are celebrating our 25th anniversary of being in business. The heartbeat of our agency is our ability to deepen our relationships with our clients and the media alike. Here is a Q&A featuring United...
by Josh Lusk | Jul 17, 2015 | ETFs, Financial Services
I woke up Tuesday morning to a fun tidbit in my inbox delivered by my friends at KCG. In the morning ETF note, the writers broke the news (to me, at least) that Kevin O’Leary and his amazing marketing machine were debuting the first of what seems to be several ETFs...
by Josh Lusk | Jul 9, 2015 | Financial Services, RIAs
Ninety-two million strong, millennials have become a force to be reckoned with. As the baby boomers phase out, RIAs need to make serious strides in understanding this up-and-coming group. The good news is that the opportunities are endless, especially considering that...
by Josh Lusk | Jun 17, 2015 | Financial Services
If you were to ask any business owner to name what has affected his/her company the most in the past five years, the answer would likely be technology. Looking at the financial services industry in particular, the impact of the digital transformation in this sector is...
by Josh Lusk | Jun 10, 2015 | ETFs, Financial Services
Social media has transformed the way people communicate with each other and how brands represent themselves. With today’s social tools, a reputation can be tarnished instantly by a spiteful client. We’re no longer judged as a book is by its cover, but rather by the...
by Josh Lusk | Jun 8, 2015 | Financial Services, RIAs
By 2025, it is estimated that women will control or manage approximately two-thirds of the country’s wealth. According to an advisor survey conducted by Charles Schwab & Co., private wealth alone, by 2020, is estimated to reach $22 trillion, and women are...
by Josh Lusk | Apr 20, 2015 | Financial Services, RIAs
April is Financial Literacy Month, timed around Tax Day when Americans are focused on money matters. With nearly three of every four adults acknowledging they would benefit from professional financial advice, firms are wise to draw attention to their services this...
by Josh Lusk | Mar 26, 2015 | Financial Services, RIAs
Late yesterday, the websites and Twitter feeds of both mainstream business and niche financial industry publications were blowing up with the news around yet another digital advice/financial planning and information company getting bought up by a more conventional...
by Josh Lusk | Mar 16, 2015 | Financial Services, RIAs
Stop me if you have heard this before: there is an age problem in the financial services industry. With the average age of advisors hovering around 50-years-old, and 43 percent of advisors over the age of 55, the industry is bracing for retirement in droves. In fact,...
by Josh Lusk | Feb 16, 2015 | Financial Services, RIAs
Editor’s Note: This post is a collaboration between Marissa and another member of the Gregory FCA team, Kathy McConnell. At a breakout session at the recent TD Ameritrade National LINC Conference, the discussion centered in on advice for RIA executives looking to...
by Josh Lusk | Feb 11, 2015 | Conferences & Events, ETFs, Financial Services
At the end of January, Joe Anthony and I, along with 1,800 ETF industry participants, descended upon Hollywood, Fla. for the annual Inside ETFs Conference. We were given the opportunity to “geek out” over the newest trends, key players and the future of this industry,...
by Josh Lusk | Jan 26, 2015 | ETFs, Financial Services
In our previous post, we introduced our quartet of ETF industry experts who currently are operating at ground zero of new ETF issuance to talk about how to successfully launch products in an increasingly crowded and competitive market. The four panelists agreed that...
by Josh Lusk | Jan 21, 2015 | ETFs, Financial Services
According to ETF.com, the number of exchange traded funds (ETFs) listed in the U.S. increased to 1,669 last year with 197 new products launched and a total AUM of over $2 trillion. Everyone’s favorite investment product is putting up some staggering numbers. It’s...
by Josh Lusk | Jan 19, 2015 | Financial Services, RIAs
Here at Gregory FCA, our clients include some of the brightest minds in the retirement industry. We work with third-party administrators, retirement plan providers and the planners who help savers make the right decisions with their nest eggs. As we immerse ourselves...
by Josh Lusk | Dec 8, 2014 | Financial Services, Social/Digital Marketing
There is no disputing the fact that social media has evolved from its original purpose as a social communications medium into a tool businesses leverage to sharpen and refine their messages, helping them succeed in their industry. Here at Gregory FCA, where we help...
by Josh Lusk | Nov 25, 2014 | Financial Services
My grandfather’s birthday was in late November, often falling on the same weekend as Thanksgiving. It’s not uncommon for me to find myself thinking of my grandfather while I am also counting my blessings. It has been nine years since my grandfather passed away, but a...
by Josh Lusk | Nov 12, 2014 | Conferences & Events, Financial Services
Last Thursday I attended Business Development Institute’s The Future of Financial Services Communications Summit where my colleagues, President Greg Matusky and Vice President Kim Harmsen, presented: “The New Communications Paradigm in Financial Services: The Penn...
by Josh Lusk | Oct 28, 2014 | Financial Services, RIAs
If you own an investment management firm or RIA firm, you sweat out weeks like the ones we’ve had since the beginning of October. Running a business where a vast majority of your revenue is calculated as a function of the value of the investments you have under...
by Josh Lusk | Oct 23, 2014 | Financial Services
I recently traveled to Chicago to support Gregory FCA President Joe Anthony at The Business Development Institute’s Financial Services Social Business Leadership Forum where Joe presented: “The New Communications Paradigm in Financial Services: The Penn Mutual Case...
by Josh Lusk | Oct 15, 2014 | Conferences & Events, Financial Services
Gregory FCA Partner and President Joe Anthony has been tapped to present to some of the largest financial services companies in the nation on October 16, 2014, at the BDI Financial Services Social Business Leadership Forum in Chicago. His presentation, entitled “The...
by Josh Lusk | Oct 2, 2014 | Financial Services, RIAs
The warning bell has already been sounded for RIAs: the financial advisory business is about to change, and not everyone will survive the transition. What will it take for a firm to remain relevant through the digital deluge? Robo-advisors and a related crop of...
by Josh Lusk | Sep 29, 2014 | Conferences & Events, ETFs, Financial Services
Last week Morningstar hosted its 5th Annual ETF Conference in Chicago, bringing together some of the industry’s brightest minds and rising stars. The conversation took assessment of the current ETF landscape, speculating the next frontiers on the verge of taking over...
by Josh Lusk | Sep 16, 2014 | ETFs, Financial Services
Low-cost. Tax efficient. Transparent. Intraday trading. Liquidity matching the underlying securities. These qualities of ETFs have been trumpeted for years since iShares, State Street and other large issuers helped make ETFs an option for mainstream investors. In the...
by Josh Lusk | Sep 15, 2014 | Financial Services
The media landscape is constantly evolving and over-crowding makes it difficult to stand out among competitors. While the latest market fluctuations aren’t always front page news, celebrities and pop culture often are, and those news stories are catching—and...
by Josh Lusk | Sep 11, 2014 | Financial Services
A post on our sister blog, Gregarious, from firm president Greg Matusky, outlined incendiary tech publications; that is, outlets that don’t have the instant name recognition of a mainstream media publication, but still influence the national conversation on a topic,...
by Josh Lusk | Aug 14, 2014 | Financial Services
So you think you have some newsworthy commentary to add to the never ending media coverage of the financial markets, but you’re not sure how to crack the 24/7 news cycle? The trick to gaining exposure, becoming an important voice, and positioning your firm or people...
by Josh Lusk | Aug 6, 2014 | Financial Services
Financial services industry firms have a tremendous challenge when it comes to finding their own voice and making sure that voice gets heard. Gail Graham, chief marketing officer at United Capital Financial Advisers – a nationally branded RIA firm that has been a...
by Josh Lusk | Jul 21, 2014 | ETFs, Financial Services
More than 650 new exchange-traded products launched since the start of 2011 for a total of 1,586 products on the U.S. market as of April 17, 2014. The din of the crowd is making it harder for new voices and new products to stand out to investors in a sea of choices...
by Josh Lusk | Jul 7, 2014 | Financial Services, RIAs
They are coming to take your job… or are they? This summer’s blockbuster end-of-the-world movie promises to blow the lid off the financial advisory industry. Robo advisors are here and they threaten to suck the blood out of the industry. The press is already sounding...
by Josh Lusk | Apr 28, 2014 | Financial Services, RIAs, Social/Digital Marketing
It’s no secret that LinkedIn has been the social media “gateway drug” for financial industry firms. For an industry that has long conducted business via referral and on the basis of who you know, the utility of LinkedIn makes the network the natural first step into...
by Josh Lusk | Mar 4, 2014 | ETFs, Financial Services, RIAs
As a top financial PR firm, we’ve had the fortune of working with a diverse group of financial services firms. Mutual funds, ETF sponsors, CPA firms, banks, and asset managers have populated our client roster for years. However, our financial PR unit was formed when a...
by Josh Lusk | Jan 31, 2014 | Financial Services, RIAs
Contrary to results from a recent survey of Granite State voters in New Hampshire, Mitt Romney said in his keynote speech yesterday at TD Ameritrade Institutional’s annual conference that he will not be running for office in 2016. Having addressed the elephant in the...
by Josh Lusk | Jan 27, 2014 | Financial Services, RIAs
Financial institutions have stars in their eyes. Imagine yourself as a baby boomer in need of financial guidance. You are intelligent and have enjoyed a successful career. Now you’re seeking opportunities to ensure a comfortable retirement while preserving a legacy...
by Josh Lusk | Jan 24, 2014 | ETFs, Financial Services
There is no denying it: with more than $2 trillion in assets invested in ETFs, there is a tremendous opportunity to be had as evidence points to even further growth in the industry. But as we’ve witnessed firsthand, the entrepreneurial fund sponsor must run a marathon...
by Josh Lusk | Jan 16, 2014 | Financial Services
Whether you are preparing to deliver an educational workshop to a full room or fine-tuning your pitch for a one-on-one prospect discussion, the reality is that what you say and how you say it can make or break client existing relationships and the prospect of adding...
by Josh Lusk | Jan 3, 2014 | ETFs, Financial Services, RIAs
Investment firms have been content marketers for decades. Today, newsletters, direct mail pieces, conference calls, and seminars have been replaced or complemented by blogs, email campaigns, and webinars. The goal has not changed — firms want to deliver timely,...
by Josh Lusk | Dec 16, 2013 | Financial Services, RIAs
It’s that time again. Time for laughter, time for cheer. And along with it comes the stress of deciding what to send to clients this holiday season. While it’s always important to recognize clients, even the most thoughtful thank you might be overlooked in the crush...
by Josh Lusk | Dec 5, 2013 | Financial Services
Content is king. But it’s also killer. That message was heard loud and clear this week, when I presented at The Future of Financial Services Communications: Case Studies and Round Tables. Afterward in a series of round tables, we heard time again from marketing and...
by Josh Lusk | Dec 2, 2013 | ETFs, Financial Services
For the past five years, you have championed your Chief Investment Officer. You have promoted this person to the market. You have introduced him or her to one client after another, applauding a defined investment thesis, convincing the world of its right and might....
by Josh Lusk | Nov 18, 2013 | Financial Services, RIAs
When Buckingham Asset Management recently installed David Levin to the newly created position of chief marketing officer (CMO), they became part of an emerging industry trend with RIAs seeking to institutionalize their marketing efforts in search of a realized...
by Josh Lusk | Nov 11, 2013 | ETFs, Financial Services, RIAs, Social/Digital Marketing
Last month marked my tenth year working in financial communications, and the only constant over that time has been change and challenge. Breathtaking really, and while looking back, a few themes emerge: 1) It’s not about performance, stupid, or is it? Time and again,...
