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How to conduct a year-end tune-up for your marketing routine

How to conduct a year-end tune-up for your marketing routine

by Josh Lusk | Sep 14, 2018 | ETF Launch, ETF Marketing, ETFs, Financial Services, Financial Trends

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...
How to humanize an RIA’s brand without breaking the bank

How to humanize an RIA’s brand without breaking the bank

by Josh Lusk | Oct 27, 2016 | ETF Launch, ETF Marketing, ETFs, Financial Services, Financial Trends

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...
Nailing your ETF launch: How to make a splash in a sea of competition

Nailing your ETF launch: How to make a splash in a sea of competition

by Josh Lusk | Jul 25, 2016 | ETF Launch, ETFs, Financial Services, Financial Trends

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...
Media focuses on cybersecurity, millennial distrust at #NationalLINC

Media focuses on cybersecurity, millennial distrust at #NationalLINC

by Josh Lusk | Feb 11, 2016 | ETF Launch, ETF Marketing, ETFs, Financial Services, Financial Trends

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...
Complacency kills: Don’t let your RIA firm’s growth flat-line

Complacency kills: Don’t let your RIA firm’s growth flat-line

by Josh Lusk | Aug 12, 2015 | ETF Launch, Financial Services, 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...
4 social media mistakes RIAs should avoid like the plague

4 social media mistakes RIAs should avoid like the plague

by Josh Lusk | Jun 10, 2015 | ETF Launch, ETF Marketing, ETFs, Financial Services, Financial Trends

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...
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