by Mark Grandstaff | Aug 6, 2024 | Financial Services, Financial Trends, Media Relations, Public Relations, RIAs
In a perfect storm of market volatility, financial professionals must move with speed and calm confidence. That goes for the PR and marketing professionals who work alongside those financial professionals, too. To set the stage: A weaker-than-expected jobs report, a...
by Mark Grandstaff | Nov 9, 2023 | AI, Conferences & Events, Financial Services, Financial Trends, FinTech, RIAs
Registered independent advisors have plenty of runway to grow in 2024. But RIAs won’t get the liftoff they need without next-level strategies for lead acquisition and marketing. This year’s Schwab IMPACT, hosted in our backyard at the Philadelphia Convention Center,...
by Mark Grandstaff | Jun 6, 2023 | Conferences & Events, Content Marketing, Financial Services, Financial Trends, Public Relations, Social/Digital Marketing
Centered around the theme of growth, DeVoe & Company’s 2023 Elevate conference in Nashville, Tennessee, last month invited hundreds of advisors to learn from RIA industry experts and discuss strategies among peers. Focuses of the educational sessions included the...
by Mark Grandstaff | Jun 1, 2023 | Content Marketing, Financial Services, Financial Trends, Media Relations, Public Relations, Retirement, RIAs
It’s no longer a secret or surprise to most financial advisors that the ability to connect with their clients and where they are in their personal lives is more valued than the ability to vet which funds are going to outperform. In fact, advisors who can listen to...
by Mark Grandstaff | Apr 18, 2023 | Content Marketing, ESG, ETF Launch, ETF Marketing, ETFs, Financial Services, Financial Trends
The theme for Earth Day 2023, “Invest in Our Planet,” comes at a challenging time for sustainable investing. The ESG movement is facing significant political pressure, while market turmoil and the recent banking crisis have limited funding to climate startups. ...
by Mark Grandstaff | Mar 24, 2023 | Financial Services, Financial Trends, Media Relations, Public Relations, Social/Digital Marketing
Although I don’t like to make broad predictions about life, if I had to, I’d probably tell you that I’ll spend the rest of my working days in agency PR. What makes me so sure? No matter your industry, very few jobs offer the opportunity of a front-row seat to a...
