Blog Archives



The Gregory FCA story: How the 2008 crisis served as a watershed moment for financial communications

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 the income I was earning that paid the bills, and I didn’t want to think about what I’d have to do...

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Storify: Another successful week at Schwab IMPACT

Every year, thousands of attendees from across the financial planning landscape amass at the Schwab IMPACT conference in Chicago, one of the largest financial advisory shows of the year. As the only public relations firm attending the conference, we wanted to take a closer look at some of the highlights on social media as this year’s conference comes to a close. Check out our Storify below recapping another great week in the windy city. [View the story...

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Telling your story amid a hectic financial media environment

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 the deadline-driven nature of their jobs, finance reporters are often in a fury to put together stories. ETF managers, asset managers and everyone in between have an opportunity to showcase their thought leadership and...

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One year later: How the financial media landscape changed after the 2016 presidential election

Chances are, you recall exactly where you were when you learned the shocking results of the 2016 presidential election. No matter what side of the aisle you come down on, most people expected Hillary Clinton to defeat Donald Trump. As we all know now, Trump pulled off a surprising victory on Nov. 8, 2016. Love him or hate him, just one year later he has forever changed the media, the way we consume news...

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3 takeaways from the 2017 PRSA conference all financial services marketing pros should know

In October, Gregory FCA attended the Public Relations Society of America (PRSA) annual tri-state conference in New York City. The conference brought together over 200 professionals from across the region to gain insight from PR and marketing experts who covered the issues, topics and trends on every marketing and communications professional’s mind today. Speakers touched on a range of trends that will impact marketers as we head into 2018. Here are three takeaways from...

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Previewing #FinCon17 – Insights Ahead of Top Financial Blogger Conference

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 conference started in 2011 as a way for financial bloggers to network, but has since grown exponentially to attract prominent media outlets and industry influencers, like Michael Kitces. Its origins as a...

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How to Maximize Industry Conferences and Events in Support of Your Growth and Distribution Efforts

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 chief marketing officers, sales and distribution managers and others responsible for business growth at investment management firms, they constantly wrestle with how to capitalize on the opportunities that industry events present. To...

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Professionalizing the Financial Advice Industry: Panel Weighs In, Part 2

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 of Fi360, whose firm runs the credentialing of the AIF® and AIFA® designations; Pete Maher, CFA®, the most recent past-president of the CFA Society of Philadelphia; and Cary Carbonaro, Managing Director at United Capital, a...

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Professionalizing the Financial Advice Industry: Panel Weighs In, Part 1

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 lasting standard for investor protection has never been stronger. Over the last 20 years working with RIA firms, investment managers, broker-dealers and more, we have heard from a lot...

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United Capital’s Joe Duran captivates at Disrupt Advice 2017

Joe Duran, Founder and CEO of United Capital, took the stage at the Disrupt Advice conference in New York yesterday afternoon to explain how financial advisors can stay relevant as technology and evolving investor demands continue to revolutionize the industry. Many conference attendees were there to capture the speech on social media. Take a look below to see our Storify of the best tweets! [View the story “Joe Duran captivates crowd at Disrupt Advice” on Storify

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