Blog Archives



Social media is changing: Here’s what that means for your content & distribution strategy

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 social platforms, like Facebook, Twitter and LinkedIn, to see how companies can best leverage them. We also touched on Google AMP, a tool you’ve most likely heard of but may not...

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Video: The role of marketing & PR in a successful ETF launch

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 successfully articulate their fund’s value proposition and demonstrate staying power? In our work with ETF issuers, big and small, we’ve found a combination of the steps below makes...

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Reframing the next big thing at In|Vest 2018

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 York City last week, it became obvious that much of the industry has taken a step back from these two themes and settled into a new normal. While robo platforms...

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ETF marketers: Get bigger bang for your conference buck

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 industry-disrupting trends. But one thing is for sure: you’re dedicating time, energy and resources to be there, and we want to ensure you make the most of it. You will often...

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RIAs: Automation doesn’t have a place in your marketing efforts

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 available. Applying these automated factors to aspects like your CRM or back-office work makes sense, but there are some places where it won’t fit. Marketing is one of them. Marketing is an easy task to...

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3 key themes to take away from this year’s EBI Conference

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, investors, academics and others to keep up with the latest in industry trends. Panels featured the “best of the best” in finance, including several Gregory FCA clients and our very own Joe Anthony, who moderated a discussion on launching...

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4 bad PR habits your financial services firm needs to break now

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 there. If you want to build an impressive media presence and earn credibility, there are some critical media relations habits you should forego now....

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Lessons learned from being raised in a family business

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 accounting degree), which sent me frantically running to my parents for help, beaming with pride over my first big sale. With Father’s Day coming up this weekend, I...

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8 media topics that never fail for financial advisors

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’ interests appear  each year in your favorite newspaper or online pub. These topics not only move the needle for newsrooms, but can help prime the pump for your own blog as well. By challenging...

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Video: Looking ahead to #EBIWest — ETF launches: Do smaller issuers have the innovation advantage?

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 the topic, “Making an Entrance: New ETF Launches.” In preview of this panel, our Director of Broadcast Services Julie Parise checked in with Joe and one of the members of the upcoming panel,...

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