Blog Archives



The branding fallacy: How financial firms get it wrong

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. Branding, positioning and message development remain fundamental building blocks for most go-to-market strategies for businesses old and new. However, within the financial services arena where I spend much of my time, I see a repeated...

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Revisiting a volatile discussion: How a market downturn can help advisers affirm their value

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 volatility and disappointing market returns of 2018 have reminded us how pertinent that message is. An excerpt from the post, “The next market downturn could save your RIA firm,” originally published on Oct. 28,...

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Video: Highlights from day 2 of The MarketCounsel Summit

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 industry consolidation to the expanding role of the fiduciary, as well as changing client expectations in a “Netflix and Amazon world.” In this exclusive video, Gregory FCA Director of Broadcast Services Julie Parise conducted...

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Video: MarketCounsel Summit day 1 highlights

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 advisors, their service providers and financial media in a forum like no other conference. Click below to see the highlights from Day 1!    

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The media wants your written commentary: Now what?

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 interview. We know what you’re thinking: “No phone interview? No problem! I write presentations, research papers and newsletters all the time.” The truth is, these compositions have a much different writing...

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Video: 3 reasons why you need media training right now

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 on, as many first-timers tend to meander in their message or even worse, freeze like a deer in headlights. Rizzo shares her expert insight in this exclusive video with Gregory FCA...

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Video: Advancing women in the financial planning industry

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 planners (CFPs) in the country and we were there to talk with attendees about the trends and issues they face in the industry. Women and finance represented one of the prominent themes throughout...

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Video: Previewing the Schwab IMPACT 2018 conference

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 FCA colleague Karyn Piechule, who will be heading to D.C. with me. Karyn, a Schwab IMPACT veteran, shared her experiences from past conferences and what she’s most looking forward...

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A modern media relations strategy can’t afford to ignore these emerging outlets

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 with the ever-changing landscape of content generators and emerging outlets, a modern media relations game plan would be remiss to ignore the opportunities presented by these new arrivals. Alghough they may not carry the decades-old...

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Blogging pioneer shares tried-and-true tips for creating compelling content

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 Creating Content When I Started” as a must-see presentation at FinCon 2018. Bright and early on the first full day of the popular conference in late September, speaker...

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