Video: 3 reasons why you need media training right now

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...
Video: Advancing women in the financial planning industry

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...
Video: Previewing the Schwab IMPACT 2018 conference

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...