Visual storytelling is the name of the game for professional communicators and marketers. That being said, financial services firms generally lag behind their peers in other industries when it comes to successfully incorporating images, graphics, cartoons and...
As you consider some ways to implement “spring cleaning” into your firm’s marketing communications program, you might zero in on how to get the most mileage out of the content you generate. There are many tried-and-true tactics that marketers can use to stretch the...
In this latest installment of The Fintech Fix, Gregory FCA checks in with Orion’s Head of Partner Integrations Jeff Kliewer and Asset-Map’s Founder H. Adam Holt. The two firms recently integrated, allowing Orion users more fluid access to technology assisting the...
The momentum behind the gender equality and women’s empowerment initiatives has never been greater. At an unprecedented level, industries are now recognizing women’s buying power and professional influence. Financial services marketers are among those strategically...
You are likely familiar with LinkedIn as a professional networking tool. However, the platform provides so many additional benefits and your financial services firm can’t afford to miss out on them. In this exclusive video from Gregory FCA, I share some tips and...
When a new RIA or wealth management firm debuts, its reputation and image are often staked to the founder or founding partners. For firms looking to grow, creating a defined spokesperson strategy that includes a wider group of thought leaders can galvanize a change in...
