Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our Financial Services Marketing Blog called “Green Shoots,” which captures the first-person perspective of business leaders with good things to share about how to make the most of a difficult situation.
Previous episodes have featured Christian Magoon of Amplify ETFs, Ken Moraif of Retirement Planners of America, Jimmy Lee of The Wealth Consulting Group, Nina Deka of ROBO Global, Andrew Brecher of Lighthouse Life, Kevin Avent of Unified Trust, Mike Kerins of RobustWealth, Jeff Chang of Cboe Vest, Jim Wilson of Baker Boyer and Will Rhind of GraniteShares. Our latest episode focuses on LifeYield, as Executive Vice President of Advisor Success Steve Zuschin details how the firm helps financial advisers steer clients through these difficult times. Check out the video below!