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. In our second episode, we speak with Ken Moraif, senior retirement planner at Retirement Planners of America, who relates how his firm saw a client appreciation event cancellation due to coronavirus concerns as an opportunity to donate food to two local charities. We hope you enjoy it. Check out the video below!
Company News | Financial Services | Green Shoots | Retirement
Green Shoots: Retirement Planners of America gives back
April 7, 2020 | By: Gregory FCA Staff