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.
Our first episode featured Christian Magoon of Amplify ETFs, while our second episode included a conversation with Ken Moraif of Retirement Planners of America. In the new third episode of Green Shoots, Jimmy Lee of The Wealth Consulting Group relates how his firm is actually seeing a surge in new clients amid the coronavirus-induced market downturn. Check out the video below!