Retirement

Average balances in 401(k) and IRA retirement accounts hit record levels at the beginning of 2020. As more Americans prioritize saving for retirement, there is significant opportunity in the space for retirement-focused practitioners and specialized service providers. It’s more important than ever that retirement-focused companies refine messaging and secure the attention of plan sponsors and retirement savers alike.

Over the past two decades, Gregory FCA has partnered with some of the largest and most prominent companies in the retirement industry. We understand the need to segment messaging to key audiences—the retirement saver, the plan sponsor and employee benefit provider, and retirement-focused financial advisor—as well as the increasingly complex regulatory and compliance landscape these companies face. The ability to cater the narrative to the right audience, while showcasing your unique service offerings, technology advancements, and user experience interface are paramount to long-term success.

We align ourselves closely with our clients’ teams to position ourselves as an extension of their marketing team and a vital partner in building their brand. We have cultivated strong relationships in all areas of the media, positioning our clients as experts on retirement planning strategies and telling their story in top-tier national business and consumer publications and industry trade outlets. We also provide in-depth media training and coaching to ensure each opportunity is optimized with strategic messaging and smart commentary. We offer:

Media relations and corporate narrative building

It’s vital that your company’s narrative is unique and you properly target your intended audience. We have decades of experience in leveraging earned media and company newsflow to support companies’ branding and story, while directing your message to your audience.

Comprehensive messaging development and management

Telling a compelling story comes down to strong and cohesive messaging. We work directly with company spokespeople to define and refine core messaging points and coach you on how to use them.

Intensive media training

How do you speak to your peers in trade media and sophisticated investors in mainstream media audiences? How does your message vary from the participant to the plan sponsor and what overlaps? We work with our clients via intensive media training sessions and ongoing coaching to help them cater their messaging and optimize every media opportunity. 

Content development

The difference between a good message and a great message is found in original content. Whether it’s blog posts, bylined articles, press releases, social media, video production, or our proprietary Here + Now videos, we produce the assets that allow retirement companies to tell compelling stories.

Social media strategy

A cohesive and consistent social media presence is a vital component to a larger marketing and communications plan, and being strategic in your approach is key to properly conveying your brand’s value proposition. We work with clients every day to optimize their social media presence, showcase the brand personality, and convey important messages.

SAMPLE CASE STUDIES

CBIZ

CBIZ

Creating a unified brand across a multifaceted and geographically dispersed company

  • We truly believe that we have a unique and powerful story to tell, but we needed the platform to be heard. Gregory FCA has given us just that. Their talented team and dedication to our success has taken our thought leadership to new levels. If you view your public relations firm as a vendor, you are most likely not working with Gregory FCA.  They are an integral component of our organization’s marketing and brand awareness efforts, helping us extend our reach far beyond what we could do on our own.
    Melissa Geertz, AIF®
    Marketing Director, Unified Trust Company

CLIENTS

Let us help you tell your story

Fill out the form below to learn more about how we can help with all of your Retirement PR needs.