Gregory's @joeanthony was featured in @finplan on the evolving referral landscape for financial advisors. Joe shared why firms should explore new sources of organic growth while weighing the cost of paid referral services against the business they generate. Subscribe to read the full article: bit.ly/4rIGARV

In wealth management, visibility isn’t enough. Marketing has to prove it can drive growth. On the latest episode of Marketing Matchup, host @joeanthony sits down with Deana Lewis, Chief Marketing Officer at @themathergroup, and Maria Bethel of Axtella to unpack how they’re building marketing strategies that do exactly that. From brand and PR to AI search, attribution and advisor enablement, they explore what it takes to turn marketing into a true growth engine. Watch the full episode: bit.ly/4bIYzRf

Gregory is headed to Los Angeles! We’re thrilled to be the Official PR Agency Partner for @SuperReturn US West, taking place September 14–15. Bringing together some of the biggest names and brightest minds in private capital, SuperReturn US West is where the industry comes to connect, exchange ideas, and shape what’s next. We’re proud to be part of the conversations shaping the future of private capital. Learn more: bit.ly/4hn3A5I #SRUSWEST

Congratulations to our own Nicole Sullivan, SVP at Gregory, on being named a 2026 PRNEWS People of the Year honoree in the Mentors and Educators category. This well-deserved recognition reflects Nicole's commitment to developing talent, sharing her expertise, and helping shape the next generation of communications professionals. Congratulations, Nicole, on this outstanding achievement! bit.ly/4weoMi5

Two branding strategies. Two growth stories. One thing in common: both are working. On this episode of Marketing Matchup, host Joe Anthony sits down with Stacey McKinnon, Partner, COO & CMO at Morton Wealth, and Matt Seitz, Chief Marketing Officer & Partner at Prosperity Capital Advisors, to talk growth, branding, and how AI is already driving real referrals for both firms. Listen here: bit.ly/4bbFG9p

AI announcements don't move markets. Credible AI stories do. Our latest AI Communications Advantage Study reveals what separates AI hype from communications that drive investor confidence and outperform industry benchmarks. Read the full study: gregoryagency.com/ai-comms-a…

Most wealth management firms are still relying on the same growth playbook and seeing the same 2-3% organic growth as everyone else. That's why the latest episode of the Marketing Matchup #podcast explores what forward-thinking advisors are doing differently. Host @JoeAnthony is joined by Eden Ovadia of @FINNYAI and Brian Thorp of @Wealthtender to cover how AI-powered marketing, online reviews, SEO, and strategic positioning are helping firms drive stronger organic growth without massive budgets or oversized teams. Listen here: gregoryagency.com/podcasts/m…

Rising Star. Officially. Congratulations to Mel Rubbelke Corbin on being named a @PRNEWS Top Women in PR & Communications Rising Star honoree! Mel will be celebrated on June 4 in New York City, with Nicole Sullivan, Laura Mackin, Megan Perry, and Meg Shaffer joining to cheer her on. If you're attending, we'd love to say hello!

Kirsten Ly, CMO at Modera Wealth Management, and Danielle Onesto, Director of Marketing at @AbacusWealth, both arrived in wealth management through unconventional paths, and both independently built branded advisor marketing programs designed to move their firms from reactive, referral-dependent growth to something more systematic and scalable. Kristen and Danielle join host @JoeAnthony on this week's episode of the Marketing Matchup #podcast to share the marketing playbook they're writing in real time and the results they have already earned in transforming their roles into core growth functions of their firms. Tune in: gregoryagency.com/podcasts/m…

Attending @Wealth__EDGE? @JoeAnthony will be moderating a panel titled "View from the Top: How Industry Leading CMOs Are Driving Growth." The discussion between Tara Ryan (Cerity Partners), Angela Giombetti (@WealthspireA), and Kate Ardini (Mariner) will offer a candid look at how the sharpest marketing minds in wealth management are building brands, driving revenue, and staying ahead in a rapidly evolving landscape. If you're at the conference, this is one session you don't want to miss!

We’re heading to Boston next week for Invest In Women as a bronze sponsor, and looking forward to the conversations ahead! As firms continue to rethink how they engage and serve women investors, this event brings together leaders focused on growth, strategy, and impact across the wealth space. Be sure to connect with Marissa Foy Comerford, Melissa Pagano, Monica Estrada, and Sarah Horton if you’re attending. Let’s connect!

Many RIAs expect a podcast episode, website refresh, or single campaign to suddenly drive new clients, but that rarely works. In @FinPlan, @TobySalFP spoke with @JoeAnthony about why many advisory firms' marketing funnels fail. “The biggest stumbling block is that there isn't enough attention paid to the differentiation,” Joe says. Advisors who want consistent growth need more than tactics. They need a system built around understanding the right prospects and reaching them with clear, differentiated messaging. Good read for firms thinking about organic growth: financial-planning.com/news/…

Our latest white paper, which examines how AI platforms surface wealth management firms, is already sparking industry conversation. One key takeaway: firms that publish dedicated pages for specific client segments are far more likely to be surfaced and cited by AI systems. As Gregory President @JoeAnthony explains, firms need to align both their front-end positioning and their website structure with how prospects actually ask questions in AI search environments. The implication is clear: if AI can’t easily understand whom you serve, it’s unlikely to recommend you. Great to see the research featured in James Rogers' @InvestmentNews piece as the industry continues to rethink discoverability in the era of AI search. Learn more: investmentnews.com/practice-…

We’re heading to @FutureProof_HQ Citywide in Miami, and we’re proud to be an official sponsor. From March 8–11, @GMatusky, @JoeAnthony, Sophia Torres, Jenna Silverblatt, and @soph_shields will be on site. Stop by booth 502 to talk growth strategy, AI, media visibility, and what’s next for financial services marketing. If you’re serious about standing out in a crowded market, let’s connect. See you at booth 502!

On Wednesday, April 15 (10:05–10:40 AM), @JoeAnthony will moderate “Breakthrough Marketing Ideas from Master Marketers” at #RIAEdge, featuring marketing leaders from three fast-growing RIAs: • Michelle Winkles, Partner & CMO, @MissionWealth • Darcy O'Brien, CMO, @SimonQuickAdvrs • Kayla Kennelly, CGO, @OpalAdvisors If organic growth is on your 2026 agenda, this is a conversation you won’t want to miss!