Gregory

06/01/2026

Referrals are great, but 83% of prospects will still go online to look for reviews before they ever pick up the phone.

The latest episode of the Marketing Matchup dug into the tools and strategies helping advisors close that gap, from AI-driven prospect outreach to building trust infrastructure before the first conversation.

Host Joseph Anthony was joined by Eden Ovadia of FINNY and Brian Thorp of Wealthtender, who are tackling organic growth from two angles: AI-powered prospect identification and building a credible online review presence. See how together they make a compelling case for why the warm introduction pipeline needs a serious upgrade: https://gregoryagency.com/news-insights/advisor-online-reviews/

06/01/2026

Another month, another reason to celebrate the people who make Gregory great.

Congratulations to all of our team members marking work anniversaries in June! We're beyond grateful you chose us, and we're looking forward to many more years working together.

06/01/2026

Our team is headed to Wealth Management EDGE next week!

Stop by booth #604 to connect with Joseph Anthony, Kerry Davis, Paige Sullivan, Erin Jacob, and Bill Morgan to discuss how the right marketing and communications can help elevate your financial services brand to new heights.

Also, don't miss out on 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 in a panel titled "View from the Top: How Industry Leading CMOs Are Driving Growth," moderated by Joe, and joined by Tara Ryan (Cerity Partners), Angela Giombetti (Wealthspire), and Kate Ardini (Mariner).

See you in Boca!

We're heading to Boca Raton!

As Lead Media Partner of Wealth Management EDGE, the Gregory team will be at the event June 9–11. Say hello to Joe Anthony, Kerry Davis, Paige Sullivan, Erin Jacob, and Bill Morgan while you're there.

Whether you're looking to talk strategy, explore a partnership, or just connect, we'd love to meet you. Find us at the conference and let's talk!

05/29/2026

When the news is technical, the strategy has to be sharper.

Our fintech team members, Kyle W. Kempf, Ellie Ireton, and Courtney Terwilliger, worked with MyVest to announce a significant product expansion, Separately Managed Models (SMM), within its Strategic Portfolio System™.

Check out the latest Fintech Friday to see how the announcement landed in the right publications, in front of the right audiences!

05/28/2026

Fintech’s next chapter is being shaped in Washington right now. At Banking On The Future: The Next Era of Fintech, hosted by the Financial Technology Association and SEMAFOR. Kyle W. Kempf heard from leaders from Congress, the OCC, Revolut, Wise, and Betterment. The companies investing early in regulatory infrastructure will have the strongest long-term advantage.

Read Kyle's in-depth analysis here:

Explore the fintech trends driving change in retirement investing, crypto regulation, open banking, and global financial innovation.

05/27/2026

If you work in data center development, public affairs, or community relations, stop scrolling!

Our team recently hosted a lunch-and-learn in partnership with the 7x24 Exchange Greater Philadelphia Chapter on one of the most pressing challenges in AI infrastructure: how to win community approval before the opposition wins the narrative.

Take a look at some of the moments from the afternoon filled with insights, and stay tuned for more!

05/26/2026

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 explores what forward-thinking advisors are doing differently.

Host Joseph Anthony is joined by Eden Ovadia of FINNY 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: https://gregoryagency.com/podcasts/marketing-matchup/?wchannelid=sic8y4ru78&wmediaid=bhbz1d5rnr

05/21/2026

The PR Daily Social Media & Digital Awards Luncheon brings together the best work in social and digital, and this year, our team will be in the room celebrating our finalist status in four categories: Email Communications, LinkedIn, Paid Social Media Campaign, and SEO Strategy.

VP of Social Media Kellee Kane and Marketing Director Amanda Lauzon are heading to the NYC-based event on June 18.

If you're going, find them and say hello!

05/20/2026

Today, the Gregory team had the honor of hosting the groundbreaking of The Piazza at Ardmore, a landmark mixed-use development right across the street from our offices on the Main Line.

The project has been decades in the making for developer Dan Piazza and his family, and watching it officially break ground was a moment we won't soon forget. When complete in February 2028, The Piazza will bring 270 luxury residences and 30,000 square feet of retail to the heart of Ardmore.

Congrats to everyone who played a role in bringing this story to life, and to the Piazza family on this monumental occasion.

05/20/2026

New on The Disruption is Now : host Greg Matusky meets with Matt Halloran, Chief Evangelist at Zocks, to explore how AI is shifting the day-to-day reality of financial advisors.

From automating meeting notes and CRM updates to freeing up 10+ hours a week, Matt shares why the advisors who embrace Al won't just survive-they'll replace the ones who don't in this latest episode: https://gregoryagency.com/podcasts/the-disruption-is-now/?wchannelid=yrcgi8d089&wmediaid=e87sfe97vm