Joe Anthony ~ Financial PR Agency Leader

President @GregoryFCA helping finserv brands grow their marketplace visibility through PR, digital marketing, social media, savvy content, etc.

[Joe Anthony ~ Financial PR Agency Leader @joeanthony]

@Captain2Corner Rickey. Reggie. Catfish. Gallego. Canseco. Giambi. Brosius.

[Gregory @Gregory_Agency]

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: https://t.co/ah6yxPEKZJ

[Joe Anthony ~ Financial PR Agency Leader @joeanthony]

@Gregory_Agency @kerrycavdavis Proud to have her on our team and call her a colleague for almost 2 decades!

[Joe Anthony ~ Financial PR Agency Leader @joeanthony]

@IanWenik Watch out for incoming big Mike Pereira, Ian.

[Gregory @Gregory_Agency]

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!

[Gregory @Gregory_Agency]

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: https://t.co/1dg41M6ukt

[Joe Anthony ~ Financial PR Agency Leader @joeanthony]

@Gregory_Agency @Wealth__Edge @WealthspireA Excited to share the stage with these sharp minds!

[Gregory @Gregory_Agency]

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!

[Caitlyn Kardish @CaitlynMFoster]

$WRTH is a unique new #ETF that allows investors to access @CarterBWorth's highest conviction ideas. It's an active ETF that sells short-term out-of-the-money calls and puts after sharp, news-driven moves, capturing elevated #options premiums as #volatility fades. Check it out 👇

[Joe Anthony ~ Financial PR Agency Leader @joeanthony]

@Gregory_Agency @FAMagazine Great panel @marissafoy !

[Gregory @Gregory_Agency]

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!

[Gregory @Gregory_Agency]

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: https://t.co/i1ly3mCH4i

[Gregory @Gregory_Agency]

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: https://t.co/uIZtiMrOqJ

[Gregory @Gregory_Agency]

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!

[Gregory @Gregory_Agency]

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!

[Joe Anthony ~ Financial PR Agency Leader @joeanthony]

@SSN_Nova @GrahamDoeren Yes, win against SJU and UConn and they are maybe a 5

[Gregory @Gregory_Agency]

Valentine’s Day marks 36 years since Gregory was founded.

Built on relationships. Driven by results.

Still deeply committed to what we do.

[Joe Anthony ~ Financial PR Agency Leader @joeanthony]

@Gregory_Agency @arizent_co @CitywireRIA Thanks @IanWenik & @TobySalFP for joining the show!

[Gregory @Gregory_Agency]

Tobias Salinger, Chief Correspondent of Financial Planning at @arizent_co, and Ian Wenik, Editor at @CitywireRIA, join host @JoeAnthony to turn the tables on this week's episode of the Marketing Matchup #podcast in a conversation about how advisor growth stories land with independent observers.

From client acquisition costs to ongoing scrutiny of organic growth, Tobias and Ian explain which signals make a firm's marketing credible and which raise red flags. Tune in: https://t.co/vfyVtvBjJY

[Gregory @Gregory_Agency]

We’re heading to @FutureProof_HQ Citywide and are proud to be an official sponsor of the event!

From March 8–11 in Miami, members of the Gregory team will be on the ground connecting with industry leaders, sharing perspectives on the future of communications, and joining conversations shaping what comes next for financial services and beyond.

If you’ll be in Miami, be sure to say hello to @GMatusky, @JoeAnthony, Sophia Torres, Jenna Silverblatt, and @soph_shields. We’re looking forward to great conversations, fresh ideas, and a few new connections along the way.