Joe Anthony ~ Financial PR Agency Leader

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/building-…

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-manag…

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!

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

@GrahamDoeren If Nova wins on Saturday, would they have the resume to possibly move up to a 6 seed?

I'm begging ANYONE to play like a 6 seed. In decades of doing this, I don't ever recall a year where the strong resumes stop so early in the seed list. After 22nd overall, none of the resumes are particularly strong.

Valentine’s Day marks 36 years since Gregory was founded. Built on relationships. Driven by results. Still deeply committed to what we do.

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

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: gregoryagency.com/podcasts/marke…

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.

.@coreykupfer, founder of Kupfer., PLLC, and Jessica Polito, founder of Turkey Hill Management, join host @JoeAnthony on this week's episode of the Marketing Matchup #podcast to explore how organic growth, earnouts, and growth stories hinge on repeatable, fully integrated marketing efforts. Hear Corey and Jessica explain where growth narratives break down, how marketing leaders increasingly enter the deal process, and what advisors misunderstand about preparing for a future transaction: gregoryagency.com/podcasts/marke…

@DelmarvaSports - hope you are covering @WorcesterPrep v #SalisburyChristian - Mallards center Big Ben has 33 points and counting tonight!

We’re looking forward to joining @Bisnow’s Philadelphia 2026 Forecast on January 29! Team members @BritniAckrivoPR, Lexie McNichol, @TammaroJackie, and Tessa Meehan will be on site. Britni will also be moderating the panel “Brotherly Shove – Pushing Philly Ahead in the Regional Growth,” joined by: • William Hankowsky, President, Wayne Avenue Enterprises • Sara Doelger, Principal, Argosy Real Estate Partners • Richard Gottlieb, President & COO, @keystone_us • Jodie Harris, CEO, @PIDCphila • Jennifer Kebea, President, @CampusPhilly • Joseph Forkin, President & CEO, @DelRiverWfront If you’ll be there, let’s connect. And if you’re still planning to attend, use code F20BFlPVBy for 20% off registration!

Gregory Founder & CEO @GMatusky will be in Davos next week, contributing to key conversations on AI, innovation, and action. 📅 Monday, January 19: Greg will deliver a keynote at Agentic AI Davos, exploring how agentic systems are reshaping decision-making, communications, and leadership. 📅 Wednesday, January 21: Greg will serve as an Idea Catalyst for Ideas in Action, an all-day discussion focused on turning emerging ideas into real-world impact. If you’ll be in Davos, feel free to connect with Greg as he'd love to chat with you!

“You have to get out a live a little and live in different environments. And think about what you’re seeing. And if you’re lucky, don’t quit thinking.” Loving these pearls of wisdom from #WarrenBuffett. @BeckyQuick @CNBC

What does marketing look like when it truly supports financial advice—not just lead generation? On this week’s episode of Marketing Matchup, Samantha Allen of @meritfinadvisor and Tyler Resh of @SteelPeakWealth joined host @JoeAnthony to unpack how marketing works best when it’s built around trust, education, and advisor-led growth. If you’re thinking about how to scale growth without losing the human element, this episode is a must-read (and listen): gregoryagency.com/news-insights/…

@Gregory_Agency @meritfinadvisor @joeanthony Big thanks to @joeanthony for hosting such a thoughtful conversation, and to Tyler Resh and Samantha Allen for sharing real, experience-driven insight. These are the conversations that move our industry forward. Grateful to be part of it.

We're bringing the Marketing Matchup podcast to 2026! Samantha Allen, Executive Vice President of Marketing at @meritfinadvisor, and Tyler Resh, Chief Growth Officer at @SteelPeakWealth, join host @joeanthony for a candid conversation about the connection between marketing and growth. Learn how marketing teams can support the advisor as a local source of education and client empowerment, and how those efforts feed back into organic growth: youtube.com/watch?v=vMhwYg…

TUNE IN NOW: Brian Mulberry from @zacksinvestmgmt is on @YahooFinance with @joshuahlipton to share his take on $INTC and $NFLX

@Hoopss KD and KD

Tell me the 2 WORST players in this photo

In this week's episode of the #MarketingMatchup #podcast, Tara Ryan, Partner and Chief Marketing Officer at Cerity Partners, and Rob Stella, Head of Marketing at @Compound, join host @JoeAnthony to compare the efforts of two fast-growing #RIAs building modern marketing engines. Tune in: gregoryagency.com/podcasts/marke…