In the News

SKY founder Jeremy Jackson is regularly featured in prominent industry publications, including Investment News, Financial Planning, and WealthManagement.com, and is a regular contributor to Forbes through his association with the Forbes Agency Council. In addition, Jeremy has spoken at major industry events for SIFMA, Investments & Wealth Institute, SourceMedia, and the Financial Planning Association. He is the author of two books, The Marketing Handbook for Financial Advisors (Top 15 Business Marketing book on Amazon) and The LinkedIn Starter Kit for Financial Advisors.

2022

14 Key Elements to Inspire Social Media Users to Share Your Content

May

Jeremy Jackson provided his thoughts to Forbes.com on how diversifying your social posts is a great strategy for engaging deeper with your followers. Read the article here.

Are Women More Invested in Business Growth Than Men?

January

Backed by SKY's research on the topic, our Creative Director, Michelle Borkowski, discussed how female advisors are out-investing their male counterparts when it comes to marketing. Take a look.

2021

Niche Matters: Don't Sacrifice Your Specialty

December

SKY founder Jeremy Jackson wrote an article for the Forbes Agency Council regarding the benefits of honing in on your niche offering. "You can’t be everything to everybody."

Forbes Expert Panel: Augmented Reality

December

Jeremy weighed in on recruitment-related uses of augmented reality (AR) during one of Forbes' Expert Panels. "Imagine having a recruiting event where subject matter experts come to life."


InvestmentNews Article: Top 5 Gifts

November

Jeremy published an article on InvestmentNews.com, sharing a list of the top five client gifts he's seen receive the best feedback.

What's the key? "Give things that are personal and positive."


Forbes Expert Panel: Cross-Functional Teams

November

Forbes asked Jeremy his advice for how agencies can best work with cross-functional teams. "Don't keep anyone in the dark, but don't over-collaborate either."

Joining Forbes Agency Council

October

Jeremy was accepted into Forbes' Agency Council, an invitation-only community for owners of and executives in successful public relations, media strategy, creative, and advertising agencies. Learn More

Previous Years

“Citizen Game Changer” Award

July 2019

Jeremy received an award from Colorado Senate Majority Leader, Steve Fenberg, as a "Citizen Game Changer" for supporting important state bills and initiatives during the first Colorado legislative session in 2019.


SIFMA Roundtable

February 2018

Jeremy led a marketing managers' roundtable on the topic of best practices for implementing marketing programs to a large, dispersed sales force.

"On Wall Street" Presentation

November 2017

Jeremy discussed how financial professionals can best position themselves to prospects and clients in the new fiduciary world.


IMCA Private Wealth Advisor Conference

October 2017

Owners, Jeremy Jackson and Josh Roesslein, and Marketing Consultant, Tyler Kirk, represented the agency at the 2017 Private Wealth Advisor Conference in Chicago, put on by the predecessor to the Investments & Wealth Institute.


SourceMedia Summit

July/August 2017

Focusing on the FA development summit topic, “Adding an Adviser,” Jeremy spoke at SourceMedia events in Denver, Atlanta, and Houston. He presented on how to utilize smart marketing to attract advisors to your practice.

"On Wall Street" Marketing Presentation

January 2017

Jeremy discussed recruitment marketing in the financial services industry and shared ideas for attracting top talent.


SIFMA Social Media & Digital Marketing Seminar

October 2016

SKY sponsored and spoke at this NYC seminar, a comprehensive program for business, marketing, legal, and compliance professionals in wealth management.


Publication in Journal of Financial Planning

July 2016

Jeremy wrote and published an article about the necessity of online presence in the financial services industry.


In the News

The Marketing Handbook for Financial Advisors

The Marketing Handbook for Financial Advisors is the first book of its kind. Written by industry leader in financial services marketing, Jeremy Jackson, this actionable guide cuts through the fluff and helps financial advisors learn how to better market their practices.