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Ideas and idea-sharing have forever been the magnetic force that has pulled the financial marketing industry together.  Likewise, delivering the brightest ideas and success stories to our industry has been the core mission of Gramercy Institute since we were founded in 2002. 


In this unusual socially-distant era, the financial marketing industry cannot meet, physically. So, Gramercy Institute is bringing the highest level of strategic thinking from marketing leaders at the world's most significant and fast-moving financial brands directly to the industry through a bi-weekly webinar interview series that we call “Financial Marketer TV.”


Bill Wreaks is the CEO and founder of Chief Analyst of the Gramercy Institute and will, personally, conduct each one-on-one webinar interview.  He is a seasoned interviewer and moderator—and he specializes exclusively in the financial services marketing industry. Each interview will last for one-hour.


Of course, featuring the brightest and most relevant financial marketing leaders is critical to the success of this series,  It would not be possible without you. We thank you.

FAQ’s: About This Interview Series: 


How many interviews are part of this series?

There will be 26 individual interviews over the course of 12 months


What kind of professionals will be featured?

This series is exclusively for CMO’s or very senior marketing leaders at major financial firms.


Who will interview me?

Bill Wreaks, Chief Analyst, Gramercy Institute will interview you for this one-on-one interview. Bill has been moderating financial marketing panels and discussions for over 25 years. His company, Gramercy Institute, was founded in 2002.


Do I get to see my questions in advance?

Yes. In fact most of the 26 interviews will take the same format. We’ve listed the general interview questions below—but if there is something specific you would like us to ask you about, we can certainly do that too!


How long is each interview?

Each interview lasts for one hour (give or take 5 minutes)


Do I need any special equipment?

No. You only need a computer with broadband connection with a camera. You should download Zoom ahead of time.


How often will each take place?

We are trying to schedule each interview to take place every other Thursday from 11:30AM-12:30PM.  There will be holidays or specific conflicts that may call for exceptions. But this is our ideal plan.


Can I schedule my interview with you?

Yes. We will send you a sign-up sheet that asks for your first, second and third choices for a date. If we need additional work to schedule your interview we will simply email you.


Who sees each interview?

The interview will be seen (live) by an audience comprised of marketers from financial firms, agency executives and media and partner firm professionals.  


Will it be recorded?

Yes. Your interview will be recorded and emailed out to attendees and Gramercy webinar subscribers. You will get a copy of the interview too! 


Will I get to see who the audience members were?

Yes. We will send you (after the interview) a list of all people who attended the webinar.


Tell me more about Gramercy Institute.

Gramercy Institute was founded in 2002 by CEO & Chief Analyst, Bill Wreaks. (When not in quarantine!) Gramercy Institute produces 20 live events each year in 8 different world markets.  Gramercy Institute is the world’s largest network for marketers from financial firms.


Can you share with me a general sense of the interview questions?

The idea of each interview is that we share an open palette for discussion. At the same time, there is a structure that each one-hour interview will follow. The question format is as follows: 


  1. Tell us about yourself and your background.

  2. Tell us about your specific role at your company. What does your company do—and what is your role in making that happen?

  3. First let’s chat about our current “socially distant” environment. How are you doing? What challenges does these “new rules” create for your team? For your partners?

  4. Let’s talk about the financial marketing industry (big picture). Are there any trends that you see taking shape? What is changing in our industry? 

  5. What have we as an industry really gotten a good handle on in recent years? What, in our industry, leaves room for improvement?

  6. Let’s talk about your own work at your own company. Are there any challenges you face (general or specific) in your role that keep you up at night? 

  7. At your own company, are there any specific initiatives that you are particularly excited about that you might care to share with us?

  8. Are there any awards, mileposts or achievements that your team has earned recently that you care to share with us?

  9. What’s your vision for the future of our financial marketing industry? What will we be doing differently 5 years from now?

  10. What’s your vision for the future of business in general? What changes are in store for us?


If you have any questions about your participation in this interview program, please email


EPISODE 1: Thursday, September 10, 2020-11:30AM-12:30PM (Eastern Time)

EPISODE 2: Thursday, October 1, 2020-11:30AM-12:30PM (Eastern Time)

EPISODE 3: Thursday, October 15, 2020-11:30AM-12:30PM (Eastern Time)

EPISODE 4: Thursday, October 29, 2020-11:30AM-12:30PM (Eastern Time)

EPISODE 5: Thursday, November 12, 2020-11:30AM-12:30PM (Eastern Time)

EPISODE 6: Thursday, November 19, 2020-11:30AM-12:30PM (Eastern Time)

EPISODE 7: Thursday, December 2, 2020-11:30AM-12:30PM (Eastern Time)

EPISODE 8: Thursday, December 17, 2020-11:30AM-12:30PM (Eastern Time)

EPISODE 9: Thursday, January 7, 2021-11:30AM-12:30PM (Eastern Time)

EPISODE 10: Thursday, January 21, 2021-11:30AM-12:30PM (Eastern Time)

EPISODE 11: Thursday, February 4, 2021-11:30AM-12:30PM (Eastern Time)

EPISODE 12: Thursday, February 18, 2021-11:30AM-12:30PM (Eastern Time)

EPISODE 13: Thursday, March 4, 2021-11:30AM-12:30PM (Eastern Time)

EPISODE 14: Thursday, March 18, 2021-11:30AM-12:30PM (Eastern Time)

EPISODE 15: Thursday, April 8, 2021-11:30AM-12:30PM (Eastern Time)

EPISODE 16: Thursday, April 15, 2021-11:30AM-12:30PM (Eastern Time)

EPISODE 17: Thursday, April 29, 2021-11:30AM-12:30PM (Eastern Time)

EPISODE 18: Thursday, May 13, 2021-11:30AM-12:30PM (Eastern Time)

EPISODE 19: Thursday, May 20, 2021-11:30AM-12:30PM (Eastern Time)

EPISODE 20: Thursday, June 10, 2021-11:30AM-12:30PM (Eastern Time)

EPISODE 21: Thursday, June 24, 2021-11:30AM-12:30PM (Eastern Time)

EPISODE 22: Thursday, July 8, 2021-11:30AM-12:30PM (Eastern Time)

EPISODE 23: Thursday, July 24, 2021-11:30AM-12:30PM (Eastern Time)

EPISODE 24: Thursday, August 5, 2021-11:30AM-12:30PM (Eastern Time)

EPISODE 25: Thursday, August 26, 2021-11:30AM-12:30PM (Eastern Time)

EPISODE 26: Thursday, September 9, 2021-11:30AM-12:30PM (Eastern Time)

*PLEASE NOTE: We ask interview subjects to please log-on to the webinar 15 minutes before start time.

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