Inception to History

Click the image to download the special ‘Regency at 20’ edition. (PDF)

A small but highly rated financial advisory firm in north Fresno, California, Regency Investment Advisors hired me to create and write their quarterly Focus 360 newsletter back in 2012. After working with them for several months developing the concept and working processes, we launched the newsletter in June of that year to great acclaim from their clients.

Since then I’ve worked with the Regency staff journalistically, hosting an Editorial Kickoff meeting quarterly and interviewing staff and outside people for the stories published. I’ve profiled each of Regency’s principals over time, and we develop story ideas together, many of which highlight local nonprofit or community-service agencies that Regency supports, including the Fresno Chaffee Zoo, Make-A-Wish, the Poverello House, and more.

But the edition of which I’m most proud was the special “Regency at 20” edition I published in 2013, which celebrated the company’s 20th Anniversary by recapping the company’s history via timeline. I included important Regency events alongside those happening in the outside world. The clients loved it, and even used it to secure client relationships with larger outside organizations, paying off their investment in the edition something like twentyfold.

Samples from Focus 360:

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