51 min

In conversation with Phil Bray of Yardstick Agency BWD: In The Know

    • Careers

Dive into an insightful episode of "In The Know," featuring Phil Bray, Founder and Director of the Yardstick Agency, a firm that stands at the forefront of marketing for Financial Planners.
📊 Understanding the Essence of Marketing
Unpacking the fundamental concept of marketing…creating opportunities and turning them into cash!🛑 Busting Myths: Tackling Misconceptions and Limiting Beliefs in Marketing
Discussing the common myths and misconceptions that prevent Financial Planners from fully embracing effective marketing strategies.📈 Essential Strategies for Financial Planners
Gaining insights into the top three actions Financial Planners should undertake to bolster their digital footprint, and effectively leverage referrals and recommendations.🌐 The Significance of Digital Presence and Social Proof
Discovering the critical importance of establishing a robust digital presence and the role of social proof in attracting and retaining clients.
This episode is a must-listen for Financial Planners eager to grasp the intricacies of marketing.

Hosted on Acast. See acast.com/privacy for more information.

Dive into an insightful episode of "In The Know," featuring Phil Bray, Founder and Director of the Yardstick Agency, a firm that stands at the forefront of marketing for Financial Planners.
📊 Understanding the Essence of Marketing
Unpacking the fundamental concept of marketing…creating opportunities and turning them into cash!🛑 Busting Myths: Tackling Misconceptions and Limiting Beliefs in Marketing
Discussing the common myths and misconceptions that prevent Financial Planners from fully embracing effective marketing strategies.📈 Essential Strategies for Financial Planners
Gaining insights into the top three actions Financial Planners should undertake to bolster their digital footprint, and effectively leverage referrals and recommendations.🌐 The Significance of Digital Presence and Social Proof
Discovering the critical importance of establishing a robust digital presence and the role of social proof in attracting and retaining clients.
This episode is a must-listen for Financial Planners eager to grasp the intricacies of marketing.

Hosted on Acast. See acast.com/privacy for more information.

51 min