In this episode, Phil and guest Paul Herdtner, Founder and CEO of Avra Group Consulting, discuss the challenges of the evolving digital landscape, particularly concerning a brand's image. Given Paul's previous experience at Hallmark, this conversation is extra insightful.

The episode highlights the significance of strategic communication and compliance in the financial industry, especially during culture wars. Looking ahead to 2024, a pivotal election year, the two explore the potential impacts on wealth management. Listen in!