Tune in to hear:

• How did Phil pivot from a financial advisor position to roles focused on marketing?
• Why is a clearly established marketing strategy so critical as a starting point and what does this look like, practically?
• How important is it to have an affinity for, or direct tie with, the niche client group you may serve (e.g. first responders or dentists)?
• What should be top of mind for content creators as they strive to stand out in a world inundated with content?
• What does the path look like from someone realizing they need an advisor to landing on your webpage and even filling out a contact form? What can be done to facilitate this process for would be clients?
• What can advisors do to have a better digital presence, aside from the obvious of having a well-crafted website?
• Why does Phil suggest advisors share knowledge freely on LinkedIn and elsewhere?
• Can marketing help with client retention for next gen and widowed clients?

Links

• Phil Bray on LinkedIn
• The Yardstick Agency

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Compliance Code: 1350-OAS-5/29/2024