July 11, 2024

Phil Bray - Mastering Effective Marketing Strategies in a Noisy, Competitive World

47 minutes

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?

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

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By Dr. Daniel Crosby

4.8

157157 ratings

July 11, 2024

47 minutes

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