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.
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Plus, the video version of all our episodes are available on our YouTube channel
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