STANDARD DEVIATIONS PODCAST: Phil Bray – Effective Marketing in a Noisy World

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DWN Staff
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This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Phil Bray, Founder and Director of The Yardstick Agency, a firm that stands at the forefront of marketing for Financial Planners

Now in his third decade in financial services, Phil’s experience spans advising, compliance and marketing. Phil brings this unique mix of knowledge and experience to all Yardstick clients. He’s long held a dream of providing truly high-quality marketing options to financial advisers and planners, brokers and providers. When he’s not at work, Phil loves playing cricket with Will, his 18-year-old, cricket loving son.

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?

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

ABOUT STANDARD DEVIATIONS PODCAST:

Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby, the personality behind STANDARD DEVIATIONS podcast, is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets.

Dr. Crosby’s first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into Japanese, Chinese, Vietnamese and German. His latest work, The Behavioral Investor, is an in-depth look at how sociology, psychology and neurology all impact investment decision-making.

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