In Conversation With... Phil Bray: Transforming Client Engagement The Money Marketing podcast

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In Conversation With... Phil Bray: Transforming Client Engagement

3M ago 32:53

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In this episode of "In Conversation With...", host Kimberley Dondo sits down with Phil Bray, Founder and Director of The Yardstick Agency. With nearly three decades in the financial services industry, Phil shares insights from his career journey, exploring how his diverse roles have shaped his understanding of the challenges and opportunities facing financial advisors today.

Phil discusses significant industry changes in marketing and client engagement, strategies for leveraging digital tools, and common marketing misconceptions. He also addresses current trends, including the impact of new regulations, technologies, and client expectations, as well as the cost-of-living crisis. Phil offers valuable advice on incorporating financial well-being into practices and differentiating human advisors in the age of robo-advisors and AI. Tune in for an insightful conversation blending industry expertise with practical advice.

… continue reading

160 episodios

#Business News #News #moneymarketing

Artwork

In Conversation With... Phil Bray: Transforming Client Engagement

The Money Marketing Podcast

published 3M ago

Compartir

MP3•Episodio en casa

Contenido proporcionado por moneymarketing. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente moneymarketing o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

In this episode of "In Conversation With...", host Kimberley Dondo sits down with Phil Bray, Founder and Director of The Yardstick Agency. With nearly three decades in the financial services industry, Phil shares insights from his career journey, exploring how his diverse roles have shaped his understanding of the challenges and opportunities facing financial advisors today.

Phil discusses significant industry changes in marketing and client engagement, strategies for leveraging digital tools, and common marketing misconceptions. He also addresses current trends, including the impact of new regulations, technologies, and client expectations, as well as the cost-of-living crisis. Phil offers valuable advice on incorporating financial well-being into practices and differentiating human advisors in the age of robo-advisors and AI. Tune in for an insightful conversation blending industry expertise with practical advice.

… continue reading

160 episodios

#Business News #News #moneymarketing

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