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

Artwork

Business News News moneymarketing

Innhold levert av moneymarketing. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av moneymarketing eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

The Money Marketing Podcast « »
In Conversation With... Phil Bray: Transforming Client Engagement

1M ago 32:53

Del

MP3•Episoder hjem

Innhold levert av moneymarketing. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av moneymarketing eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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 episoder

#Business News #News #moneymarketing

Artwork

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

The Money Marketing Podcast

published 1M ago

Del

MP3•Episoder hjem

Innhold levert av moneymarketing. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av moneymarketing eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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 episoder

#Business News #News #moneymarketing

Alla avsnitt

×

Velkommen til Player FM!

Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.

Lytt til 500+ tema