Description

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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