Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
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A tartalmat a Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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Phil Bray - Mastering Effective Marketing Strategies in a Noisy, Competitive World
MP3•Epizód kép
Manage episode 428303764 series 1454631
A tartalmat a Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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?
Links
Connect with Us
Compliance Code: 1350-OAS-5/29/2024
343 epizódok
MP3•Epizód kép
Manage episode 428303764 series 1454631
A tartalmat a Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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?
Links
Connect with Us
Compliance Code: 1350-OAS-5/29/2024
343 epizódok
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