Jul 10 2024 47 mins 31
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?
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