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Phil Bray on helping financial advisers do marketing and building his own agency - MAF173
Episode 17331st May 2018 • Marketing and Finance (MAF) Podcast • Roger Edwards interviews great people from Marketing and the world of Finance
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Phil Bray on helping financial advisers do marketing and building his own agency - MAF173

My guest on the show this week is Phil Bray, on time financial adviser who launched a marketing agency for financial advisers

We talk about the lessons he learned from building the Yardstick Agency and the importance of putting together a marketing strategy before diving into communications, something I've been banging a drum about for years.

Welcome to episode 173 of the Marketing and Finance Podcast.

We chat about:

  • Why Phil set up his marketing agency to support financial advisers
  • How he helps his clients find their target market
  • How he built the Yardstick Agency
  • The mistakes and challenges he faced in business
  • The process he takes new clients through
  • How Phil promotes the Yardstick agency

Who is Phil Bray?

Phil started as a financial adviser in 1995. He spent four years as a tied agent, before becoming an IFA (independent financial adviser) in 1999, which he did for 10 years. He sold his business in 2009 when he started to feel disillusioned with the red tape and compliance requirements of being a financial adviser.

Looking for a new challenge after serving his time as an IFA, Phil worked as Head of Marketing for two different businesses. He now runs The Yardstick Agency, which provides marketing advice and support to financial services companies.

Links and Show Notes.

For links to the books and apps mentioned by Andrew, please visit for the show notes.

What is the Marketing and Finance (MAF) Podcast?

The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance.

I’m Roger Edwards, a marketing guy and keynote speaker from Edinburgh. Talk to me if you want to cut the BS and complexity from your marketing strategy.

The MAF Podcast is a 30 minute radio show you download from, iTunes or Spotify.

Each week you'll hear interviews with business experts, marketers, entrepreneurs and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath!

We talk about:

  • How you can grow your business using content marketing and social media
  • How you can keep your Marketing strategy and communications simple
  • Topics, issues, products and business models from the world of finance

You’ll take away one or two big ideas that you can apply to your business. So you can keep marketing your business to keep growing your business.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review.

Fancy Appearing on the Show?

Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved.