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.
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. http://rogeredwards.co.uk