Ep. 105 - Mastering Marketing as a Financial Adviser with Phil Bray

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Adviser 3.0: The Podcast

Abraham Okusanya

118 episodes

21 hours ago

The Adviser 3.0 Podcast is hosted by Abraham Okusanya. Get ready for his signature raw honesty, critical analysis and no-holds-barred insight at the intersection of retirement, investing and fintech.

Investing

Business

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The Adviser 3.0 Podcast is hosted by Abraham Okusanya. Get ready for his signature raw honesty, critical analysis and no-holds-barred insight at the intersection of retirement, investing and fintech.

Investing

Business

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Ep. 105 - Mastering Marketing as a Financial Adviser with Phil Bray

Adviser 3.0: The Podcast

51 minutes 25 seconds

6 months ago

Ep. 105 - Mastering Marketing as a Financial Adviser with Phil Bray

On this episode of Adviser 3.0, Abraham Okusanya sits down with Phil Bray, founder of The Yardstick Agency — the go-to marketing expert for financial planners. Together, they dive into what really works when it comes to marketing your advice firm in 2025 and beyond.