Phil Bray at HUM London 2019
Using Stories to Cut Through the Noise
At Humans Under Management London 2019, Phil Bray, founder and director of the Yardstick Agency, presented on the importance of storytelling in financial planning.
The talk addresses the challenge of standing out in a crowded marketplace. Phil highlights how financial advisers can effectively communicate the benefits of their services to clients and potential clients.
Key insights include:
- The significance of differentiating one's practice through personal stories and client experiences.
- The role of social proof, including testimonials and case studies, in building trust with clients.
- Strategies for generating referrals, which are the most effective source of new inquiries.
- Practical tips for producing impactful client videos that demonstrate the real-life impact of financial planning.
Watching this video will equip financial advisers with actionable strategies to enhance client relationships and improve their marketing efforts. Gain insights that can lead to greater client trust and business growth.
