𝑻𝒉𝒆 𝑷𝒉𝒊𝒍² 𝑺𝒆𝒔𝒔𝒊𝒐𝒏𝒔 - Season 1 - Episode 3 episode artwork

EPISODE · Sep 11, 2026 · 47 MIN

𝑻𝒉𝒆 𝑷𝒉𝒊𝒍² 𝑺𝒆𝒔𝒔𝒊𝒐𝒏𝒔 - Season 1 - Episode 3

from 𝑻𝒉𝒆 𝑷𝒉𝒊𝒍² 𝑺𝒆𝒔𝒔𝒊𝒐𝒏𝒔 - Marketing for Financial Advice Professionals · host Phil Calvert and Phil Bray

Phil Bray of the Yardstick Agency and Phil Calvert of LifeTalk and the Adviser Growth Community return for their third session - an unscripted discussion around marketing and lead generation for financial advisers and financial planning professionals.What's working, what's not - plus proven strategies and tactics to attract more of your ideal clients.This session focusing on better use of polls in financial adviser marketing - plus reflecting on data produced by recent adviser polls covering referrals, client testimonials, use of radio - and much more.• The Yardstick Agency: https://theyardstickagency.co.uk/• LifeTalk: https://www.facebook.com/groups/AdviserLifeTalk• The Adviser Growth Community: https://www.skool.com/adviser-growth-community

Episode metadata supplied by the publisher feed · Published Sep 11, 2026

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𝑻𝒉𝒆 𝑷𝒉𝒊𝒍² 𝑺𝒆𝒔𝒔𝒊𝒐𝒏𝒔 - Season 1 - Episode 3

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