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.

Om Podcasten

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.