Episode
Future Fit Financial Planning: In Conversation with Emma Hardiman
- Podcast
- BWD: In The Know
- Published
- Apr 1, 2026
- Duration seconds
- 5102
- Processing state
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- https://shows.acast.com/bwd/episodes/future-fit-financial-planning-in-convo-with-emma-hardiman
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Summary
Marketing isn’t the colouring in department. In conversation with Emma Hardiman In this episode, James is joined by Emma Hardiman to explore the role marketing should really play inside a financial planning business, and why it’s often misunderstood. Too often, marketing is treated as a support function, brought in at the end to “make things look good” rather than influence how a firm grows. In this conversation, Emma shares why marketing should sit at the centre of client understanding, trust and strategic decision-making. In this episode, they discuss: Why marketing is often treated as a “colouring in” function The gap between brand, strategy and real growth How trust is built before any client interaction Why clients buy belief, not just advice The role marketing should play in shaping a business Moving from reactive activity to strategic influence This episode challenges how financial planning firms think about marketing, and what needs to change for it to truly drive growth. If you’re a financial planner, business owner or marketer within an advice firm, this episode is for you. Hosted on Acast. See acast.com/privacy for more information.