Phil Edelstein

Wildcard
DISC Type : cis

President, Philadelphia Chapter at Financial Communications Society

Philadelphia, Pennsylvania, United States

Overview

Phil Edelstein is the founder of Substance Strategy & Creative, a marketing firm that specializes in building brand strategy for the financial services sector. He has a history of leading advertising and public relations for major firms like Hartford Funds and is a graduate of Tufts University.

Outside of his agency work, Phil is interested in the intersection of finance and human behavior, particularly in the area of financial therapy. During college, he dedicated time to mentorship with Big Brothers and worked with an Animal Aid Program, reflecting long-standing personal values.

His core professional philosophy is that a companys brand and its internal culture are intrinsically linked and must be one and the same.

Personality Overview

ROI Driven

Requires Proof

Curious But Skeptical

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They are often friendly and nice, but can sometimes suprise you with their piercing questions

Topics They Care About

Financial Services Branding
His agency, Substance, is built exclusively to serve the financial sector, helping brands in asset management, wealth management, and fintech connect with their audiences.
AI in Marketing
In February 2024, his firm launched "Images of Substance," an AI-powered tool to help financial marketers create unique visual branding and reduce reliance on stock photography.
Financial Therapy
He has publicly shared content from financial therapy trailblazers, indicating a strong personal interest in the connection between money, values, and family dynamics.

Media Appearances

Phil Edelstein | Founder - Substance Strategy & Creative | Forbes Business Council. Featured in Forbes Business Council

See Now

Work History

10-2023
President, Philadelphia Chapter at Financial Communications Society
10-2019
Founder at Substance Strategy & Creative
6-2017 - 9-2019
Director at BouchezPage
5-2014 - 6-2017
Head of Advertising and Public Relations at Hartford Funds
3-2013 - 5-2014
Director, Brand Strategy at Brownstein Group

Education

2003 - 2007
B.A. from Tufts University
Education details unavailable from Germantown Friends

More Information

Social Presence :

Prographics :

Exp : 15 Location : Philadelphia, Pennsylvania, United States Job Level : Leadership Designation : President, Philadelphia Chapter at Financial Communications Society
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Insights For Selling To Phil

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Invite them for a social do but don’t rely solely on the relationship
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Don't ask them to move fast, let them take their time and digest all the information
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Phil is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Phil

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Phil move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Phil take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Phil

Personality Compatibility


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