Transform Your Financial Advisory Practice with Advanced Marketing & AI Automation

I’m Philip Teale, MCIM. I help busy financial advisors attract more clients and streamline their operations, using proven marketing strategies and cutting-edge AI solutions.

How I Help Advisors

Whether you’re trying to attract better-fit clients, streamline your workflows or stand out in a crowded market – I’ll help you use smart marketing and AI to make it happen.

Marketing Strategy

I create clear, high-converting systems to bring in the right leads consistently. From quizzes and lead magnets, to email nurture sequences and calendar bookings, I’ll help you build a repeatable growth engine.

Positioning & Messaging

Struggling to explain what makes you different as a financial advisor? I help you clarify your offer, sharpen your message, and speak your client’s language – so your marketing actually resonates (and converts).

AI & Automation Workflows

Getting bogged down in manual follow-ups, clunky tools and endless admin? I build custom AI workflows for financial advisers – covering marketing, compliance, onboarding and more.

Tailored Marketing Strategies for Advisors

As a marketer working in this space for over 10 years, I know that financial advisors often reach a bottleneck with referrals.

They know they could achieve so much more with their marketing, but feel overwhelmed and confused about where to start. (“Should I use SEO? Google Ads? Something else?”).

I help by bringing clarity to your marketing strategy, tailoring a long-term plan to produce consistent, high-quality leads.

AI-Powered Automations

Most advisers waste hours every week chasing follow-ups, handling manual admin or trying to manage clunky tools that don’t talk to each other. It’s inefficient – and it’s holding your business back.

What if that work could run itself?

I help advisers use AI and automation to streamline tasks like onboarding, compliance checks, lead follow-ups and content workflows.

Whether you want to reduce admin time or respond to leads faster, I’ll help you build smart, scalable systems that work in the background – so you can stay focused on advice.

AI Use Cases for Advisors

Here are just a few of the custom AI workflows I’ve built to save time, reduce admin, and help advisers scale – without hiring more staff or wrestling with clunky systems.

Compliance Monitor

Reviews marketing content (like blog posts, emails or social posts) for potential compliance red flags – based on SEC, FCA, MAS and ASIC guidelines – before final sign-off. Advisors get clarity and compliance teams save hours.

Lead Enricher

Takes leads from your quizzes, landing pages or forms and automatically enriches the data – filling gaps like job title, location or company size – using public sources or AI lookups.

Smart Onboarding

Creates a personalised post-meeting journey for each new client: automated emails, reminders, tasks and document requests – all triggered without manual follow-up.

Latest Articles

The 5 Big Mistakes Financial Advisors Make with Marketing Automation

26/02/2026

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Philip Teale

I watched a director at spend £££ on a marketing automation platform in late 2025. Three months later, they were still manually copying client data between spreadsheets. The tool sat unused because nobody understood why they’d bought it in the first place. It wasn’t a tech problem. It was a clarity problem. Here’s the…
How to Build Content Strategies for Financial Services Firms That Actually Generate Leads

23/02/2026

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Philip Teale

Just today, I spoke with a financial adviser who’d spent £8,000 on a website 5 years ago. Over that whole time, it has sat there virtually invisibile. Not a single lead has followed. The site looked gorgeous, but it’s been sitting there like an expensive brochure with no strategy behind it. In my 10…
n8n vs Zapier for Financial Advisors: Which Automation Tool Saves You More Time and Money?

12/01/2026

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Philip Teale

Last month, I watched a solo advisor nearly walk away from automation entirely. He’d spent $100s on Zapier over six months, only to discover his workflows were still breaking when client data didn’t sync properly between his AI notetaker, CRM and other planning software. The frustration was palpable. Here’s what I’ve discovered after 10…

Start Your Journey

Ready to Simplify Your Marketing and Scale Smarter?

Whether you’re just getting started or looking to optimise what you’ve already built, I’ll help you create systems that generate leads, save time, and grow your business – without the tech overwhelm.