What is the Best Marketing Software for Social Media Content for Financial Firms?
I spent nearly $1,000 on a social media tool last year that promised to solve all my social media headaches (and those of my clients). Three months in,…
Read articleYou're constantly funding a learning curve and feel like you're doing the work for them, wasting time with needless back-and-forth.
An in-house content marketer, SEO specialist and copywriter could cost £180,000 in salary before you even factor ad spend. A generalist agency can cost you £15,000 per month.
And copy-paste from ChatGPT isn't delivering the quality, authenticity or results you need. You're stuck between sounding like a robot and making no sound at all.
I built a Third Way through in-house chaos and agency cutter - giving you more speed without cutting corners on quality.
I call it the AI-Powered, Human-Finished marketing engine. It can generate the volume your firm needs to stay visible — but I personally handle the final 20%. The nuance. The voice. The expertise that makes a client think "this person gets it" rather than "did a robot write this?"
Think of it this way: AI is a power tool. In the wrong hands, it just makes a mess faster. I'm the craftsman who uses it to build something bespoke.
The result? The output of a 3-person marketing team, without the £180,000 price tag.
See how it worksI spent nearly $1,000 on a social media tool last year that promised to solve all my social media headaches (and those of my clients). Three months in,…
Read articleEarlier in my career, I was asked to examine the Google Ads account of a rising European fintech. What I saw shocked me. £20,000 spent on ads. No…
Read articleLast December, I was negotiating a marketing automation project with a wealth manager. They wanted a completely “hands-off” system where emails, social media and articles were completely auto-generated…
Read articleTake the free Advisor Marketing Scorecard — a 5-minute assessment that shows you exactly where your biggest growth opportunities are hiding.
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Philip is one of the UK's leading marketers for financial advisers. Over the last 10 years, he has worked with 100s of advice firms to build stunning brands, websites and digital campaigns that forge new client relationships and strengthen existing ones.
Today, he is at the forefront of the AI transition, helping IFAs move beyond the "hype" to build efficient, technology-backed firms that don't just survive fee compression but thrive by amplifying their unique human value.
Philip's attention is now on crafting the definitive survival guide for the modern IFA, turning the AI Disruption Wave into a sophisticated blueprint for fee protection, human-centric branding, and long-term professional pride.
Read my story