Case Study: Scaling SEO for a Financial Adviser
Last Friday, I got off a call with my adviser client in the UK. We talked through their SEO report, and I was shocked by the findings. In…
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From the desk of Philip Teale
Thoughts on writing, content & the future of advice
Practical insights for financial advisers who want to stand out, build authority, and grow.
UK Independent Financial Adviser Tech Stack
The UK advice market has never had more tools to choose from – and never had more pressure to choose wisely. The infographic maps the full tech stack…
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GoHighLevel vs HubSpot for Financial Advisors
I had a client in 2025 (a financial advisor) who wanted a CRM. They were deliberating two options – both of which costed over $1,000 per month. After…
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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,…
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The Top 5 Digital Advertising Channels for Financial Planners in 2026
Earlier 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…
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Wealth Management Marketing Automation Issues: How to Solve the Automation Paradox
Last 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…
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Do Facebook Ads Really Work for Financial Advisors?
I’ve spoken to many financial advisers who are interested in Facebook Ads. Often, the subject comes up out of frustration. Other lead generation channels don’t seem to be…
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LinkedIn Marketing for Financial Advisors: How to Turn Connections into Clients in <20 Minutes Per Day
For 15 years, I ignored LinkedIn. Posted maybe twice a year. Then, in 2025, I decided to get serious with it. And what a transformation I experienced: My…
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How Can a Financial Copywriter Help Grow My Business?
Two days ago, I spoke with an adviser about their digital magazine. It looked great. Interesting topics. Fairly good copywriting. But nobody was reading it. This adviser knew…
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