Why Financial Advisers Should Adopt Marketing Automation in 2026
Just this month, I watched a brilliant founder lose a five-figure deal because he went silent for six weeks during tax year end. The prospect had downloaded his…
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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.
AEO vs GEO vs SEO for Financial Services: Which Strategy Actually Wins in 2026?
Over my 10-year career, I’ve watched mutiple financial advisers spend >£18,000 on SEO campaigns that brought zero clients. The problem? They were fighting yesterday’s battle whilst their prospects…
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What a Financial Marketing Company Really Does (and Where Most Fall Short)
I recently spoke with a financial adviser in Bristol who’d been spending £2,000 per month with a financial marketing company. They delivered gorgeous content, ran LinkedIn campaigns and…
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How to Scale Content Creation for Your Financial Advice Firm – Without Losing Quality
In January, I built a system that let an adviser double his content output within the first month – all without hiring a single full-time writer. His secret…
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What Keywords Should Financial Advisors Target?
In 2025, I spoke to at least three financial advisors who spent £24,000 on SEO over twelve months without booking a single consultation. When I audited the sites,…
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How to Avoid Misleading Financial Ad Claims in Your Marketing
Last month, a Director of a tax planning firm called me for advice. He was trying to run Facebook ads, but their creates kept getting blocked. Here’s the…
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Can Fintechs Outmarket Traditional Banks?
Traditional banks pour millions into brand campaigns, sponsorships and glossy TV adverts. Fintechs spend a fraction of that budget yet consistently win younger customers. The gap isn’t about…
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What Is a Quiz Funnel for Financial Advisors, and Why Use It?
I remember looking at a financial advisor’s Google Ads account with him. He’d spent over $20,000 on paid ads, but had only attracted a handful of leads. Three…
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The 5 Big Mistakes Financial Advisors Make with Marketing Automation
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…
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