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…
Read article
Insights from Philip Teale
Practical thinking on AI adoption for UK financial advisers
Independent analysis on AI tools, compliance considerations and what a sensible transition actually looks like for FCA-regulated advice firms.
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 article
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…
Read article
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…
Read article
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…
Read article
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…
Read article
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…
Read article
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…
Read article
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…
Read article