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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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.
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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How to Build Content Strategies for Financial Services Firms That Actually Generate Leads
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…
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n8n vs Zapier for Financial Advisors: Which Automation Tool Saves You More Time and Money?
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…
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Marketing Automation for Financial Advisors (2025 Guide)
Key Takeaways Most financial advisors I know struggle with repetitive, time-consuming tasks: Yet, what if you could automate a lot of this – freeing up your time to…
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SEO Strategies For Asset Managers (2025)
Key Takeaways Old SEO strategies for asset managers are becoming outdated in 2025 – particularly due to the rise of AI-powered search (e.g. Google’s AI Mode). I see…
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Email Marketing Tips For Asset Managers (2025 Guide & Trends)
Key Takeaways Looking for a quick win? Email is one of the most potential marketing channels available to asset managers – offering an ROI of between 10:1 and…
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