AI Tools for Financial Advisers – What Should You Pay?
AI has been “free” for some time now, but that won’t last forever. ChatGPT is talking about bringing in ads. Anthropic are being more aggressive with session limits…
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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.
How to Use AI for Adviser Meeting Notes and CRM Updates
There’s been an incredible amount of innovation in financial advice AI over the last three years. First, dedicated notetakers like Saturn arrived. Then suitability report generators, AI-powered CRM…
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Can AI Automate Compliance Reporting for Advisers?
Last week, I sat through a live demo with the founder of a UK fintech producing highly structured suitability reports from client data. The human stays in the…
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How We’re Rebuilding the SEO Agency For Financial Services (Without the Overhead)
I regularly speak with advisers who pay over £3,000 for an agency to do their SEO, but they’re overpaying. Why pay for 40 billable hours when the work…
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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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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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