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…
Read article
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.
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…
Read article
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…
Read article
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…
Read article
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…
Read article
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…
Read article
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…
Read article
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Key Takeaways Old SEO strategies for asset managers are becoming outdated in 2025 – particularly due to the rise of AI-powered search (e.g. Google’s AI Mode).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…
Read article
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…
Read article