News
Financial advisers have a unique opportunity to capture the £47 billion Gen Z wealth market through long-term strategies and digital-first engagement
How Financial Advisers Can Capture the £47 Billion Gen Z Market Opportunity
New research from M&G reveals Generation Z are the most financially optimistic generation, with 47% of 18-24 year olds confident about their retirement prospects - significantly higher than millennials (29%) and Gen X (25%). While this optimism creates a substantial market opportunity, it also represents a strategic challenge: how do you monetise relationships with clients who won’t reach peak earning potential for two decades?
How Financial Planners Can Harness Rising Consumer Confidence to Grow Their Firm and Strengthen Professional Relationships
Growing Your Financial Planning Firm Through Building Confidence: A Strategic Marketing Approach
Introduction
In today’s dynamic economic landscape, UK consumers are increasingly reassessing how they interact with their financial future. The Moneybox Financial Confidence Index 2025, based on a nationally representative survey of over 4,000 UK adults, provides compelling insights into evolving attitudes toward saving, investing, and financial planning.
This year’s data reveals not just a rise in confidence, but a clear link between financial self-assurance and outcomes—especially wealth creation. As a financial professional, these insights present a substantial opportunity to enhance your firm’s growth, shape your brand, and deepen your relationships with clients and referral partners. Below, we outline how you can harness this momentum effectively whilst ensuring FCA compliance.
Content Creation For Financial Advisers
Content Creation for Financial Advisers: Building Trust and Growing Your Practice
In an industry built on trust, reputation, and expertise, the way you present your firm online has never been more important. That’s where content creation—a cornerstone of financial services digital marketing—steps in.
It’s not about going viral or becoming the next influencer. It’s about being seen, being remembered, and being trusted by the people who matter most to your business: clients, prospects, and professional introducers. For those wondering how to get clients as a financial advisor, content marketing offers a sustainable, trust-building approach that complements other marketing for financial planners.
Client Education Programmes
Client Education Programmes for Financial Advisers: A Key to Growth and Client Engagement
Introduction: Why Client Education Matters in Financial Advice
In today’s competitive financial landscape, client education has emerged as an increasingly important tool for financial advisers looking to differentiate their services, build trust with clients, and create long-term relationships. A well-structured Client Education Programme can help financial advisers grow their practices, attract more clients, strengthen their brand, and ultimately establish themselves as trusted thought leaders in the industry.
Lead Generation Campaigns
Lead Generation Campaigns: A Strategic Approach to Growing Your Financial Advisory Business
Introduction: Understanding Financial Services Marketing
As a financial adviser, you understand the importance of attracting new clients to sustain and grow your business. One of the most effective ways to achieve this is through well-designed lead generation campaigns. Lead generation refers to the process of attracting and converting potential clients (leads) into prospects and, eventually, customers. When implemented correctly, lead generation campaigns can significantly boost your client base, create a strong brand identity, and help differentiate your firm from competitors.
Social Media Content Strategy
Social Media Content Strategy for Financial Advisers: Best Practices
Introduction
In today’s digital landscape, an effective social media strategy is essential for financial advisers looking to grow their practice and engage with clients. Recent research found that 87% of advisers now use social media for business purposes, with 68% reporting that it has helped them acquire new clients.
This comprehensive guide provides effective marketing for financial advisers with actionable strategies for creating and implementing a compliant, effective plan.
Social Media Strategy And Management
How Social Media Strategy and Management Can Help Your Financial Advice Firm Grow
Why Social Media for Financial Planners Matters
Social media is no longer a ’nice to have’ — it’s an essential part of your marketing strategy, whether you’re a solo adviser or running a growing firm. According to research by Intelliflo, 67% of UK financial advisers acquired new clients through social media in 2023, with the average adviser reporting 7.2 new client relationships directly attributable to their social presence.
Social Media Target Audience Understanding
Understanding Your Target Audience on Social Media: A Guide for Financial Services Firms
Introduction: Why Social Media Matters for Financial Advisers
In today's increasingly digital world, social media is no longer optional; it's an essential tool for any financial adviser looking to grow their firm, attract more clients, and build strong professional networks. Many advisers partner with a financial services advertising agency to maximize their digital presence. According to research by Intelliflo, 79% of UK financial advisers who use social media professionally have gained new clients as a direct result of their activity, with an average of seven new clients per year through these channels.
Thought Leadership And Pr
The Power of Thought Leadership and PR for Financial Advisers: How to Grow Your Firm, Build Your Brand, and Attract More Clients
As a financial adviser, you’re not just in the business of managing wealth; you’re in the business of building trust. One of the most effective ways to establish trust, attract new clients, and differentiate your firm in a competitive market is through Thought Leadership and Public Relations (PR). But what do these concepts really mean for financial advisers, and how can they help your business grow?