What the Voice of the Adviser 2025 Report Means for Your Marketing Strategy

The newly released Voice of the Adviser 2025 report from Nucleus reveals a profession navigating unprecedented change. Drawing insights from over 100 financial advisers across the UK, this comprehensive survey exposes critical marketing opportunities for firms willing to adapt to evolving client expectations and digital transformation.

Executive Summary: A Profession at a Strategic Crossroads

The financial advice sector faces a pivotal moment where traditional relationship-building meets digital innovation. Whilst 86% of advisers recognise the need to engage younger clients, fewer than half are actively pursuing this demographic. This gap represents a substantial growth opportunity for firms ready to implement strategic marketing approaches.

How Financial Advisers Can Use Email Marketing to Grow Their Firm

Email marketing for financial advisors isn’t just for e-commerce and retail brands. For financial advisers and planners, a well-executed email marketing campaign can help you:

• Build trust and credibility with prospective clients
• Keep in touch with existing clients in a meaningful way
• Stand out from competitors
• Share thought leadership and expertise
• Strengthen professional referral relationships
• Stay front of mind for when someone needs advice

Yet many advisory firms either overlook it or don’t use it to its full potential, often failing to implement effective digital marketing strategies for financial advisors.