Goal-Based Planning: The Strategic Opportunity Financial Advisers Must Embrace

Goal-based planning is transforming the UK financial advice landscape, creating significant opportunities for firms to differentiate themselves, attract new clients, and build sustainable growth. This strategic shift moves beyond traditional product-focused approaches to centre conversations around clients’ life goals—from purchasing a home to funding children’s education or planning for early retirement.

The Regulatory Driver Behind Goal-Based Planning

The introduction of Consumer Duty has accelerated this transformation by reinforcing the need for suitable, outcome-focused advice. As highlighted in a recent Money Marketing analysis, this regulatory framework has moved the profession away from product-led recommendations towards genuinely client-centric planning. The Lang Cat’s State of the Advice Nation 2024-25 report definitively concludes that firms are “increasingly moving away from simply recommending products and instead focusing on helping clients change their financial behaviour over time”.

The Truth About Digital Marketing for Financial Advisors: How Online Reputation Management Drives Growth

Introduction

In the financial advice industry, trust is foundational—and today, that trust often begins with a Google search. That’s where Online Reputation Management (ORM), a core component of any effective financial services marketing plan, becomes essential for your firm’s growth strategy.

Research from the Personal Finance Society shows that 81% of UK consumers research financial advisers online before making contact, and 67% report that online reviews influence their selection decision (PFS Digital Engagement Survey, 2023). Your digital presence is now your first impression in a profession where credibility and client confidence are paramount.

How Social Media Content Calendar Planning Can Help Your Financial Advisory Firm Grow

Introduction: The Digital Imperative for Financial Advisers

In today’s digital world, having a clear and strategic social media presence is essential for financial advisers who want to stand out, attract clients, and build meaningful professional relationships. With 78% of financial advisers reporting that social media helps them gain new clients, the evidence is clear: digital engagement is no longer optional.

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.