Financial services marketers arguably face unique challenges compared to other industries. There are strict regulations, evolving consumer expectations and fierce competition to navigate. Yet, with the right strategy, it is possible to build a long-term plan to increase brand exposure, generate more leads and boost client satisfaction. This guide is tailored to provide financial services companies with actionable insights, proven tactics and innovative approaches to elevate your financial marketing strategies in 2024. The Importance of Digital Platforms for Financial Services Marketing Traditi ..read more

What has the arrival of ChatGPT (and other generative AI providers) done to the value of financial copywriting in 2024? Arguably, having a good financial copywriter is now more useful than ever before, helping your voice to stand out from those relying on robots to speak for them. Yet how financial firms build an ideal copywriting strategy in light of shifting technologies, consumer demands and industry regulations. Below, our financial marketing team at CreativeAdviser offer 7 financial copywriting strategies to consider in 2024. We hope these ideas are useful to you. Please contact us for mo ..read more

Marketing plays a vital role in the survival and growth of any business – financial services included. Yet how does financial services marketing work in today’s digital world, in 2023? How can you ensure that your marketing is relevant, effective and meeting key goals for your organisation? Marketing is a huge topic. Yet there are some essential “building blocks” to get you started – along with some key features about the marketing landscape in 2023, to take account of. Below, we offer our latest guide to financial services marketing. We hope these insights are useful. Please contact us if you ..read more

In 2023 an estimated 20,000 individual CII members and 800 firms qualify for “chartered” status as financial planners. Yet how many of these financial planners are using this status effectively in their financial marketing? A delicate balance needs to be struck. Your chartered status is unlikely to be the first thing that a potential client wants to know about a financial planner. Rather, he/she probably wants to establish if you are a broad fit for their needs, have worked with similar people like them and can do the job that they need, competently. Yet letting prospects know that you meet th ..read more

The UK is currently facing the biggest drop in the standard of living since the 1970s. Much of this is being caused by higher energy prices which appear set to eat into household budgets for the next 18 months. Households will be pressured and many businesses could close. As marketers in the financial sector, we have spent a lot of time writing for our clients about the cost of living crisis. Along the way, it has occurred to us that there are lessons to be drawn from the UK economy and how financial firms approach their marketing. Below, we share some of these ideas with you. We hope this pro ..read more

Google Ads (formerly Google AdWords) has long been an intriguing marketing option for financial firms. The idea is immediately attractive. Simply pay to show your ads at the top of Google search results, and watch your target audience click onto your website and make floods of inquiries. Of course, things are not that simple. It is difficult to craft an effective Google Ads campaign. Many different moving parts need to come together to produce results, and your ads need to be constantly monitored and improved to maintain – let alone increase – effectiveness. Google Ads can be intimidating, how ..read more

Almost every financial firm has at least considered buying leads for their business. However, is it a good idea? Buying pension leads and other off-the-shelf email contacts may seem like a viable way to gain more clients. However, in 2022 it is becoming increasingly difficult to make it work. Instead, we believe there is a better way – i.e. building your own marketing strategy and infrastructure, rather than relying on someone else’s. Below, we outline the pros and cons of buying pension leads versus crafting your own lead generation strategy. We hope this sparks some ideas for your own financ ..read more

Stepping into the world of marketing for financial services can feel overwhelming – especially with all of the jargon involved. This can make it difficult for financial firms to approach an external agency for help. After all, it can feel like some of them are speaking a foreign language to you when talking about SEO, PPC and other unfamiliar words. Fortunately, you can make everything easier for yourself by learning a handful of key concepts. These will also stand you in good stead for life, which is increasingly becoming more digitised. Below, we offer 10 that we believe you should know if y ..read more

Getting marketing right is hard for financial firms. There are many moving parts to get right. A lot can go right with the right marketing strategy – delivering higher levels of brand exposure and leads. However, it is also easy to fall into common “marketing traps” which can undermine your efforts. Here at CreativeAdviser, we have identified five common marketing mistakes that we’ve witnessed in 2022. Our aim is to help you spot and avoid these in your own strategy. We hope this content is useful to you. If you’d like to discuss your own marketing strategy with us, get in touch to arrange a f ..read more

LinkedIn is easily the most popular social media platform for financial planners. It naturally contains many users who fit the ideal target client, after all. Business owners, senior managers, entrepreneurs and more. It is often, rightly, known as “Facebook for business people”. Yet, how can you market yourself effectively on there? LinkedIn is not an easy nut to crack when it comes to marketing. There is lots of content published on there every day which you need to compete with, and cut through. Convincing people to “connect” and “follow” you is also a challenge. Even if you can build a stro ..read more