Help and advice for IFAs on Marketing, SEO, <br>Digital Publishing, IT and more ...

Marketing for IFAs

Information and advice for IFAs on useful 
Marketing and SEO strategies

Marketing for IFAs

A marketing plan is a comprehensive document or blueprint that outlines a company's advertising and marketing efforts for the coming year. It describes business activities involved in accomplishing specific marketing objectives within a set time frame.

Just having a website is not enough

Get the word out there!

Digital publishing for IFAs including The Budget Report and Autumn Statement

You need to attract new business to your site, making sure you give it as much exposure as possible and connect to your customers.

This can be done using SEO (getting your site found on Google and other major search engines), advertising in online listings, email marketing and spreading the word through Social Media.

It's all about content, h1 (only one per page), h2s, image alt tags, meta descriptions and backlinks. Don't worry we incorporate best practice SEO and optimisation into all our sites. We'll even support you with Google Analytics and Webmaster tools.

Use of Blogs

It is true, “Content is King”

Content, the right headings, images and tags all reach out to Google, building up impressions. Loosely speaking, impressions convert to clicks. Over time adding one or two blog articles to your site (natural growth) can make a difference. Especially if you're adding trending topics.

We regularly add articles sent by a few of our clients, adding meta descriptions and images on their behalf. We then submit these articles to Google (Webmaster tools) to kick start the indexing process.

Typically a blog should be 500-1000 words, using many of your keywords and searched for phrases.

Google+ Webmaster tool, impressions convert to clicks

Marketing Resources

Branded Newsletters and Brochures

We design and produce quarterly branded newsletters and brochures (all included in your monthly fee) to assist your company in engaging with your customers. We then email these to to and add to your website.

The content in our newsletters is compliant with FCA guidelines. They are all passed through a number of major compliance companies first, before they are published.

We are unique in that we are (to our knowledge) the only Website company for financial advisers who produce client newsletters without making an additional charge.

Adviser Winter 2017

Adviser Winter 2017 Compliant Brochures for IFAs and Financial Advisers

Our latest quarterly brochure, which was passed through compliance and added to our client's website.

“In this issue we look at personal taxation and what's ahead for savers as well as some of the highlights from the Autumn Statement.

“What's ahead for Pensions and Savings?”


Mailchimp is a really useful email marketing tool; it is something you can use to promote your business, keep contact with your clients and point visitors to your website.

Mailchimp is free and the company don't start charging you unless you reach a monthly limit of 2,000 emails per month. We've found it a really useful tool to send out newsletter type emails that are eye-catching, something that's important for today's marketing.

Read our article on getting the most from your newsletters

Online Directories

Here are a few online directories to get you started. A good tip is to see where your competitors are listed and do the same.

See our article on online directories and see who performs best!

Search Engine Optimisation

The fact is however that many firms do not have the time or knowledge to operate in this area. If you need help with this, or don't have the time to do it yourself, then we have teamed up with a third party Serendipity online marketing who have experience in social media and SEO campaigns, so please call us.

Serendipity online marketing have a range of powerful and strategic SEO packages designed to improve your IFA rankings and exposure in the major search engines through SEO (Search Engine Optimisation), link building, blogging, search engine submissions, forums and other leading industry techniques.

In order get your IFA website to rank higher on Google we assist with SEO (which includes Google+ and Google Analytics). We work closely with an out of house SEO specialist Graham Baylis, from Serendipity who offers services to optimise your website for search engines and advise you from what we've learnt from working closely with Graham as well as using that knowledge when we design our financial websites.

Graham will offer a free SEO survey and Google Analytics check to any of our clients.

Social Media for IFAs

These days all the buzz is about the area of Social Media, Twitter, Facebook, YouTube and the various 'Bookmarking' sites like Stumbleupon and Reddit all becoming hot topics of discussion

The relevance of this area is ever increasing and the fact that Google and Bing are making overtures to Twitter and Facebook (and that Google has bought Youtube) are just a few of the reasons that no website owner can now realistically ignore these sites in their marketing strategy.

Most SEO specialists will offer the following services:-

  • Creating Twitter Accounts
  • Managing Twitter Accounts
  • Posting Tweets
  • Increasing Followers
  • Facebook Business Page Creation
  • Social Media Planning

Packages are typically available from £100 a month upwards, all being personally created to suit your individual needs.


Blog Management & Commenting Services for IFAs

Keeping the Blog Updated and Managed

Keeping a blog going can be an onerous task (many blogs don't last because of this), SOM's blog commenting service has been introduced. They don't only post blogs, but also manage all the comments and promote the blog using various tools.

Related Articles

Your Website   Brochure Schedule  Marketing Newsletters