Marketing Edge

The Weekly Marketing and Lead Generation Newsletter for Financial Advice Professionals

September 2024 marks my 46th year of working with financial advisers. And in that time, I’ve seen just about every marketing and lead generation strategy out there. I’ve seen what works and importantly, what doesn’t! And I’ve shared that knowledge with over a million financial services delegates at conferences in the UK and around the world.

Twenty-one years ago, I launched a weekly marketing newsletter for financial advisers, which grew to 13,195 subscribers at its peak. As social media platforms emerged, they provided advisers with new ways to access information and connect with others.

A Proven Resource, Reinvented for Today's Advisers - Every Tuesday at Midday

But today, newsletters have seen a startling resurgence in popularity, offering a more focused and personalised experience. To celebrate my 46th anniversary, I have relaunched that newsletter and financial advisers are subscribing now.

Starting on 29th October, I’m bringing over four decades of learning together in a weekly publication designed to do one thing: help IFAs, financial planners and advisers attract more of the right clients.

This isn’t just a collection of generic tips. Your newsletter is packed with practical, proven strategies - from pre-internet approaches that still work, proven market templates to customise to your business - all the way to today’s latest AI tools. Every issue gives you unique content, pro tips and actionable insights to make a real difference in your marketing, especially if your business is going through any kind of change or transition.

The insights will help you focus and stay on track to make this your best year yet.

"When you subscribe, you'll gain the proven tools and strategies you need every week to consistently attract the right clients and grow your financial advice business with confidence."