Six reasons to use case studies on adviser websites - Phil Bray

‘Often overlooked’

Victoria McKeever
clock • 3 min read

Despite being "hugely useful" in helping to attract new clients, explains consultant Phil Bray, case studies are often overlooked by advisers as content to use on their own websites.

User experience, images and content are all key ingredients in making a great adviser website, says Bray (pictured), but case studies that illustrate how clients have been helped by the firm are often overlooked as part of the mix. While some advisers may believe they are "too time poor" to produce case studies, they are well worth the effort. "Marketing should not be seen as a cost but an investment," says Bray. "If it is seen as a cost, then it is being done wrong as all marketing should offer a measurable return. "Advisers can either write case studies themselves or they can out...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Is being Chartered worth it? Breaking down the perennial dissensus

Is being Chartered worth it? Breaking down the perennial dissensus

‘Many non-Chartered advisers are just as competent as those who are’

Hope Coumbe
clock 10 May 2024 • 4 min read
Andrew Goodwin: Financial advice and the Evangelista effect

Andrew Goodwin: Financial advice and the Evangelista effect

'Future of advice lies in independence, approachability and affordability'

Andrew Goodwin
clock 10 May 2024 • 4 min read
Aviva integrates robotic process automation into platform capabilities

Aviva integrates robotic process automation into platform capabilities

Robotic process automation removes need for client by client process

Sahar Nazir
clock 09 May 2024 • 1 min read