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

Feel Good Friday: Quilter pledges £3m towards financial education

Feel Good Friday: Quilter pledges £3m towards financial education

Alongside £1m in grants supporting charities

Professional Adviser
clock 13 February 2026 • 1 min read
Brits unlikely to see IFAs despite Budget impact

Brits unlikely to see IFAs despite Budget impact

Just 19% were likely to seek advice, Continuum finds

Isabel Baxter
clock 12 February 2026 • 3 min read
Treasury consults on AR regime adding further FCA and FOS permissions

Treasury consults on AR regime adding further FCA and FOS permissions

Amid concerns about consumer harm and weaknesses in oversight

Isabel Baxter
clock 12 February 2026 • 3 min read