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

Celtic FP founder launches online admin platform for advisers

Celtic FP founder launches online admin platform for advisers

‘Developed by people who understand the industry’

Jenna Brown
clock 10 November 2026 • 2 min read
Budget BADR changes could drive flurry of advice M&A but unlikely to hit valuations

Budget BADR changes could drive flurry of advice M&A but unlikely to hit valuations

Firms urged not to rush sales

Isabel Baxter
clock 09 November 2026 • 4 min read
Verve Foundation launches financial planning career pathfinder

Verve Foundation launches financial planning career pathfinder

Free tool is for all candidates exploring roles and vacancies

Sophia Panayi
clock 09 November 2026 • 1 min read