Phil Bray

Phil Bray: The seven deadly sins of adviser websites

Your website is your shop window and needs to support your marketing strategy An effective website should support every element of an adviser’s marketing strategy. From helping referrals understand more about your business, to being found on Google by people looking for an adviser, your website is your shop window. Essentially it has three jobs: To […]


Phil Bray: How to improve your adviser blogs

We regularly see headlines pronouncing the death of blogging and promoting video, podcasts or other forms of content as an alternative. The irony, of course, is that those making the predictions are doing so in a blog. Nevertheless, the question remains valid: is blogging dead? I am confident it is not but its effectiveness will […]


Phil Bray: How to become a ‘go-to’ local expert

Top tips on building your reputation in your local area One of the most successful ways to grow your business is to make yourself the “go-to” planner for your niche in your local area. The long-term aim is to achieve such local dominance that, when someone thinks about your niche, they immediately associate your name […]

Phil Bray: Top tips for the perfect first client meeting

Advisers who go the extra mile to impress will be rewarded many times over Marketing types are fond of talking about the “client journey”. That usually means the journey an individual takes from being a suspect, to prospect, to client. Here, however, I want to talk about an entirely different client journey: to and within your […]

Phil Bray: The best free marketing tool out there for advisers

Google Analytics is crucial in measuring marketing efforts, yet nowhere near enough advisers use it To market your business successfully, it is essential you have a deep understanding of your target audience. Only then can you analyse how effective you are at engaging with them. Evidence-based investing is pursued passionately by a growing band of […]