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

A quarter of women struggle to find an adviser they trust – report

A quarter of women struggle to find an adviser they trust – report

Only 11% of women feel very confident about retirement

Isabel Baxter
clock 05 March 2025 • 2 min read
Andrew Goodwin: Advisers should help shape the future, not predict it

Andrew Goodwin: Advisers should help shape the future, not predict it

'Disappointment erodes confidence and generates anxiety'

Andrew Goodwin
clock 04 March 2025 • 5 min read
FCA imposes restrictions on SEI's UK platform business

FCA imposes restrictions on SEI's UK platform business

SEI restricted from launching products and onboarding institutional clients

Sahar Nazir
clock 04 March 2025 • 1 min read