Marketing your advice business 101: Tips from the experts

Vital for small companies

clock • 8 min read

As an adviser and business owner, marketing your business might not be the highest item on your agenda among all the things you have to contend with, but how you advertise you and your company, whether that is online or face-to-face, could set you above the rest. Sophie King gets some expert guidance

Marketing your business is important for small and large advice firms. As Andrew Marshall of Cognito Media, a financial services marketing agency, can attest: "Nearly 90% of financial adviser firms still have five or fewer advisers, despite consolidation. Smaller firms like that have to lean hard on their personal networks, but for bigger firms especially, marketing can build a brand that is bigger than the individuals, and ultimately have equity value. "In a business like financial advice, where clients associate strongly with an individual adviser, that is always the challenge, but it ...

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 Business

All the advice firm acquisitions that have taken place in 2025

All the advice firm acquisitions that have taken place in 2025

Keeping track of the ongoing consolidation of the advice industry

Professional Adviser
clock 11 April 2025 • 1 min read
Professional Adviser TV: Essential tax updates IFAs need to know

Professional Adviser TV: Essential tax updates IFAs need to know

PA sits down with AJ Bell's Rachel Vahey to tackle all things tax

Professional Adviser
clock 11 April 2025 • 1 min read
How a WhatsApp group grew into an advice consultancy

How a WhatsApp group grew into an advice consultancy

The Financial Planning Club co-founders on launching and advisers’ biggest challenges

Jen Frost
clock 10 April 2025 • 6 min read