Financial advisors
Grow the book without stepping outside the rules.
Plays written to be reviewed, with the claim language kept careful by default.
- Written for review
- No performance claims
- Referral-led
Add your website — see your ranked plan in about a minute, free.
Where most teams get stuck
Compliance slows everything, so most firms publish nothing.
What your plan is built from
We read your service and fee pages, the questions people search before choosing an adviser, and how competing firms present the same work — then keep drafts free of promises and projections.
The plays that usually rank highest
Your own plan is built from your website and numbers, but this is the shape it normally takes.
- Question-led content that survives review
- A referral programme partners will actually use
- Webinar and event follow-up that converts
- A clear, honest fee page
- Introducer material accountants and solicitors can forward
Agents worth running
LinkedIn, carefully — value first, no product mentions. Nothing is ever posted for you. gtm.help finds the conversation and drafts the reply; you read it, edit it and post it from your own account.
Worked example
One play, in full
Publish the fee page properly
Fees are the most-searched and least-answered question, and answering it filters out the wrong enquiries.
- State how you charge and what a typical engagement costs
- Explain what is included and what is not, in plain language
- Add the compliance wording once, at the foot, not through the copy
- Link it from every service page and the contact form
- Effort
- Half a day plus review
- Payoff
- Fewer unqualified enquiries, higher conversion on the rest
Questions
Before you start
Will the drafts create compliance problems?
Drafts avoid performance claims, guarantees and projections by default, and every one is reviewed by you before it goes anywhere.
Can we keep everything off social?
Yes. Turn the agents off and the plan works entirely through content, referrals and events.
Does it understand our regulator?
It is not legal or compliance advice. It keeps language conservative; your compliance process still applies.
Is the plan really specific to my business?
It is built from your website, your category and any tools you connect — not a template.
What does it cost to try?
You can read your first three plays free. The full workspace is a seven-day trial.
Get started
See your own ranked plan
Add your website and read your first three plays free — no card needed.
Add your website and see your own ranked plan.