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Protection business resources

This content is for protection advisers only.

Practical digital ideas to help you grow your business

Customers are increasingly turning to digital technology to research and buy products and services.
Financial advice is no exception to this trend, and this offers some unique opportunities to connect with both new and existing clients and to market your business.
We'll show you the important things you should be doing to help you make sense of digital technology and how you can make it work for your business.

More great ideas...

Adviser Business Accelerator

Grow your protection advice business with free concise guides on everything from email marketing to building a profitable website.


Help clients find you

Take a look at our hints and tips to make sure your website shows up when customers search for you

A fundamental aspect of marketing your professional advice online is making sure potential customers can find you.

Search engine optimisation - or SEO - sounds like a grand endeavour, but it's really just designing your website to make sure search engines like Google can find it. Good SEO also helps push your site to the top of the list.

The reason why businesses do this is quite simple; according to a survey conducted by Brafton, 80% of people use search engines to find local business, and the higher you rank, the more clicks you’ll get.

Try a simple search for your website. Use keywords such as "financial adviser" or "financial advice" and see how your website ranks.

You can get some great tips online to get you started and improve your searchability

Blogging sites are a great way to stay up to date and understand SEO. Here are a few that might help get you started but there's many more online.

For beginners

22 essential tips you need for optimising your site.

For an existing site

A quick fix guide to making your website more visible.

Boost your search

Max out your local search potential, with these expert tips.

Google tools

Google isn't just about search – they have tools that can help your business

You may already be familiar with Google's search tools and the way they can help you market your business online. But did you know Google has other tools that could be equally as useful to your business?

From planning and insight to web building and email tools, Google has them all. And, best of all, a lot of them are free to use.

Take a look

Find out how else Google can help you run your business effectively

Google Surveys

Makes it easy to get fast, reliable opinions from consumers across the internet.

Google Analytics

Lets you measure your advertising ROI as well as track your social networking sites and applications.

Google Trends

Displays the latest searches and content being browsed across Google.

Social media

Connect with clients and build relationships using social networks

Social media is driven by its users. It lets people create and drive opinion, comment on trends and, more importantly, hear a different point of view.

Social media could be an effective way to gain trust with potential customers. It gives you the chance to show both your personality and your expertise. You can use it as a networking tool or to build your online reputation.

If you don't already have social media accounts, it's free and easy to create them through Facebook, Twitter and LinkedIn.

Get your existing business profiles working harder for you with social media business tools:

Content is king

Create better content to show the value of your advice

Engaging content helps you demonstrate your expertise and builds trust with clients. It helps you display your knowledge and establish your reputation as a financial adviser.

Search engines place great emphasis on content when ranking web pages, so good content can increase the visibility of your site and help potential customers find you.

You don't need to post long, dull passages about the latest financial services industry changes. Instead, post regular, bite-size pieces that you think your clients might find interesting. This could be a small press release or a short opinion piece, a reminder about the end of the tax year - the possibilities are endless. But by publishing regularly, you'll help keep your website at the top of the rankings and in the public eye.

Browse these useful websites to help with ideas for creating content for your website

There are plenty of other sites out there, so if you like the look of these, conduct your own search to find the best content for you.

Content Marketing Institute

Whose mission is to advance the practice of content marketing.


A technology company that helps brands create great content.


Software that helps you organise and produce content.

Online tools

Hints and tips on how to use some of the best online business tools

Did you know, there are a number of online business tools available for you to use? And a lot of them are free!

We've had a look at some of the free online tools that can help save you time and money. There are plenty more out there, so if you like the look of these, why not search the internet for more helpful marketing tools.

Take a look at these three and see what you think

Survey Monkey

Good survey software can make market research far easier and less time consuming.

Harvest time

Harvest is a powerful tool you can use to track and analyse your time and create branded invoices.


Searches for topics, content and subjects that are trending most across the web.

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WA01298 06/2018