A free marketing diagnostic for financial advisers — scored results on screen, specific fixes for your firm.
Diagnosed by a Chartered Marketer with 10+ years in B2B marketing. Direct access — no account managers.
FCA compliance requirements mean most IFA websites are stripped back, cautious and generic — which is understandable. But cautious and generic is invisible online. There is a way to be compliant and specific at the same time. Most firms haven't found it.
Pension drawdown, inheritance tax planning, protection review — every IFA has genuine expertise on the questions their clients lie awake worrying about. Almost none of it appears in a form that earns search visibility or AI citations when someone types that question into Google.
Referrals from accountants, solicitors and existing clients are the lifeblood of most IFA practices. But most referral relationships are entirely unmanaged — no deliberate partner programme, no systematic ask, no process for turning satisfied clients into advocates.
Rashid Patel — Chartered Marketer (CIM), founder of Zero6 Marketing. 10+ years in corporate marketing across life sciences, complex B2B and professional services. Bolton based. Maximum four clients at any one time.
No login. No commitment. Upload screenshots of your homepage, Google Business Profile and map pack result and get a specific scored diagnostic for your firm.
Not sure which diagnostic is right for your business?
Run the professional services version — it covers all the sectors above.