Financial Services Marketing Frameworks
Named, compliance-first systems for turning paid media spend into sales-ready financial advice clients.
What is a financial services marketing framework?
A named, step-by-step system for acquiring FCA-regulated advice clients. It codifies creative, targeting, compliance, measurement and sales hand-off into a repeatable process that delivers predictable CPL, MQL rate and client economics. Platinum Prospects publishes four production-grade frameworks engineered for UK advisers.
What is a Financial Services Marketing Framework?
A financial services marketing framework is a named, step-by-step system for acquiring regulated advice clients. It codifies creative, targeting, compliance, measurement and sales hand-off into a repeatable process that delivers predictable CPL, MQL rate and client economics.
The Compliance-First Funnel
A funnel design method where FCA rules, Consumer Duty outcomes and vulnerable-customer safeguards are treated as design inputs, not final gates.
The Financial Client Acquisition Model
An end-to-end model linking paid media spend to final client economics across mortgage, protection, pension and investment niches.
The Platinum Prospects Lead Engine
A five-stage acquisition system that turns paid media spend into FCA-compliant, sales-ready financial advice leads.
The Retargeting Amplification Cycle
A continuous-loop retargeting system that harvests warm audiences and multiplies their conversion rate across Meta, Google and LinkedIn.
Frequently asked questions
What is a financial services marketing framework?+
A marketing framework is a named, repeatable system for acquiring financial advice clients. It defines the stages, inputs, outputs and compliance checks that turn paid media spend into sales-ready leads.
Why do financial advisers need a framework rather than tactics?+
FCA rules, Consumer Duty outcomes and long sales cycles make ad-hoc tactics unreliable. A framework makes the funnel measurable, auditable and coachable, which is how firms scale paid media sustainably without losing compliance control.
How are the Platinum Prospects frameworks different?+
Every framework we publish is engineered specifically for UK financial services: regulated niches, vulnerable-customer safeguards, offline conversion tracking and LTV-to-CAC modelling are treated as first-class design inputs, not afterthoughts.