Playbooks

Financial Marketing Guides

Practical, compliance-aware playbooks for advisers, brokers and wealth firms scaling client acquisition.

Quick answer

What are Platinum Prospects Guides?

Step-by-step, compliance-aware playbooks for UK financial advisers, brokers and wealth firms. Each guide covers one acquisition problem end-to-end: strategy, creative, targeting, FCA sign-off, measurement and a named framework to deploy. Written and reviewed by the Platinum Prospects Editorial team against Consumer Duty rules.

Paid media

LinkedIn for Wealth, Corporate Pensions and HNW Segments

A deep-dive playbook for using LinkedIn as the primary channel for wealth management, corporate pension schemes, offshore/expat and HNW/UHNW audiences.

11 min readRead

Measurement

The Measurement Stack: Meta CAPI, Google Enhanced Conversions, GA4 and CRM for Advisers

A complete measurement architecture for UK adviser firms: pixel setup, server-side CAPI, Enhanced Conversions, GA4 events, CRM offline import and a cadence for reporting that stands up to FCA scrutiny.

13 min readRead

Paid media

Retargeting Strategy for UK Financial Advisers

How to build a compliant, high-ROI retargeting programme across Meta, Google and LinkedIn: audience segmentation, frequency capping, creative rotation, view-through attribution and burn-out prevention.

10 min readRead

Strategy

Funnel Economics for UK Advisers: CAC, LTV and Payback

The unit economics every adviser firm needs to understand: calculating CAC, LTV and payback across mortgage, pension, wealth and protection niches, with worked examples and when to scale.

11 min readRead

Conversion

Landing Pages that Convert in UK Financial Services

The anatomy of a top-decile financial services landing page: headline structure, multi-step forms, trust signals, risk disclosure, speed optimisation, A/B testing framework and worked examples by niche.

12 min readRead

Conversion

The Speed-to-Lead Playbook for UK Advisers

How to respond to an inbound financial services lead in under 60 seconds: tools, scripts, compliance considerations and the 3-4x contact-rate uplift that nobody talks about.

9 min readRead

paid-media

Paid Media for Financial Advisers: Meta, Google and LinkedIn

Paid media channel selection, campaign structure, creative rules and scaling strategy for UK financial advisers on Meta, Google and LinkedIn, with real CPL ranges, creative examples and platform-specific compliance gotchas.

22 min readRead

lead-generation

Lead Generation Fundamentals for UK Financial Services

A complete field manual for generating compliant, high-intent leads in UK regulated financial services: the funnel stages, the channel economics, the creative rules, the conversion levers and the measurement stack that actually holds up to FCA scrutiny.

18 min readRead

compliance

Compliance-Aware Creative for Financial Services Ads

The complete creative compliance field manual for UK financial services paid media: Section 21, COBS 4, Consumer Duty, platform-specific editorial policies, approved claim language and worked creative examples.

15 min readRead