Pre-approved Compliant Content


Pre-approved compliant content

Do you waste hours of your precious time, concerning yourself with making sure your marketing content for your IFA business is compliant, only to find that you have to re-write much of it all over again? And then maybe tweak it some more? And again?

Have you spent valuable periods talking with your own financial compliance officer or members of your compliance team? Going backwards and forwards? And have you felt frustrated by the fact that the words you are being asked to use take away from the entire meaning of your sales message? That it makes the whole marketing exercise – even your website – seem like a pointless venture?


Compliant wording that sells

We often work with financial advisers who are almost at the point where they feel marketing is going to be detrimental to their business. Many clients we work with have had their own words altered to make their sales message compliant. This can cause frustration on the adviser’s part, particularly if the new wording dilutes, or even contradicts, that message.

Then there are the necessary regulatory messages that must be added. We’ve all heard the phrase: ‘Your home is at risk if you do not keep up repayments…’ It is generally accepted by consumers to be a legal warning that must be documented. That said, this is not the only phrase which crops up.

So, the real art is in finding a way to sell your financial services exceptionally well, and genuinely, without putting a potential client off before they get to your message and the real benefits your company has to offer.

Enter WEBPRO Adviser.

Need for you and your compliance officer to be content with your content? Then why not give us a call today?

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I would have no hesitation in recommending Web Pro who have recently designed and implemented our website. We are delighted with the finished result and now have an online presence we can be proud of! From the onset, our designer Camilla listened to our requirements and delivered exactly what we were looking for. Nothing was ever too much trouble. Throughout the process we were kept up to date which meant we always felt confident everything was in hand. 

Heather Kiriakakis
Newark Wealth Financial Planning

If your marketing quality is as important to you as its compliance, contact us today.
Your content is ready and waiting for you.

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