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.

The small (and large) print

So, how does it work? It’s very simple, really. Knowing how often content can create unnecessary unease for IFAs, WEBPRO Adviser had content written and – crucially – approved by the different financial compliance networks. We now offer this as an option to our financial adviser clients as part of our website packages. So, when you purchase or renew a website with us, you have the choice of using your own words or ours. We like to treat our customers fairly, too!

The only caveat is that if you choose to move on from WEBPRO Adviser for any reason, you cannot take the content with you as it is copyrighted and is for the exclusive use of our clients only.

OUR PRODUCTS & SERVICES

Financial Services Networks

WEBPRO Adviser are the preferred supplier to several financial services networks and we have excellent working relationships with the compliance departments within them.

IFA Specific Content

Our website packages come with written content specific to the services offered by financial advisers, at no extra cost.

Pre-approved IFA Content

All of the written content offered by WEBPRO Adviser is pre-approved by the relevant compliance departments.

Compliance System

Our purpose-built compliance system means a more streamlined process of website approval and reapproval, for everyone involved.

Compliance Approval

Because WEBPRO Adviser communicate directly with compliance departments, when it's time to go live, we'll know about it!

Content Management System

Want to make small changes to your own website? WEBPRO Adviser's CMS can make that happen.

Here to Help

If you'd rather leave the management of your IFA website to us, our Support Team are always at the other end of the phone.

Financial Calculators

WEBPRO Adviser offers a range of financial calculators which are included in our website packages at no extra cost.

Increased Productivity

With WEBPRO Adviser taking care of all of these things for you, you will have more time to focus on your financial business.