Research Survey


Professional referrals (accountants, solicitors, other advisers)

Review platforms such as VouchedFor or Unbiased

Q5. Where do most of your new clients currently come from? (select up to two)

Very easy — our positioning is clear and compelling

Fairly difficult — we could communicate this better

Very difficult — this is something we genuinely struggle with

One of our biggest operational challenges

Not enough time to think about or do marketing

Not knowing where to start or what would actually work

Difficulty explaining what makes us different from other advisers

Weak or absent presence on LinkedIn or other platforms

No structured way to follow up with warm leads

Concern about compliance when producing marketing content

Low conversion from enquiry to client meeting

Very often — this is a recurring problem

A major influence — it strongly affects whether prospects contact us

A meaningful influence — it plays an important role

Some influence — it helps, but is not usually decisive

Little influence — other factors matter much more

No real influence — most prospects contact us for other reasons

Asked clients for reviews or testimonials

Created content such as articles, guides, or newsletters