Group marketing
Independent firms coming together as a collective, so a small shared budget reaches the people who need advice at the moment they need it.
Strength in numbers
Marketing a firm on its own is expensive and reaches few people. Pooling resources into one high-traffic ecosystem gives each member premium visibility and high-intent enquiries at a fraction of the cost of marketing alone.
Your budget works harder, and you are in front of people at the exact moment they need advice.
How it works
- The adviser map. You are featured on an interactive map across our consumer platforms. When someone in your postcode looks for help, you are the highlighted expert.
- AI referrals. An AI companion helps people through their situation. When it identifies that someone needs regulated advice, it refers them to the subscribed member in their area.
The platform
Group marketing runs on Helena.finance, a specialist consumer site built to reach people with a real need for advice.
Helena.finance
An AI companion for women navigating divorce, the loss of a partner, or starting something of their own. She knows the UK money side of all three, and introduces a member when regulated advice is needed.
Why join the collective
Shared gains, smaller costs
A small group investment generates far more interest and traffic than the same amount spent on your own advertising.
Postcode protection
Secure your territory, so local enquiries are routed to your firm.
Warmer introductions
The AI has already gathered the basics, so the first conversation starts from where the client is.
Enquire about joining
Complete the form and a member of our team will be in touch to discuss how group marketing can grow your practice.