Skip to main content

A practical content-governance model for small advice firms

Small teams need visible decisions and proportionate review, not an enterprise approval maze copied into a spreadsheet.

Tactile editorial workflow moving sourced content through review into an approved archive

Governance becomes useful when everyone can see who owns the next decision, what evidence supports the content and which final version was approved. It should reduce ambiguity without treating every item as equally complex.

Name four responsibilities

  • Campaign owner: protects audience and commercial purpose.
  • Author: prepares the draft and sources.
  • Reviewer: checks clarity, accuracy and proportionate risks.
  • Approver: records the final human decision for the formatted asset.

Match attention to the content

Review level and legal classification are different questions. A low-risk operational update may need a standard editorial check; a technical or promotional communication may require enhanced or specialist attention under the firm's own policy.

  • Record intended audience and channel.
  • Keep dated sources with the brief.
  • Check accuracy, balance and consumer understanding.
  • Name reviewer and approver.
  • Save the final version, decision and next-review date.

Review the system quarterly

Look for repeated returns, unclear ownership, expired sources and channels that create disproportionate work. Improve the workflow rather than simply asking people to move faster.

Review adviser marketing without slowing production Read the review and control boundaries

Put the framework to work

Build your free Content Blueprint.

Use your firm's public website to create a strategy-led 90-day plan before supplying an email address.

Build your free Content Blueprint

Continue reading

More practical guidance for advice firms.