Every day of the year we ask financial advisers what their top business challenges are...
"Lead Generation" is by far the most common response.
That's why we've launched the Adviser Marketing Club - an online monthly mastermind group throughout 2024 with the sole focus on helping IFAs, financial planners and advisers to find and attract more of their ideal clients in less time, with less hassle and with greater confidence.
"Mastermind groups are proven to be an incredibly powerful and creative resource. When you surround yourself with peers, each with their own knowledge, experience and value to share, your results can be transformed beyond your imagination."
— Philip Calvert, LifeTalk founder
What is the Adviser Marketing Club?
It's about getting real clarity on your lead generation, and saving you time and money by sharing best practice with your peers .
Every month club during 2024 members meet on Zoom for a sixty (sometimes ninety) minute dive into a key aspect of marketing and lead generation for financial advisers. Members also receive a weekly newsletter sharing tips, strategies and best practice around attracting more of your ideal clients. And that's just the start...
Who is the Adviser Marketing Club for?
If you're an IFA, adviser, financial planner or later life financial adviser who wants to get better at attracting new and better quality leads, this is for you.
Whether you're employed by an advice firm or own your own business, there is valuable content for everyone. Administration and support teams are welcome too.
What resources are provided?
In addition to some of the best lead generation training in the industry for financial advisers, there is everything from tools and templates, through to checklists, guides, eBooks, scripts, assessments, marketing planners and 'ask the expert' sessions. There's also a valuable members' workbook, a dedicated AI assistant and regular marketing exercises.
How much do I have to participate?
It's totally up to you. You can turn up to each session and just watch and listen, but we think you'll get more out of the sessions and have more fun if you ask questions, share your own thoughts and engage with other members. In all meetings and in the private group, members can share their own challenges and experiences of the topic being discussed and brainstorm solutions.
What are the membership options?
You'll start by choosing your membership level. You can begin with a three month trial or go straight to Gold or Premier - it all depends on the benefits you want included. You can cancel your membership at any time. Take a look at your options below.
What marketing and lead generation strategies are covered?
Over forty-five years we have studied closely how the most successful financial advisers attract new clients, so we're covering all of these - including referral marketing, working with professional introducers, seminars and educational events, webinar marketing, networking, content and thought-leadership marketing, website design, search engine positioning, LinkedIn and relevant social media, quizzes and scorecards, podcasting, Google advertising, AI and much more - as well as many traditional 'old school' techniques that have been modernised for today's marketplace.
What if I can't make a session?
Don't worry, Adviser Marketing Club members will get recordings and transcripts of each meeting so you can stay on track. The weekly newsletter will also continue with additional best practice, tips and lead generation ideas - plus you can ask questions in between meetings in your own private Facebook group.
When can I get started?
Right away! Choose your level of membership and get ready for the first meeting in January 2024.
When you join as a Founder Member before 5pm on 15th December 2023, your investment is heavily discounted.
Make a note of the key dates for your diary further down the page...
Your core opportunity is in three parts: a weekly marketing and lead generation newsletter,
a monthly training webinar and unrivalled masterminding with a community of your peers...
Plus a wealth of valuable lead generation bonuses! Take a look below...
IMPORTANT
Join as Founder Member by 15th December 2023 and get exclusive discounts on your Adviser Marketing Club membership
There is no ongoing commitment and you can cancel at any time.
Monthly Zoom meetings in 2024:
All of these dates will be confirmed when you join us.
We know every IFA, financial planner or adviser is starting their client acquisition journey from different places. Whether you’re just getting started as an adviser or looking to save time and improve your marketing effectiveness, there’s a monthly plan for you.
Each plan offers startling value, with an option to pay monthly or in advance with a discount. Take advantage of Founder Member discounts by 15th December 2023.
"When you join LifeTalk's Adviser Marketing Club, you'll have access to clear, actionable strategies, each proven by successful financial advisers - saving you time, effort and hassle in your lead generation activities. Plus, you'll gain far greater confidence in your marketing through the experience of masterminding in a private group with your peers, guaranteeing practical, real-world and 'fluff-free' insights tailored to the unique challenges you face in the financial planning profession."
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The Trial level is a great choice for those exploring the club offering or mindful of budgets.
Valued at £999, your membership includes a rich array of resources - insightful newsletters, exclusive mastermind group meetings for peer networking, personalised marketing assessments, and cutting-edge tools like AI prompts and a comprehensive lead generation eBook.
Plus, with access to meeting recordings and transcripts, you'll never miss a key insight. It's a valuable opportunity to enhance your marketing and lead generation strategies while connecting with like-minded professionals in a supportive mastermind environment.
Your Gold level is valued at £5,025, and is a comprehensive package for financial advisers aiming for a quality and time saving approach to lead generation.
It includes a year-long subscription to insightful newsletters, twelve Zoom mastermind meetings and a suite of resources. Benefit also from exclusive tools such as a personalised marketing assessment and a vast collection of templates and checklists.
The Gold level is an investment in your professional growth, offering the tools and community support to elevate your marketing and lead generation activities.
Your Premier level, valued at £9,472, is the ultimate package for financial advisers aiming to maximise their marketing effectiveness while saving significant time.
As a Premier member, you'll receive a full year of our insightful marketing newsletters and access to exclusive mastermind meetings, building deep connections with peers and industry professionals.
This membership is more than just a collection of tools; it's a time-saving, comprehensive solution for financial advisers dedicated to achieving excellence in their marketing and lead generation strategies.
- Institute of Financial Planning
"Phil, I hope you never lose sight of the fact of just how valuable you are to IFAs. Your knowledge, experience and delivery are first class. You are one of the most highly respected influencers in our profession - please keep on keeping on."
- Mike LeGassick, Financial Planner & Behavioural Investment Coach
"Thanks for yet more gems of wisdom. I was seriously impressed with the value and volume of content."
- David Forsdyke DipMAP - Knight Frank Finance
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