From the UK's Most Experienced Marketing and Lead Generation Specialist for Financial Advisers | Forbes Featured Author | Top 100 Most Powerful in Financial Advice Globally

Philip Calvert - Marketing Expert for Financial Advisers

At-a-Glance Products, Services & Communities for IFAs, Financial Planners
and Financial Advice Professionals

The Adviser Growth Community (Premium Group) - Click

- Many of the courses, books and webinars below are available free in the Adviser Growth Community

LifeTalk (Free Facebook Group) - Click

LifeTalk Monthly Meetups Mastermind - Click

AI Best Practice Group for Advisers - Click

Adviser AI Clones - Click

Introduction to AI and AI Clones Training - Click for next session

Book Writing Course - Click

Scorecard Marketing for Financial Advisers - Click

Vulnerable Clients Scorecard - Click

Adviser Lives Podcast - Click

"Do You Need A Financial Planner?" Scorecard - Click

Referral Marketing Training - Click to enquire

Mass Market / Advice Gap Course - Click

LifeTalk Insider Newsletter - Click

LinkedIn Profile Review - Click to enquire

LinkedIn Lead Generation Training - Click to enquire

Educational Marketing for Financial Advisers (Webinar) - Click to enquire

How to Convert More of your Website Visitors (Webinar) - Click to enquire

How to Build Community Around your Brand (Webinar) - Click to enquire

The Webinar on Webinars (Webinar) - Click to enquire

AI Prompt Vault - Click

Marketing for Financial Advisers (Book) - Click

Marketing for Later Life Advisers (Book) - Click

LinkedIn for Financial Advisers (Book) - Click

Successful Seminar Selling for Financial Advisers (Book) - Click

The Adviser Chronicles (AI generated podcast) - Click

56 New Income Streams for Financial Advisers (Book) - Click

Marketing Edge Newsletter - Click

Keynote Speaking, Conference Breakouts and Group Training - Click

One to One Marketing Training and Consultancy - Click to enquire

Chat with Phil AI 👇

Lead Generation AI for IFAs, Financial Planners and Financial Advisers

Hi! I'm the Financial Adviser AI Marketing Bot! Your Marketing and Lead Generation Idea Generator. It's Free...


Philip Calvert is the UK's most experienced marketing specialist for financial advisers. He's also featured in the 100 Most Powerful People in Financial Advice for 2024.

Marketing Bot is a dedicated AI assistant for financial advisers which has been trained on thousands of pages, ideas and strategies from Philip's acclaimed marketing books, webinars, presentations and trainings for IFAs and Financial Planners.

Just ask a question - it's free to use...

AI is currently under training/maintenance. Contact philip@philipcalvert.com for a manual demonstration

Phil AI

Note: Unlike most AI tools using generic, aggregated data, Marketing Bot is trained and built on Phil's decades of personal experience with financial advisers, delivering tailored, practical advice. It is still evolving so your interaction and feedback helps it improve and become even more effective over time.

When people use Marketing Bot, we occasionally also give human feedback. Your email address is kept safe and secure and we promise not to spam you. You can unsubscribe at any time.

Meet your Adviser Marketing Bot...

Marketing Bot is your free to use 24/7 AI resource for marketing and lead generation, tailored to financial advisers, IFAs and financial planners.

Trained on Philip’s books, workshops, keynote speeches, webinars and more, it draws on over 45 years of experience working with financial advice professionals and mirrors his coaching style - think of it as an AI clone! From LinkedIn strategies to client acquisition, referrals, traditional marketing tactics and social media, Marketing Bot delivers expert, practical advice to enhance your online presence and generate high-quality leads.

Try it out and grow your financial advice business!

NEW!
Build your brand and scale your financial advice business with an AI version of YOU...

As featured in the Forbes featured book AI for Financial Advice Professionals

Financial Adviser AI

Yes, imagine an AI version of you! A specially trained AI tool that replicates your expertise, knowledge, advice processes and more. Embedded in your website, LinkedIn profile and social profiles, your AI clone can:

  • Turn website visitors into data and leads
  • Provide 24/7 support to prospects and website visitors
  • Answer FAQs and other questions from prospects
  • Serve new markets and create new income streams
  • Engage with and add value to your audience

👉 Your AI assistant will even write blogs, articles, social media posts and marketing materials in your own unique approach, style and tone.

Want to know more?

Yes, I'd like to learn more about how an AI clone could work in my financial advice business.

Join the waitlist