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
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 👇
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
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.
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!
As featured in the Forbes featured book AI for Financial Advice Professionals
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:
👉 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
Marketing Edge - THE Marketing Newsletter for Financial Advisers
Copyright © 2025 Philip Calvert All Rights Reserved. Privacy