The Financial Adviser Lead Generation System™

What if the financial advisers who are most successful at marketing aren’t doing more than you - just doing a few things better, slightly differently and in a different order?

After 47 years of working with thousands of financial advisers, I’ve seen what truly works to generate high-quality leads. Not guesswork. Not hacks. A system. This book distils it - drawn from the habits and strategies of advisers who consistently attract ideal clients.

This isn’t another “give it a go” idea. It’s a repeatable system that meets you where you are.

Whether you’re just starting out, building momentum or ready to grow further, this practical guide shows you how to build visibility, trust and traction - step by step. No fluff, just strategies that actually work.

If you’ve ever wondered how other advisers make it look easy - this book reveals their secrets.

The Financial Adviser Lead Generation System™ has already changed how advisers think about marketing. Now it’s your turn.

Option 1

"Own the book today"

The full paperback book of The Financial Adviser Lead Generation System™, available via Amazon (254 pages).

A practical, proven framework to help advisers at every stage consistently attract their ideal clients.

Includes the CONNECT System™ - a proven, step-by-step framework that will help you generate leads more effectively, with less stress and more confidence.
Real-world examples from financial advisers of lead generation best practice.
Prompts, strategies and tools used by successful financial advisers.
Access to a dedicated AI tool to help advisers fine tune the system to their specific needs.
Ideal for those who want to explore the system independently.

Buy Now for £14.03

Option 2

"The Enhanced Toolkit"

The System, + 3 Powerful Tools + Private Community:

Full length PDF Copy of The Financial Adviser Lead Generation System™ - The Proven Step-by-Step CONNECT System Trusted by Successful Advisers to Build a Consistent Flow of Ideal Clients (254 pages).
The Financial Adviser LinkedIn Visibility & Client Attraction System™ (Value £27) - The proven methodology to attract new clients and contacts on LinkedIn (182 pages).
The Referral Trigger Swipe File - Done-for-you scripts, language, prompts and tools to get more referrals and introductions naturally - used by top-performing advisers. (Value £27).
The Financial Adviser Guide to Working in Niche Markets - How to identify, serve, and grow a powerful niche - one of the most consistent drivers of lead generation success. (Value £27).
Membership of the Adviser Growth Community - a high value private community of forward-thinking advisers sharing insights, resources and support. (Value £192)

Total value included: £287
Buy Now for just £27

Option 3

"Premium Growth Package"

Everything in Option 2:

Full length PDF Copy of The Financial Adviser Lead Generation System™
The Financial Adviser LinkedIn Visibility & Client Attraction System™
The Referral Trigger Swipe File
The Financial Adviser Guide to Working in Niche Markets
Membership of the Adviser Growth Community
Plus: One-to-one Marketing Strategy Consultation with Philip Calvert - a private 60-90 minute Zoom session to map your marketing, identify blind spots and tailor the system to your business.

Buy Now for £257

ARE YOU LOOKING FOR A FEW MORE OF YOUR IDEAL CLIENTS?

Option 1

Option 2

Option 3

ARE YOU LOOKING FOR A FEW MORE
OF YOUR IDEAL CLIENTS?