join the financial adviser marketing bootcamp!

power up your marketing...

21 day challenge!

Choose from FIVE financial Adviser Marketing Challenges!

Trusted by Standard Life, Schroders Personal Wealth, St James's Place, Chase de Vere, Quilter,
Santander, Intrinsic, Scottish Widows, Personal Finance Society, Institute of Financial Planning

Plus Canon, Maserati, Pfizer, AstraZeneca, University of Oxford, University of Cambridge, Fiat,
Academy for Chief Executives and many more.

JOIN THe FINANCIAL ADVISER MARKETING BOOTCAMP

POWER UP YOUR MARKETING

in just 21 days!

Choose From FIVE Financial Adviser Marketing Challenges...

JOIN US FOR 5 RESULTS-FOCUSED TRAINING SESSIONS TO GUARANTEE YOU ACHIEVE A KEY MARKETING CHALLENGE

When you succeed and accomplish your 21 day challenge, you will have mastered and can implement a key marketing and lead generation strategy for your financial advice business.  Guaranteed.

Here's Exactly What You Get When you join the financial adviser marketing bootcamp
& challenge
...

 A CHOICE OF marketing CHALLENGES -
EACH WITH FIVE TRAINING SESSIONS OVER
TWENTY-ONE DAYS

Step One:  Choose One Challenge From The Five Below...

#1  Increase your LinkedIn Profile Views by 100% in 21 Days

(£1490 VALUE)

LinkedIn is a powerhouse of opportunity for financial advisers - when you know how!  The Bootcamp training will show you how to master LinkedIn in 21 days and have more of your ideal clients coming direct to your profile (and no recruiters...).

Over that time you will increase your profile views by a massive 100%...

#2  Plan your First Client Communication Webinar

(£1490 VALUE)

Webinars and online client events are proven to be one of the single most effective lead generation and client value tactics.  The Bootcamp training will give you total clarity and a blueprint for how to plan, design, promote and launch your first webinar in 21 days...

#3  Create a Marketing Plan for your Financial Advice Business

(£1490 VALUE)

Still not written down your marketing plan?!  

Over 21 days your Bootcamp training will focus your mind on your business and marketing goals, and help you to produce a powerful lead generation strategy that you commit to in your financial planning business.

You'll get your marketing plan done... finally.

#4  Create your First Digital Product to Sell or Give Away

(£1490 VALUE)

Whether it's an eGuide, eBook, white paper, special report, online training, video course, chargeable newsletter, paid community or a digital scorecard - online products are a proven way to create a valuable new income stream for any financial advice business - and to add value to existing clients.  

The Bootcamp training will get your digital product ready for launch in just 21 days...

If you have ever thought about writing your own book but have not known how to get started, this is the challenge for you...

#5  Start Writing Your First Book!

(£1490 VALUE)

Yes you can write your own book!  We successfully mentored several IFAs through the process of writing a book in 2020.  Over 21 days, your Bootcamp training will get your book project started, including how to find a topic, how to organise your thoughts, how to keep going and get it finished - and then published...

WHICHEVER CHALLENGE YOU CHOOSE, YOU'LL GET FIVE premium QUALITY TRAINING SESSIONS OVER ZOOM to guarantee your results

step two...  MAKE A NOTE NOW OF YOUR
PERSONAL TRAINING DATES

Combined opening session for all is at 10 am on 24th February
LINKEDIN CHALLENGE
24th February at 10 am
1st March at 10 am
8th March at 10 am
15th March at 10 am
24th March at 10 am

75 mins
 WEBINAR CHALLENGE
24th February at 10 am
3rd March at 2.30 pm
10th March at 2.30 pm
17th March at 2.30 pm
24th March at 10 am

75 mins
 MARKETING PLAN CHALLENGE
24th February at 10 am
4th March at 2.30 pm
11th March at 2.30 pm
18th March at 2.30 pm
24th March at 10 am

75 mins
DIGITAL PRODUCT CHALLENGE
24th February at 10 am
5th March at 2.30 pm
12th March at 2.30 pm
19th March at 2.30 pm
24th March at 10 am

75 mins
 BOOK WRITING CHALLENGE
24th February at 10 am
2nd March at 2.30 pm
9th March at 2.30 pm
16th March at 2.30 pm
24th March at 10 am

75 mins

Several Financial Advisers Are Taking All Five!  But Which One Challenge Interests You Most?

DON'T MISS OUT! Enrolment closes in...

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"I'm Mike - I'm really excited about this new results-focused approach to training and you should join me now!"

Mike, a Financial Planner in the Midlands told us that he wants to attract a few more of his dream clients.  But he confessed to having a problem...
Like most IFAs, planners and advisers, Mike agreed that his marketing and lead generation was often 'hit and miss'.

He gets a few referrals, occasional leads from Unbiased or through VouchedFor, and in normal times he has hosted a few seminars and workshops.

But like most financial advisers, he admits that he lacks a real marketing strategy to move forward - and whilst he would like to explore using LinkedIn, webinars and creating digital content of his own, he's not sure how to get started.

That's why he's signed up for the Marketing Bootcamp & Challenge - because he wants to commit to doing something that will help make a difference to his business and his clients.  

And he wants to see a tangible result...

step three...  SELECT YOUR CHALLENGE
AND join us now

THE MARKETING BOOTCAMP BEGINS ON 24TH FEBRUARY AT 10 AM SHARP.

This is the important first step which will kick-start your training, set out expectations and give you the confidence to hit the ground running in each of the challenges. 

The training on the Marketing Bootcamp is results-focused and designed to help you achieve a key marketing and lead generation goal that will add huge value to your business, your proposition and to your clients.

Over the 21 days of the Bootcamp, you'll make new friends, get help and support and be able to bounce ideas off one another.  But most importantly you'll achieve something of real value

Our goal is your success!

YOUR NORMAL INVESTMENT: £1,490

Only £97 For Immediate Bookings

ACT FAST - LIMITED SLOTS AVAILABLE!

join financial adviser marketing strategist philip calvert WHO WILL MENTOR YOU OVER twenty-one days with proven online training designed to help you achieve a specific marketing goal.

When you join the Marketing Bootcamp & Challenge, you'll instantly be taking your marketing and lead generation a giant step forward.

How?  Because unlike many marketing trainings, there's no theoretical fluff.  The Marketing Bootcamp & Challenge is designed to help you to TAKE ACTION AND ACHIEVE A GOAL.

Choose from one of FIVE challenges, join your dedicated training sessions and after 21 days you will have achieved your goal.

Philip Calvert has presented to one million people live worldwide and has helped tens of thousands of financial advisers with marketing & lead generation ideas for over forty years

Jeremy Cassell

"I have seen hundreds of virtual presentations - believe me guys Phil is exceptional. This goes straight into the top three virtual presentations I have ever seen. Quite brilliant.

Why? It was aimed at us (the audience), very funny, practical, full of stories, piqued my curiosity, inspirational, content rich and all actionable." 

Everyone taking part is being entered into a prIze draw to win signed
paperback copies all four of these books

Which Challenge Will You Take On?

Which Challenge Will You Take On?

  • Increase your LinkedIn Profile Views by 100% in 21 Days
  • Plan your First Client Communication Webinar
  • Create a Marketing Plan for your Financial Advice Business
  • Create your First Digital Product to Sell or Give Away
  • Start Writing your First Book

NOTE:  If like some Financial Advisers you want to take several challenges, you can do this on the booking form on the next page...

Begins 10 am on 24th February...

* Please note that for the benefit of everyone attending, the training will begin ON TIME.  We're sure you will understand the importance of this *

act now and you'll get the training
AND THESE exclusive bonuses

  • Power Up Your Marketing Bootcamp 2021: 21-Day LIVE Challenge Coaching for Financial Advisers (£1,490 Value)
  • Financial Adviser Marketing Plan Template: Quick-Start Strategy Guide (£157 Value)
  • ​Challenge Coaching Videos:  Recordings of Your Personal Challenge Training Sessions.  Unlimited Access to Over SIX hours of Video (£297 Value)
  • ​Challenge Coaching Audio:  Listen on the Go to Over SIX Hours of MP3 Recordings of Your Personal Challenge Training Sessions (£197 Value)
  •  BONUS #1:  Full Access to the 2020 Financial Adviser   Mastermind - Over 21 Hours of Exclusive Video Content   Featuring THIRTY Leading Experts to Financial   Planners  (£1,225 Value)
  • ​BONUS #2: PDF Copy of the Acclaimed Book "LinkedIn Lead Generation for Financial Advisers: How to Attract More of Your Ideal Clients, Customers & Connections on LinkedIn"  Includes Proven Messaging Scripts and Daily LinkedIn Planner (£12.97 Value)
  •  ​BONUS #3:  Exclusive Access to the Marketing   Bootcamp & Challenge Facebook Group.  PRIVATE   Members-Only Group for Financial Advisers Taking Part.     Ask Questions, Get Support & Share Your   Success  (Priceless value)
  • ​Book Draw:  Everyone enrolling is entered into a draw for someone to win FOUR marketing books buy Philip Calvert

Private Facebook group for participants opens on the first day of the challenge 24th Feb 2021 at 10 am & includes access to all your bonuses

TOTAL VALUE of TRAINING & BONUSES: £3,378

Join for only £97

HURRY! LIMITED SLOTS AVAILABLE!

Clients we have worked with include:


Canon
Maserati
Pfizer
University of Oxford
University of Cambridge
Novartis
Fiat
AstraZeneca
Academy for Chief Executives

Openwork
Intrinsic / Quilter
St James's Place
Schroders Personal Wealth
Chase de Vere
Guardian Wealth Management
Scottish Widows
Standard Life
Positive Solutions
Santander
MDRT (Million Dollar Round Table)

And many more, including thousands of individual IFAs & financial planners


BNY Mellon
Personal Finance Society
Schroders Personal Wealth
Institute of Financial Planning
Council of Mortgage Lenders
AXA Wealth
More 2 Life
GAM
Nucleus

"Thanks so much for the videos and content you have provided this week. They have been excellent."

—GRAHAME HOPPER, VWM WEALTH

"Thank you for an amazing session! I have learnt so much and look forward to applying it in my financial planning business."

—CASSANDRA ISON, NOBLE WEALTH MANAGEMENT

"Your presentation was just superb.  The content was amazing and I got some great tips - it really was exceptional.  The value was just incredible.

I used one of your tips and already have two calls with prospects.  People need to see your presentation, buy it and use it."

—DEREK BORTHWICK, FINANCIAL SERVICES
COMMUNICATION EXPERT

frequently asked questions

 Can I do more than one challenge?

Yes of course, though with the best will in the world you might find it time consuming.  So there is an option to purchase the additional sessions on the order form so you can go through them at your own pace.

 How long is each session?

Each training session is 75 minutes though you might want to allow for 90 minutes in case we run over due to questions.

 Do I need any special tech or kit to take part?

All you need is a mobile device that you can join a Zoom webinar, so your phone or tablet, though a laptop or desktop are best.

 Is the challenge just for IFAs?

Any financial adviser, wealth manager, financial planner or other professional adviser who is looking to make progress with their marketing and lead generation is invited to join.

 Will there be homework between sessions?

By definition taking on one of the challenges will mean every attendee will need to put in some work in order to achieve your goal, so yes there will be some simple action steps to take between sessions.

 Can you work with my team or one to one?

Yes!  Simply drop a line to philip@financialadvice.marketing and tell us your requirements.

 What if I can't make or miss one of the sessions?

Don't worry, every one of your chosen training sessions will be recorded, so you won't miss out.

 I've got a question that's not answered here

Simply send an email to philip@financialadvice.marketing and we'll help.

Copyright Philip Calvert / LifeTalk 2021.  All Rights Reserved.  philip@financialadvice.marketing | 07773 359619