Every single day, we ask financial advisers one simple question: “What’s the biggest challenge in your business right now?”
More often than not the answers include the same thing: Lead generation.
That’s why we created the Adviser Marketing Club – a monthly online mastermind designed exclusively for IFAs, financial planners and advisers who want to consistently attract better-fit clients.
From September 2025 to July 2026, you’ll get proven strategies, fresh ideas and real-world support to help you generate leads more confidently, more efficiently – and with far less stress.
If you’re tired of doing it all alone, this is where things start to change.
NEW FOR 2025/6 - Each month's meeting will include a live clinic where we provide help and advice on a specific member's lead generation questions, challenges and issues.
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 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-seven 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 September 2025.
NOTE: When you join before 5pm on 15th August 2025, 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 clinic, and unrivalled sharing of real-world marketing strategies.
Over the course of the year, the recordings and transcripts alone build into a powerful marketing library – giving you 12 hours minimum of focused insight you can revisit, study and apply at any time.
Plus a wealth of valuable lead generation bonuses! Take a look below...
eBook included with GOLD. Paperback copy included with PREMIER
Monthly Zoom meetings in 2025/6:
All meetings begin at 1.30pm unless otherwise stated. If you can't make a meeting, you will always receive video and audio recordings - plus summary and transcripts.
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 early-bird discounts by 15th August 2025.
"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 networking 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."
75% Complete
The Trial level is a great way to explore what the club has to offer without a big commitment.
You’ll gain access to three Marketing Club meetings, a three-month subscription to the Marketing Edge newsletter, and two personalised health checks to review your marketing and LinkedIn presence.
You’ll also receive a comprehensive marketing eBook and round-the-clock access to a dedicated AI support tool – giving you practical help and insight whenever you need it.
It’s a simple, low-risk way to sharpen your marketing and see what’s possible.
The Gold level is ideal for advisers who want to build real momentum with their marketing and lead generation.
You’ll receive a full year of Marketing Club meetings with recordings and transcripts, ongoing insights via the Marketing Edge newsletter, and a comprehensive set of tools – including eBooks, AI prompt packs, and ready-made templates designed to help you attract and convert ideal clients.
Plus, with complimentary access to the Adviser Growth Community, you'll stay connected to a supportive network of professionals who share your goals.
It’s a practical, focused way to raise your profile and generate results with confidence.
Your Premium level is perfect for advisers who want more personalised support and hands-on guidance to accelerate their results.
Alongside everything included in the Gold level, you’ll receive printed copies of two key marketing playbooks – ideal for quick reference and implementation.
You’ll also benefit from three private one-to-one consultations across the year, focused on refining your LinkedIn profile, sharpening your marketing strategy and identifying opportunities specific to your business.
It’s a high-impact option for advisers who are serious about growth and want expert input every step of the way.
- 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
From...
Copyright © 2025 Philip Calvert All Rights Reserved. Privacy