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 in 2021 we created the Adviser Marketing Club™ – a monthly online mastermind designed exclusively for IFAs, financial planners and advisers who want to use proven strategies to consistently attract better-fit clients.
Welcome to Series 3 of the Marketing Club, where from October 2025 to September 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... leading to better-quality leads and more confident marketing.
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.
👉 AND ALSO NEW FOR THIS YEAR - A dedicated, first-of-its-kind marketing & lead generation app for every member.
What is the Adviser Marketing Club™?
It's a place to get 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 minute dive into a key aspect of marketing and lead generation for financial advisers. Members also receive a regular 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, self-employed 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, regular marketing exercises - and for 2025/6 a dedicated, first-of-its-kind marketing app for advisers.
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 app, 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, summaries and transcripts of each meeting so you can stay on track. The newsletter and dedicated app will also continue with additional best practice, tips and lead generation ideas - plus you can ask questions in between meetings in the app.
When can I get started?
Right away! Choose your level of membership and get ready for the first meeting in early October 2025. You'll get access to the app immediately.
NOTE: When you join before 5pm on 29th September, your investment is heavily discounted.
Make a note of the key dates for your diary further down the page...
Does it qualify for CPD?
Each monthly session of The Adviser Marketing Club™ qualifies as one hour of structured CPD for financial advisers. You’ll receive evidence of attendance - such as a dated certificate or summary of learning objectives - so you can easily log this in your CPD records. All webinars are planned, outcome-focused and designed specifically to help you improve your marketing and lead generation skills.
How does the app work?
Our dedicated app is the first of its kind created solely for financial advisers who want to master marketing and lead generation. It gives you instant access to all Adviser Marketing Club™ webinars, recordings, resources and discussions, all in one place. Unlike generic learning platforms, this app is totally dedicated to financial adviser marketing, so you can learn, connect and put ideas into action wherever you are.
Our dedicated app is the first of its kind - built exclusively for financial advisers who want to master marketing and lead generation.
No distractions. No generic content. Just a single, focused platform designed around the challenges and opportunities of your profession.
With the Adviser Marketing Club™ app you’ll have:
Wherever you are – at your desk, between client meetings, or on the go – you can learn, connect, and immediately put fresh ideas into practice.
This isn’t just an app - it’s your on-demand marketing and lead generation hub, built for advisers who want to get ahead.
Your core opportunity is in three parts: a dedicated marketing and lead generation app, a monthly training webinar and clinic, and unrivalled sharing of real-world marketing strategies - all housed in your dedicated app.
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. Everything counts towards your CPD.
Unlike generic marketing training, every element here has been refined from working with successful UK financial advisers over 47 years. Take a look below...
eBook included with GOLD. Paperback copy included with PREMIER
Your monthly Zoom meetings:
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.
👉 Our dedicated marketing app for advisers will also house all of the materials.
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 big discount. Take advantage of early-bird discounts by 29th September.
"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 marketing app and 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 Financial Adviser Lead Generation System™ you'll benefit from the same marketing strategies used by the top 1% of adviser marketers.
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."
- 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
- New Leaf Distribution 2025
"Feedback from advisers simply confirms you are at the top of your game and continue to offer invaluable thought leadership in the financial planning profession."
- PIMS Richmond Events 2025
"Top guy is our Philip Calvert, a complete financial marketing encyclopaedic genius."
- Lee, Financial Planner 2025
The teaching you’ll receive in The Adviser Marketing Club™ isn’t guesswork or recycled theory. It’s based on the acclaimed Financial Adviser Lead Generation System™ – a proven, step-by-step framework I’ve refined over decades working with advisers.
This is the same system used by some of the most successful financial adviser marketers in the UK and around the world to consistently attract better-fit clients and grow their businesses with confidence.
When you join, you’re not just learning ideas – you’re plugging directly into a tested, practical methodology that works in the real world.
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