ATTENTION IFAs & Professional Financial Advisers...
World Class Training For Financial Advisers
"More Than Ever Before, Successful Financial Advisers Understand The Need To Differentiate Themselves, Online, On Stage & In Person..."
WHAT'S HERE: 
  • LinkedIn Lead Generation Training - How Financial Advisers can attract more of their dream clients from LinkedIn - withoutpaying for Premium membership
  • Internet Marketing Training - How Financial Advisers can find, attract & convert many more of their website visitors into high quality clients
  • Presentation Skills Training - How to present to clients & colleagues with far greater clarity, confidence & conviction
  • Successful Adviser Seminars - How to plan, promote & present amazingly successful client seminars & events - and win more of the clients you really want
Four Acclaimed In-House Training Courses For
IFAs & Financial Advisers:
Training #1: How To Attract More Of The Clients You Really Want With LinkedIn
Would you like more quality client enquiries from LinkedIn without paying for Premium membership?

Yes!  LinkedIn is a powerhouse of opportunity for IFAs & Financial Advisers - you just need to know its hidden features, little-known tricks and proven techniques.

If you want more of the right connections & clients just by using LinkedIn, this is the workshop for you...

Bonus:  Includes proven LinkedIn connection scripts...
Training #2: How To Convert More Of Your Website Visitors Into High Quality Enquiries
Most Financial Advisers now have a website, but the majority admit to very poor returns from it and low numbers of enquiries.

That's because the way that consumers use the internet has changed, and advisers' websites haven't kept pace.  

This training reveals a wealth of simple & effective new ways that advisers can use their websites and the internet to attract more of the right type of client enquiries. 
Training #3: How To Plan, Promote & Present Successful Client Seminars
Many of the most successful Financial Advisers around the world have used seminars, workshops & client events as part of their proposition.  That's because seminars are proven time & time again to be the single most successful form of high quality lead generation.

But too many Financial Advisers steer clear of hosting seminars for fear of not getting a full house, concerns about cost & uncertainty about marketing, planning and choosing topics.

Bonus:  TWO IFAs Philip worked with regularly saw near 100% conversion rates at their client seminars...  Learn step-by-step how they achieved it.
Training #4: How To Speak & Present To Audiences With Confidence & Clarity - And Without Nerves Or Forgetting Your Lines
Even in today's digital age, being able to speak and present confidently and convincingly to audiences of clients, prospects, professional connections and colleagues matters more than ever. 

If you are a service professional like an IFA or Financial Planner, speaking, communicating and presenting is now a critical 'soft skill' to master. How you present yourself impacts clients and prospects in many ways - not least of which is the degree to which they trust you...

When you take part in this acclaimed training, you'll learn a wealth of powerful techniques to help you communicate more effectively with clients, colleagues and at networking opportunities.  


Training #5: [Webinar] How To Attract More Of The Clients You Really Want With LinkedIn
Would you like more quality client enquiries from LinkedIn without paying for Premium membership?

Yes!  LinkedIn is a powerhouse of opportunity for IFAs & Financial Advisers - you just need to know its hidden features, little-known tricks and proven techniques.

Bonus: Includes proven LinkedIn connection scripts...

4.5 hour masterclass webinar available for individual purchases or on license for larger advice firms
Each of these acclaimed workshops is available from one hour to a full day in length.  We also offer a special two-day intensive version of each.  Please make contact below with your specific requirements and we'll work hard to fit in with you.

Philip is also available as a keynote speaker at conferences and larger events, and is also an experienced conference MC.
What People Are Saying:
"An amazing day with the 'how to do presentations' expert Philip Calvert.  Will definitely change how I do them!"
- Ray Prince, CFP
"Just returning from a fabulous day of Presentation Skills training with Philip Calvert.  So many great ideas..."
- Colin Low, Chartered Financial Planner
"Excellent presentation skills training by the amazingly accomplished Philip Calvert."
- Ruth Sturkey, CFP
"Philip's LinkedIn & Social Media expertise is outstanding. Just a week after his class we closed a six digit business deal based on the techniques he taught me."
- Prof. Dr. Niels Brabandt, CEO NB Networks 
"Nobody I have heard comes close to Phil's practical knowledge of using seminars and the internet (in all its forms) to get one's message out there."
- David Crozier, CFP
"I was recently blown away when I attended a full day LinkedIn masterclass with Philip Calvert.  To be frank the word 'masterclass' does his session an injustice.

I'm already good with LinkedIn (or so I thought) and thanks to Philip I ended up doing a major rethink which lead to the commercial improvement of my business."
- John Hotowka
"Philip Calvert talking on LinkedIn - rated 98% for content and delivery when he spoke in front of one thousand IFAs!"
- Bridget Greenwood
About Philip Calvert
Philip speaking to 4,000 Financial Advisers in South Africa
Over forty years Philip has worked with IFAs, Financial Planners and Advisers in the UK, South Africa, Singapore and across Europe.  He has also worked with and trained Board members of banks in New York, Chicago, London and the Netherlands.

Philip has held senior roles (Head of Sales, Head of National Accounts, Head of Marketing) with leading product providers in the UK, and for the last sixteen years has been an independent trainer and speaker.

Philip is a Fellow of the Professional Speaking Association and presents to audiences worldwide.
He was a finalist for Professional Sales Speaker of the Year in the British Excellence in Sales & Marketing Awards 2016 and is the author of two published books on Presentation Skills.

Philip was also a pioneer of Social Media in Financial Services, and created the world's first online networking platform for financial advisers.

He is also in demand worldwide as a leading expert on how to use LinkedIn to attract high quality contacts and clients, and specialises in helping financial advisory businesses.

A Selection Of Clients Philip Has Worked With
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