The 2024 Book Writing Programme for Financial Advice Professionals

Begins 7th May 2024 | 10am | Zoom


Are You Ready To Write Your First Book?

Every other year we run a course for IFAs on how to write and publish your own book, and 2024 sees this year's new programme. And we're pretty excited about it because dozens of financial advisers have already joined the waitlist.

There are three core reasons for financial advisers like you to write a book...

Establish Authority

Writing a book solidifies your status as an expert in your field. It serves as a tangible demonstration of your depth of knowledge, experience and credibility, which can significantly enhance your professional reputation.

Attracting New Clients

A book acts as a powerful marketing tool. It provides a unique point of differentiation from other advisers and can attract clients who are seeking authoritative guidance, especially in specialised fields such as retirement planning.

New Revenue Streams

Beyond book sales, authoring a book opens up various avenues for additional income. These can include speaking engagements, workshops and consulting opportunities, where you leverage the book's content to provide value and earn income.

Literally, life changing...

Writing and publishing your own book can be a profoundly transformative experience, and the day your proof copies arrive you'll feel proud, fulfilled, excited and immensely satisfied. We're already looking forward to seeing your unboxing videos...!

  • Enhances Credibility: Builds trust and credibility among prospects, clients and professional connections.
  • Differentiates You and Expands Your Influence: Sets you apart from other advisers.
  • Revolutionises Your Approach to Client Engagement: Deepens relationships with clients through shared insights.
  • Educational Platform: Educates clients and prospects on a range of financial topics.
  • Legacy Building: Leaves a lasting professional legacy.
  • Networking Opportunities: Opens up new channels through signings, speaking engagements and industry events.
  • Media Exposure: Increases opportunities for media appearances as an expert commentator.
  • Content Source: Acts as a source for other content creation, like blogs, seminars and online courses.
  • Referrals and Introductions: A valuable tool for referrals when shared among clients and professional connections.
Write your own book with the Financial Adviser Authorship Programme
Mike LeGassick - Author of Mind Over Markets

Meet Mike and Noel


"I cannot recommend Philip Calvert's book writing course highly enough. I have now written 3 books and it is without doubt the best business card you give."

— Mike LeGassick, Financial Planner and Behavioural Investment Coach

Here's what you'll learn

Content Development

Learn how to identify engaging topics and organise content that resonates with your audience.

Writing Skills

Learn step by step how to structure, write and edit a professional book. Simply follow the proven process.

In short, we'll help you to get it done!

Publishing Options

Understand the differences between self-publishing and traditional publishing routes and choose what's right for you.

Marketing Strategies

Gain insights into promoting your book. Learn how to maximise reach and impact to develop your personal and professional brand.

Networking through Authorship

Discover how to leverage authorship to forge new professional relationships and enhance existing ones.

Monetisation Techniques

Explore multiple ways to monetise your book beyond direct sales, including events, courses and consulting.

Time to get started...

Almost twenty years ago to the day I was presented with a copy of my first published book Successful Seminar Selling by the iconic doorman at Raffles Hotel Singapore.

I had been asked to speak at a global conference there as a direct result of this book being published, and the much younger me you can see here couldn't have been more excited.

In short, books open doors. Locally, nationally and internationally.

I've since written and published fifteen further books, each of which has also opened doors. One particular book sells at least one copy almost every day of the year.

For many first time authors, the very thought of writing a book can feel daunting, but with a proven process to follow you'll quickly surprise yourself at what you can achieve. And the first time someone asks you to sign a copy of your book is quite the moment!

Everyone has their own reason for writing a book, whether it's creating a legacy, generating leads, establishing authority and credibility, building a new income stream or creating a valuable gift for clients and friends, it is one of the most worthwhile things you will ever do.

Join me on YOUR book writing journey today!

Answers for your Questions

What will I learn in this book writing course?

The course covers everything from the basics of structuring and writing your book to publishing and marketing it effectively. You'll learn different ways to write your book and then follow one that works for you in order to get it done.

Who is this course designed for?

It’s ideal for financial advisers and industry professionals looking to establish their expertise and expand their influence through authorship. Every adviser is different so will have different reasons for starting this project.

How long is the course, and what is the format?

The course runs for six months, with six online sessions lasting 60 to 90 minutes each. Yes, there will occasionally be some homework between the sessions 😉

By the end of six months some attendees will have their published book in their hands, whilst others will be well on their way. Some won't be there yet and will be going at their own pace. It's vital to remember that it's not a race!

Are there any additional resources provided during the course?

Yes, participants will receive handouts and checklists to assist with writing, publishing and marketing their book - along with video and audio recordings of each training session, summaries and transcripts.

All resources will be kept in the Classroom area of our new community LifeTalk Plus - membership of which will be included as part of the course 👍.

Do I need to have a book idea before I start the course?

Definitely not! Most people join the course with completely open minds as to what they will write about. While having a book idea is useful, the course will guide you through the process of deciding and refining your topic and structuring your content effectively.  

What type of book will I be writing - fiction or non-fiction?

The majority of people attending typically will be writing a non-fiction book. It's not essential, but the content of the course is most relevant to this genre. But if horror fantasy fiction is your thing, let's go for it! 🏰🐉🗡️

What if I have no experience in writing?

The course is designed to help beginners, through to advisers who may have previously written a blog, article or even a dissertation. Whatever your experience, you’ll learn writing techniques that simplify the process and enhance your writing skills.

How can this course help me grow my business as a financial adviser?

Authoring a book can significantly enhance your credibility and authority, helping to attract new clients and opportunities. Just imagine the difference it will make having a picture of your book on your website, LinkedIn profile and other online platforms and in local press.

And as part of the course, we'll show you a multitude of different ways to get your book working hard for you.

What are the official dates?

  • 7th May - programme begins
  • 11th June
  • 9th July
  • No session in August - rest and write!
  • 10th September
  • 8th October
  • 5th November - final session 🥳


Individual one-to-one sessions will be arranged separately with each participant.

Will I get help with publishing my book?

Yes, absolutely. The course will detail the different publishing options and book formats available and help you to decide which is right for you. Each attendee will get help in going from a blank page to a published book.

Is there an opportunity for one-to-one coaching?

From experience, different attendees proceed at different paces, so one-to-one support is important and available to everyone.

There are also options for more regular one-to-one support when registering. Otherwise personal help and support is always available by email.

Got another question?

Contact us at philip@philipcalvert.com or by Facebook Direct Message. Or through LinkedIn or by WhatsApp to 07773 359619.

Your investment

We know everyone is starting their writing journey from different places, so we have plans to suit your personal needs. Our goal is your goal - to see your work in print. Here's how we'll make it happen:

Option 1

Join us for the full six month book writing programme. Access all the session recordings and resources within LifeTalk Plus (membership also included) and request your personal one-to-one session at any time.

  • Six monthly training sessions
  • Session video and audio recordings, summaries, transcripts and session resources
  • Dedicated discussion area in LifeTalk Plus (membership included)
  • One one-to-one session
  • Ongoing support by email or WhatsApp

£29 per month for six months - or £145 (one month free)

Join now: £29pm

Option 3 [Premium Support]

Join us for the full six month book writing programme. Access all the session recordings and resources within LifeTalk Plus (membership also included) and benefit from six personal one-to-one sessions over the course.

  • Six monthly training sessions
  • Session video and audio recordings, summaries, transcripts and session resources
  • Dedicated discussion area in LifeTalk Plus (membership included)
  • Six monthly one-to-one sessions
  • Additional support by email or WhatsApp

£147 per month for six months - or £735 (one month free)

Option 2 [Most popular]

Join us for the full six month book writing programme. Access all the session recordings and resources within LifeTalk Plus (membership also included) and access three personal one-to-one sessions at any time.

  • Six monthly training sessions
  • Session video and audio recordings, summaries, transcripts and session resources
  • Dedicated discussion area in LifeTalk Plus (membership included)
  • Three one-to-one sessions
  • Ongoing support by email or WhatsApp

£47 per month for six months - or £235 (one month free)

FREE BONUS PROGRAMME FOR ALL ATTENDEES (Value £695)

Message from Philip Calvert:

"As a thank you for joining, I'm giving you access to a FREE bonus training which is highly complementary to your book writing programme.


As you know there are huge numbers of people (millions) who might not normally work with a financial planner for a number of different reasons.


However it has been proven that a great many people would still value the skills and expertise that a financial planner can provide, if it was accessible and available in an affordable and convenient form. That's where your book comes in...


But writing a book is just one way to reach the masses (or a target market).


Having your own online course is another way.

We know that online courses are increasingly appealing in the UK and are a great way to educate a broader range of consumers on a range of financial issues such as financial foundations, building wealth, retirement planning and so on.


Courses are also potentially highly profitable to financial advisers and can even open up an entirely new income stream through a separate proposition. One IFA in the LifeTalk Facebook group has his own online course which brings in £15,000 to £20,000 per month. That's in addition to his day to day financial planning work.


You could even create a course related to the content of your book.


Join the Financial Adviser Book Writing Programme today and you'll automatically qualify for the bonus training which will show you step by step how to create your own profitable online course."

Notes on all options:

  • No tie in period - cancel/leave the programme at any time. No refund given for monthly payments, but a proportional refund will be made for single payments for unused months less £10 administration fee.
  • All course materials provided are copyright Philip Calvert and may only be used by course participants. Course materials may be shared with a personal assistant/PA for administration/support purposes.
  • Data Privacy: Course participants' personal data will be kept in compliance with relevant data protection laws and will not be shared elsewhere.
  • Course participants are encouraged to interact, engage and support one another and may even collaborate, but all participants must be fully respectful of the intellectual property rights of others and not share ideas or content outside the group.
  • We reserve the right to make necessary changes to the course schedule, content or instructors. Participants will be notified of any such changes.
  • Limitation of Service: In the event of an author deciding to follow a traditional publishing route (as opposed to a self-publishing route), full information on how to approach publishers will be provided as part of the course along with submission best practice. Naturally we cannot guarantee that publishers will accept and publish any such works.
  • Technology Requirements:
    a) Monthly training sessions and one-to-one consults will be held over Zoom.
    b) Course recordings and resources will be stored in the Classroom area of LifeTalk Plus (membership is provided at outset). Available on web, Android or iOS.
    c) In the event of an author self-publishing to Amazon, participants will be required to use their personal/current Amazon account. Do not create a separate or new Amazon account for this programme. Full guidance will be provided as part of the programme together with information on all publishing options and alternatives to Amazon.
  • Additional Costs: Towards the end of the programme, participants may wish to consider proofreading, editing services and/or book cover design. Note that these are not essential or required as part of the course as we will provide options and alternatives where necessary.
  • All queries regarding these notes should be sent to philip@philipcalvert.com

Are you ready to be a published author?

Unlock the power of your knowledge by writing your own book — you should sign up now and let's begin your authoring journey...