FINANCIAL ADVISER MARKETING
Marketing and Lead Generation books
Lead Generation for Later Life and Equity Release financial advisers
Learn how to attract higher quality, higher converting leads with Scorecard marketing
LifeTalk - the original online community for financial advisers
LifeTalk Marketing and Lead Generation group
AI Best Practice group for financial advisers
Speaking, training and consultancy
Attract more of your ideal clients through LinkedIn - take the LinkedIn Health Check
The Financial Adviser Lives Podcast
Looking to reach more of your perfect clients in the later life lending and equity release market? This powerful new book is here to help! Packed with insights from 45 years working with financial advisers, it's your guide to making your mark using the magic of educational marketing.
We know there's a cloud of myths and misconceptions surrounding equity release, so this book helps clear the air, providing you with the tools to dispel these misunderstandings so your clients can make informed decisions. And you know what? It'll help you build trust and establish yourself as a go-to expert.
But, this book is about more than just marketing tips. It’s about turning you from an adviser into a guide and a trusted friend in your clients' financial journeys. So, get ready to revamp your approach, attract more clients and watch your business flourish in the equity release market.
A Scorecard is much like a quiz; think questionnaire, assessment, test or 'health check' - but rather than just collecting answers from prospects with no value returned, Scorecard Marketing uses the information collected in the quiz to instantly give back valuable and personalised insights to the person taking it.
It works because most people will take an online assessment where they can benchmark some aspect of their lives against a standard that has been set by an expert. Everyone loves a quiz...
This makes your scorecard an amazing lead magnet and value piece, because your lead gets incredible insights that are tailored specifically to them - before you even meet them! It’s a win-win for prospect and financial adviser alike. Click below to test drive a scorecard...
Each of our demonstration scorecards can be completely customised to your branding and business needs.
Since 2004 IFAs, financial planners and advisers have used LifeTalk to network, share best practice, exchange ideas and to provide help and support to one another. Join Philip's free Facebook group today.
"Lively, helpful, positive content and it’s a nice community to be a part of!"
"A great source of collective wisdom"
"Very useful! I've always wanted to feel part of an an IFA community, this group definitely has a great vibe and content is very relevant."
LifeTalk IFA members
In addition to our main LifeTalk group for advisers, Philip also hosts other online communities that are designed to go deeper into two vital areas - Lead Generation and Artificial Intelligence.
Marketing and lead generation best practice for financial advice professionals, where you get daily tips, tactics and proven strategies to attract more of your ideal clients.
Also expect fun, social psychology, experimental ideas, adviser successes and more.
Could you be attracting more of your IDEAL clients? Find out in the next five minutes when you take our free Financial Adviser Marketing Health Check - Click
Are you an IFA, financial planner, adviser or paraplanner looking to learn more about using AI (artificial intelligence) for marketing, communications and business processes?
Then join our unique AI Best Practice Community, where we dive into techniques and strategies for using AI to enhance and improve your lead generation and business processes as a professional financial adviser.
With the exception of Presentation Skills training , each topic is available both in person and online (Zoom). Make an enquiry below:
Phil's most popular training, presentations and consultancy includes:
- LinkedIn Unleashed - The Best Kept Secret in Lead Generation for Financial Advisers (sixty to ninety minutes)
- LinkedIn Mastery - One to one LinkedIn training (ninety minutes)
- Get More Referrals! Referrals and introductions are the lifeblood of many IFA firms, but most advisers are just scratching the surface of what's possible. Workshop available online or in person
- Successful Seminars and Workshops - How to Plan, Prepare and Present Educational Client Events (full day)
- Marketing 101 for Financial Advisers - The Complete Guide to Successful Marketing and Lead Generation (ninety minutes to five hours)
- Artificial Intelligence - An Introduction to AI for Marketing and Lead Generation for Financial Advisers (ninety minutes)
- Scorecard Marketing - How to attract Higher Quality, Higher Converting Leads with Online Scorecards, Assessments and Quizzes (sixty to ninety minutes)
- Scorecard Design - Plan and Build your own Lead Generation Scorecard (three to thirty days)
- Book Mentoring - Ongoing Support to Plan, Write and Publish your own Book (six to twelve months)
- Presentation Matters - From Staff Team Talks and Client Presentations through to Paid Conference Keynote Speeches, this is the Ultimate Presentation Skills Training for Financial Advisers (full day in person workshop)
- Want Something Bespoke? All of the above are tailored to your needs, but let us know what you are looking for and Philip will put something special together for you.
The simple fact is that LinkedIn is a powerhouse of opportunity for financial advisers. But most see very few enquiries from the platform. "I get more recruiters approaching me than prospects" is their usual comment...
There are exactly thirteen reasons why most financial advisers fail to attract quality enquiries from LinkedIn and fewer than five per cent know its inside secrets to attracting their ideal clients.
We can help.
Take Philip's acclaimed Financial Adviser LinkedIn Health Check and discover instantly what changes you need to make to attract more of your ideal clients. It's free...
Financial Adviser Lives is the marketing and business development podcast for IFAs, financial planners, wealth managers and professional financial advisers.
Featuring interviews with IFAs, financial planners and industry experts throughout the UK and further afield, we find out what makes them tick, what motivates them and how they attract and service their ideal clients.
Marketing Edge - THE Marketing Newsletter for Financial Advisers
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