LINKEDIN TRAINING and MARKETING SERVICES FOR FINANCIAL ADVISERS

"LinkedIn is a powerhouse of opportunity for financial advisers - you just have to know its hidden secrets!"

I joined LinkedIn over 20 years ago, just as it was emerging as a powerful platform for professionals to connect, share ideas and grow their businesses.

I've written three books on how to use LinkedIn effectively and I have presented on how to leverage the platform at many events, masterclasses and conferences worldwide.

Since joining, I've helped countless financial advisers and other professionals transform their LinkedIn presence, making it a cornerstone of their brand and lead generation strategy. If you want to enhance your credibility, showcase your services and attract more of your ideal clients, you’re in the right place.

Help for all LinkedIn members

We know that every professional is at a different stage in their LinkedIn journey. Whether you’re a seasoned thought leader looking to expand your influence or just starting to explore LinkedIn’s potential, there’s a plan tailored for you.

From optimising your profile to crafting content that converts, every plan is backed by years of experience helping financial advisers and professionals showcase their brand, build credibility and attract their ideal clients. Whether you’re looking for quick wins or a long-term strategy, we’ve got you covered.

Here's how I help...

LinkedIn Lead Generation for IFAs, Financial Advisers and Financial Planners

Profile Optimisation and Brand Positioning

Maximise your LinkedIn profile’s impact by clearly communicating your unique value proposition. I help you:

  • Craft compelling headlines and engaging summaries that click with your ideal audience.
  • Optimise your profile to build credibility and authority in your industry.
  • Position yourself as an expert or thought leader, setting you apart from your competitors.
  • Leverage recommendations and endorsements to build trust and social proof.

Content and Networking Strategy

Create a powerful LinkedIn presence by strategically combining content and networking. I work with you to:

  • Develop content strategies that engage, educate and inspire your target audience.
  • Craft posts that showcase your expertise while addressing your audience’s challenges.
  • Implement networking strategies to expand your influence and connect with key decision-makers.
  • Use LinkedIn's advanced and hidden features for maximum reach and engagement.

Lead Generation and Growth Tactics

Turn your LinkedIn presence into a powerful lead generation machine. I help you:

  • Attract and engage ideal clients using targeted LinkedIn marketing strategies.
  • Convert connections into conversations, generating high-quality leads.
  • Implement messaging strategies that encourage meaningful interactions.
  • Leverage LinkedIn Analytics to measure and optimise your growth efforts.
  • Discover little-known and proven techniques to attract and convert your ideal clients

Training and Speaking Engagements

Empower yourself and your team with the skills and strategies to thrive on LinkedIn. I offer:

  • 60-Minute Online Consultations – Targeted advice for quick wins and strategic insights.
  • 3 to 6-Month Monthly Consultations – Ongoing support to maintain momentum and growth.
  • In-House Team Training – Custom sessions to equip your team with LinkedIn best practices.
  • Deep Dive Masterclasses (1 to 2 Days) – Intensive workshops to transform your LinkedIn strategy.
  • Conference Keynotes and Breakouts – Engaging presentations tailored for professional audiences.
  • Special Sessions for Schools and Universities – Inspiring the next generation to use LinkedIn effectively.

"PHILIP, YOU WERE A STAR. BRILLIANT CONTENT, ENGAGING STYLE, LOTS OF HUMOUR! A GREAT WAY TO FINISH THE DAY."

Phil Jesson, Academy for Chief Executives

"IN TERMS OF OVERALL RATING FOR YOUR PRESENTATION, 100% OF DELEGATES SAID IT MET OR EXCEEDED THEIR EXPECTATIONS."

Institute of Financial Planning

LinkedIn Profile Photo Frames for Financial Advisers

LIMITED OPPORTUNITY

LinkedIn Profile Photo Frames

Have you seen those LinkedIn profile badges that say 'HIRING' or 'OPEN TO WORK' on them?

Yes! Well now you can stand out on LinkedIn and have one with FINANCIAL PLANNER, FINANCIAL ADVISER, LIFE PLANNER, WEALTH MANAGER or something of your choice on it.

£35 Only £19.97 for a limited period for three different versions/colours using your exact brand colours.  Order now and we will contact you to arrange your LinkedIn Profile Photo Frame.

Got a question before you order? Email philip@philipcalvert.com

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"EXCELLENT SPEAKER, VERY ENGAGING AND PASSIONATE ABOUT THE SUBJECT."

Elizabeth Matharu, Canon UK

"INFORMATIVE AND THOUGHT PROVOKING. PHIL'S UNDERSTANDING OF SOCIAL MEDIA IS EXTENSIVE."

Lisette Gibson, Unilever