Most IFAs, Financial Planners & Advisers Come Here When They're Looking For Proven, Solid Ideas To Attract More Of Their Ideal Clients & Connections
Philip Calvert - Financial Adviser Marketing Expert
"I used one of your tips straight after your presentation yesterday, and already have two calls arranged with prospects!"
Tom, Financial Planner - West Midlands
Premium Books for Financial Advisers by Philip Calvert
LinkedIn Lead Generation for Financial Advisers - Includes Proven Connection Scripts
"How Financial Advisers can easily use LinkedIn to attract more of your ideal clients & contacts such as professional connections and business introducers."
How to Plan, Promote & Present Successful Seminars & Client Events
"THE blueprint for Financial Advisers who want to attract profitable new leads and clients from seminars, workshops & client events."
"I bought Philip's book to get practical guidance on setting up our first seminar, and it delivered massive value. A must buy for any small business owner considering using seminars as part of their marketing strategy."
Martin Bamford, Chartered Financial Planner
Martin Bamford, Chartered Financial Planner
Marketing & Lead Generation for Financial Advisers - the Ultimate Guide
"Absolutely packed with an amazing array of proven marketing ideas for financial advisers. An incredible resource."
LinkedIn & Marketing Health Checks for IFAs, Financial Planners, Wealth Managers & Advisers
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Did you know that LinkedIn is a powerhouse of opportunity for IFAs, Financial Planners & Advisers?
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How effective is your Financial Adviser Marketing & Lead Generation strategy? Plug Your Lead Generation Leaks...
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"I just wanted to thank you personally for the training video for SPW.
It has been a real eye opener in terms of opportunity for our profile and brand, while also opening doors for searching for new clients. Really inspirational and a game changer!"
Mark Campbell, Regional Director at Schroders Personal Wealth
"Nobody I have heard comes close to Phil's practical knowledge of
using the internet to get one's message out there."
using the internet to get one's message out there."
David Crozier, Certified Financial Planner
"In terms of the overall rating for your content & presentation, 100% of delegates
said it met or exceeded their expectations."
Institute of Financial Planning
The Covid-19 pandemic has highlighted the importance of prompt, relevant and high quality client communications.
That's why many of the most successful financial advisers around the world are now using webinars and simple online client events to add value to their clients.
Learn how to easily plan and present simple webinars and online client events with our exclusive online training...
Click below to learn more...
The Financial Planner's Daily Journal
"Journal your daily thoughts with reflections on how you relate to your financial planning clients."
56 New Income Streams for Financial Advisers
"How to turn your Financial Planning expertise into Profitable Information Products."
Social Media Strategy Planner for Financial Advisers
"Build your Social Media plan from scratch. Includes a ready-made Value Based Social Media Strategy."
Client Communications & Marketing during COVID-19
Free Online Communities for Financial Advisers
Join our Free Marketing Community
for Financial Advisers
Click above to learn more
Join our Free Networking Community on Facebook for Financial Advisers
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Get your Free LinkedIn Health Check, Personalised Report & Action Plan
Get your Free Marketing Health Check
& Personalised Report
Want to ask about Lead Generation, LinkedIn or Marketing Training for you or your Financial Advice Team?
Online and in person training & conference speaking
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