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
Premium Marketing & Lead Generation Books for IFAs, Financial PlannersĀ & 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."
"I just wanted to thank you personally for the training video for SPW.Ā Ā
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.Ā 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 usingĀ the internetĀ to get one's message out there."
David Crozier, Certified Financial PlannerĀ
"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."