"The single most exciting new approach to attracting
high quality clients in decades..."
Now, any Financial Planner, IFA, Wealth Manager or Financial Adviser can Generate Higher Quality, Higher Converting Leads - Without Paying for Advertising or Listings
Lead generation for financial advisers used to be simple. But today many of the "old-faithful” approaches of networking, listings, seminars, social media & automatic referrals either don’t work or are running out of steam.
But now there's a new era in lead generation, with new data-driven approaches that are more powerful than ever, making it possible to generate more and better quality leads - without paying for listings or advertising.
And, it pre-fills a fact-find...
"After forty years studying how financial advisers attract new clients, this is the most exciting new technique I have ever seen if you want quality enquiries - and I have no doubt that Scorecards will replace many of the traditional ways that financial advisers attract leads..."
Does this new approach work for your financial advice business?
Custom branded tool for your website
Instant personalised value for your site visitors
High quality data rich leads for financial advisers
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.
Thousands IFAs and financial planners have joined our private mastermind group on Facebook, where they network, share best practice, get answers to their business questions and provide help and support to one another...
And many more, including thousands of individual IFAs & financial planners
Personal Finance Society
Schroders Personal Wealth
Institute of Financial Planning
Council of Mortgage Lenders
More 2 Life
WHAT PEOPLE SAY
"In terms of the overall rating for your content & presentation, 100% of delegates said it met or exceeded their expectations."
Institute of Financial Planning
"Nobody I have heard comes close to Phil's practical knowledge of
using the internet to get one's message out there."
David Crozier, Certified Financial Planner
"Philip, I just wanted to thank you personally for the training for Schroders Personal Wealth...
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
"Really good social media experts who truly add value are almost as rare as unicorns, but not quite. You can find genuinely good ones such as Phil Calvert who has been running social media and marketing consulting for IFAs since the earliest days of social media..."
Ian McKenna - the Financial Technology Research Centre
Want to ask about Lead Generation, LinkedIn or Marketing Training for you or your Financial Advice Team?
Online and in person training & conference speaking
I understand that my information will be kept secure and not shared