Philip has presented Marketing strategies Live to over ONE MILLION Financial Planners, IFAs, Wealth Managers and Financial Advisers Worldwide

Recognised Worldwide as a leading marketing expert and strategist to iFAs, financial planners and Advice professionals
"Your short presentation gave me the most value that I have ever had before in marketing my business."

Gavin Thomas, Financial Adviser, New Zealand

Could you be attracting more of your IDEAL
financial planning clients?

Find out when you take our Quiz...

Many high quality financial planning firms could be even more profitable, but are
making three simple mistakes in their marketing...

"After working with financial planners and advice professionals for over forty years, I've seen the good, the bad and ugly of financial adviser marketing.

The good is REALLY good - and there's a reason for that...  Financial advisers who are consistently successful at marketing do three things which work year in, year out..."

Join hundreds of financial advisers who have found out if they are missing out on attracting more of their ideal clients by taking our Marketing Mindset quiz.

Financial Adviser Marketing Quiz

Includes FREE 382 page eBook

Discover the strengths and weaknesses in your marketing when you get your personalised score and report.  Includes a free copy of Philip's acclaimed book Marketing for Financial Advice Professionals

Philip speaking to five thousand financial
planners in South Africa

From small groups to huge global conferences, Phil has been working with financial advisers for four decades sharing best practice in marketing and lead generation.  Specialist topics include:

  • Marketing with Seminars, Workshops & Client Events
  • ​How to attract more of your ideal clients with LinkedIn
  • ​Website best practice - how to attract & convert website visitors
  • ​​Marketing with Webinars & online client events
  • ​How to create books, eBooks, courses and lead magnets
  • ​How to use Scorecards to attract high quality clients

Trusted by World Class Clients

University of Oxford
University of Cambridge
Academy for Chief Executives

Intrinsic / Quilter
Schroders Personal Wealth
Chase de Vere
St. James's Place
Guardian Wealth Management
Scottish Widows
Standard Life
Positive Solutions
MDRT (Million Dollar Round Table)

And many more, including thousands of individual IFAs & financial planners

BNY Mellon
Personal Finance Society
Schroders Personal Wealth
Institute of Financial Planning
Council of Mortgage Lenders
AXA Wealth
More 2 Life

"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
Ask about Lead Generation and Marketing Training for you or your Team

Online and in person training & conference speaking

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