Premium Marketing & Lead Generation Resources for IFAs, Financial Planners & Wealth Managers

Books, Training and Consultancy based on over Forty Years Experience Working with Financial Advice Professionals

Philip Calvert - Financial Adviser Marketing Expert

Presented live to over One Million people Worldwide
at Conferences, Seminars and Events

ON THIS PAGE:

Marketing & Lead Generation Books
Digital Scorecards for High Quality, High Converting Leads & Fact-finding
Training, Speaking & Consultancy for Financial Advisers
The Adviser Lives Podcast

BOOKS

"What really works, what doesn't and what's new in quality
lead generation for financial advisers..."

LinkedIn Lead Generation for Financial Advisers - Incl. 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."
LinkedIn Lead Generation for Financial Advisers
How to Plan, Promote & Present Successful Seminars & 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"  Martin Bamford, Chartered Financial Planner 
Successful Seminars & Client Events for Financial Advisers
The Financial Adviser's Guide to Attracting Premium Quality Leads
"How to use Online Scorecards to Attract Higher Quality, Higher Converting Clients.  A game-changer in IFA lead generation."
How to Attract Premium Quality Leads
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."
Marketing for Financial Advisers
SCORECARD MARKETING

"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..."

Philip Calvert

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
  • ​Attracts clients & pre-fills a fact-find
  • ​​Understand each prospect as an individual
  • ​Personalise your follow up based on real data
  • ​Segment and choose the clients you work with
TRAINING, SPEAKING & CONSULTANCY

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.  Speaking & training 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

What's the Marketing Mindset Score for your Financial Planning and Advice Business?

Are you maximising all the marketing opportunities available to you?

Is your marketing focus attracting the clients that you really want?

Discover the marketing strengths and weaknesses in your financial advice business

Get your Free report in Ten minutes

The Adviser Lives Podcast

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...

Trusted by World Class Clients

Canon
Maserati
Pfizer
University of Oxford
University of Cambridge
Novartis
Fiat
AstraZeneca
Academy for Chief Executives

Openwork
Intrinsic / Quilter
Schroders Personal Wealth
Chase de Vere
St. James's Place
Guardian Wealth Management
Scottish Widows
Standard Life
Positive Solutions
Santander
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
GAM
Nucleus

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
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