Are you an IFA or Financial Adviser looking for leads and new connections whilst working from home?
Discover Proven Marketing & Lead Generation Ideas To Help You Attract
More Of The Clients You REALLY Want - Even While Working From Home...
Books for Financial Advisers by Philip Calvert
How to Win With LinkedIn - Including 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
"Absolutely packed with an amazing array of proven marketing ideas for financial advisers. An incredible resource."
"Nobody I have heard comes close to Phil's practical knowledge of using seminars
and the internet (in all its forms) to get one's message out there."
and the internet (in all its forms) to get one's message out there."
David Crozier
, Certified Financial Planner
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."
Video Training
LinkedIn Lead Generation Masterclass for IFAs & Financial Advisers
4.5 hours video training. Watch as often as you wish...
£27
Note: LinkedIn lead generation training is also available to IFA and Financial Planning firms as both remote and live workshops.
How to use Seminars & Events to Attract High Quality New Clients
4 hour video training to help you plan, promote and present successful seminars and client events
£47
Note: Seminar Selling and Event training is also available to IFA and Financial Planning firms as both remote and live workshops.
The Acclaimed Financial Adviser Mastermind & Challenge
Over thirty world leading consultants share fresh insights into becoming a successful financial adviser
Click to watch exclusive snippets
£397
You'll get twenty-four hours of video training for just £67. Watch as often as you wish
Thank You!
For video purchases, on receipt of your payment, you will be sent a link where you can access your training. If you do not receive anything within thirty minutes, please first check your spam/junk folders or send an email to philip@financialadvice.marketing
Client Communications & Marketing during COVID-19
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
Click above to learn more
Want to ask about Remote Lead Generation or Marketing Training for you or your Financial Advice Team?
Face-to-face training and conference speaking is not currently available during the Coronavirus pandemic.
Click to go back to Books...
Copyright © 2020 Philip Calvert. All Rights Reserved