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."
LinkedIn Success for Financial Advisers
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."
Successful Seminars & Client Events for Financial Advisers

"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 

Marketing & Lead Generation for Financial Advisers
"Absolutely packed with an amazing array of proven marketing ideas for financial advisers.  An incredible resource."
Marketing for Financial Advisers
"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."

David Crozier , Certified Financial Planner 
LinkedIn Strategy Planner & Journal for Financial Advisers
"Plan your LinkedIn strategy, attract new clients and record your success."
LinkedIn Strategy Planner for Financial Advisers
The Financial Planner's Daily Journal
"Journal your daily thoughts with reflections on how you relate to your financial planning clients."
The Financial Planner's Daily Journal
56 New Income Streams for Financial Advisers
"How to turn your Financial Planning expertise into Profitable Information Products."
56 New Income Streams for Financial Advisers
Social Media Strategy Planner for Financial Advisers
"Build your Social Media plan from scratch.  Includes a ready-made Value Based Social Media Strategy."
Social Media Strategy Planner for Financial Advisers
Video Training
LinkedIn Lead Generation Masterclass for IFAs & Financial Advisers
4.5 hours video training.  Watch as often as you wish...
LinkedIn lead generation training for financial advisers

£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
How to plan, prepare 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

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Join our Free Networking Community on Facebook for Financial Advisers

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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.

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