Just getting started as a Financial Adviser?

Join this free webinar to learn the essential marketing strategies for your first year in advice.

Whether you're newly qualified, going self-employed or starting from scratch — this session will help you build momentum, attract your ideal clients and set a strong foundation for long-term success.

This Free Webinar is Ideal for:

New advisers in their first year
Recently self-employed or directly authorised advisers
Those relaunching or refreshing their business
Anyone feeling unsure about where to start with marketing and lead generation

Presentation date: Wednesday 23rd April at 12.30pm (prompt) over Zoom.

What you'll learn:

If you're in your first year as a financial adviser, you're not just building a business — you're building a reputation.

The decisions you make now around marketing, positioning and visibility will shape how you're seen for years to come. This is your chance to stand out not by shouting the loudest, but by showing up with clarity, confidence and real value.

In a world that’s changing fast — with AI, Consumer Duty and evolving client expectations — the most successful advisers will be the ones who combine trust with innovation. This free webinar is your starting point to get marketing right from day one.

How to get maximum marketing bang for your buck in your early years as an adviser
How to position yourself clearly in a crowded market
What lead generation activities actually work in Year 1 (and 2)
What lead generation activities will be a waste of your time
The marketing strategies that are common to the most successful advisers worldwide
How to attract the right prospects for you
The one thing most new advisers overlook (but shouldn’t)
Tools and templates to save time, stay focused and reduce overwhelm
PLUS - the marketing strategy used by the most successful adviser I have ever met

No financial adviser should feel that they have to figure this out alone. You deserve to start strong – so this fun, high content session will give you the tools, mindset and confidence to do just that now and over your future career.

"If you’re in your first year as a financial adviser, I’ve put something together for you. It’s a free, practical session to help you build early momentum with your marketing — no fluff, no jargon, just real-world guidance from someone who’s been working with advisers for 46 years."

Phil is the UK's most experienced marketing strategist for financial advisers and is the founder of LifeTalk - the world's first online community for financial advisers.

He is a Forbes featured author and appears in the World's Top 100 Most Powerful in Financial Advice. He has presented to over a million financial services professionals worldwide and is in demand to speak at conferences and events globally.

Don't miss out on this unique opportunity!

Ambitious Financial Advisers are signing up now. Are you in?

This is a rare chance to learn from the UK’s most experienced marketing strategist for IFAs, financial advisers and planners.

Whether you're employed, self-employed or even handed leads on a plate – this one workshop will reshape how you think about marketing and lead generation.

You’ll walk away with practical, proven strategies to build your brand, attract your ideal clients, and set yourself up for long-term success.

Presentation date: Wednesday 23rd April at 12.30pm (prompt) over Zoom.