How Financial Advisers, IFAs and Financial Planners can Build Profitable Relationships with Accountants - with Johnny Ridd, Founder and CEO of RQ - experts in powering closer collaboration between the professions.
For a written summary and transcript, visit the Adviser Growth Community here.
Join Philip Calvert and 50 financial planners, IFAs and financial advisers for the first AI Lunch and Learn session.
No geeky stuff, no formal agenda - just a wide ranging discussion around AI for financial advisers.
Accompanying resources:
In this episode, Philip Calvert dives into what’s been called “the last great new marketing strategy” for financial advisers.
Discover how building your own community can generate fresh income streams, nurture existing clients and even align with your Consumer Duty responsibilities.
Join us as we explore powerful strategies that forward-thinking advisers are adopting to deepen client relationships, attract new referrals and future-proof their businesses. Whether you're looking to break into new markets or create added value, this podcast provides actionable insights to elevate your practice.
Tune in and learn how to build trust, expand your reach and embrace the community model to drive long-term success.
Discover a wealth of marketing training webinars for financial advisers in the Adviser Growth Community. Join here: www.skool.com/adviser-growth-community
Philip's recommended community building platform is Skool. Use Philip's link and get a 14 day free trial here.
Join us for Philip Calvert's latest presentation An Introduction to AI for Financial Advisers for Marketing, Lead Generation and Client Communications.
The session explores the capabilities of AI and its transformative impact on various industries, emphasising the need for financial advisers to adopt AI tools to enhance efficiency in tasks such as marketing, content creation and lead generation. Attendees gain insights into the different types of AI, innovative applications like AI-powered chatbots, and new market opportunities offered by online courses and memberships.
The discussion encourages participants to experiment with tools like ChatGPT, optimise online content for AI searches, and consider appointing an AI advocate within their businesses to fully leverage AI in financial advisory services. Resource: Visit the AI Prompt Vault for a collection of powerful prompts for use with ChatGPT and other generative AI tools https://www.skool.com/the-ai-prompt-vault-1118
In this episode we interview Mike LeGassick - Author, Financial Planner and Behavioural Investment Coach. Mike shares tips and strategies to help financial advisers to write their own book. Mike is the author of two acclaimed books and currently working on his third. Mike shares his advice for those IFAs looking to get started and for those needing support to get theirs completed. Plus, Mike and Phil talk about the many marketing benefits of writing a book - "the best business card you will ever give out".
If you are a financial adviser and considering writing a book, you can join the waiting list for our 2024/2025 adviser authorship programme. Email philip@philipcalvert.com or visit www.philipcalvert.com
Business lifecycle firm Melo has come together from the merger of three acclaimed and highly experienced businesses, who together specialise in helping financial planning firms to grow and make progress, recruit the right personnel and for their owners to secure a great exit.
At launch, Melo has made a big splash in the financial planning community, and rapidly become known as go to experts in guiding, educating and supporting firms that want to be a cut above the rest.
Here Philip Calvert interviews Group CEO Victoria Hicks and discovers the thinking behind forming Melo and just what it takes to make a great financial planning firm.
Melo also supports LifeTalk - the original online community for financial advisers, which IFAs and financial planners use to network, share best practice, exchange ideas and to provide help and support to one another. Join 4,000 advisers in LifeTalk's private Facebook group here. Visit Melo here.
Check out Philip Calvert's latest introduction to AI (artificial intelligence) for financial advisers, IFAs and financial planners, where he looks at the potential impact of AI on the financial advice profession, along with amazing opportunities to use it in their businesses - particularly for marketing and client communications.
This episode also looks at how 'GPTs' can be used to help financial advisers with exams, along with live demonstrations of using ChatGPT to create marketing content.
"Many thanks Phil for a fantastic presentation which was both clear and informative." David, Financial Adviser
"One of the most eye-opening webinars that I have attended for a while." James, Financial Planner
Financial Planners, IFAs and Financial Advisers join LifeTalk to network, share best practice, exchange ideas and to provide help and support to one another at https://www.facebook.com/groups/AdviserLifeTalk
Join the LifeTalk AI Best Practice group for financial advisers at https://ai-best-practice-for-advisers.scoreapp.com
Recorded in conjunction with The Equity Release Experts, this special episode reveals how IFAs, financial planners and later life advisers can use LinkedIn to attract more of their ideal clients (whether in the equity release market or not).
LinkedIn expert Philip Calvert takes a deep dive into the networking platform and shares a wealth of content on how to market and promote yourself and maximise your impact on the site.
For a copy of Philip's slide deck and a PDF of his book LinkedIn Lead Generation for Financial Advisers, visit here: https://bit.ly/linkedintere
Financial adviser marketing consultant Philip Calvert interviews TikTok expert Michelle Haslam. Michelle is the founder of BizTok Academy, where she helps financial advisers, IFAs, financial planners and professional service providers to make the most of TikTok.
Whilst many financial advisers might imagine that TikTok is not for them, Michelle presents compelling reasons why ALL advisers should consider using TikTok to complement their existing marketing activities. Prior to becoming the TikTokpreneur, Michelle spent sixteen years in a senior role with a family financial planning firm, including running the Compliance department, so she knows exactly the pros and cons of using TikTok.
Join Philip and Michelle as they discuss how advisers can get started with TikTok, pitfalls to watch out for and how to create valuable content that clients and prospects will love. Meet Michelle on LinkedIn: https://www.linkedin.com/in/michellehaslam Meet Philip on LinkedIn: https://www.linkedin.com/in/philipcalvertspeaker Book Philip to speak at your event: https://www.philipcalvert.com
Financial adviser marketing expert Philip Calvert shares tips aimed at IFAs, advisers and mortgage advisers in the later life lending / equity release market.
When interest rates have increased and markets toughen, marketing is often one of the first things to be dropped in financial advice businesses, which can be a big mistake. Philip shares ideas and strategies to keep your marketing and lead generation activities going, including how to use an Equity Release Scorecard to attract, engage with and convert new prospects.
Video taken from Philip's presentation as part of the AiR Later Life Lending Symposium in 2023. #laterlifeadvice #financialadvisers #mortgageadvisers #advisermarketing #leadgeneration
Martin is a financial adviser in Wolverhampton in the East Midlands of the UK. He specialises in helping individuals and business owners to become financially secure and worry less about money.
In many ways, he's just like you and many other financial advice professionals, but he has some interesting and exciting approaches to marketing.
He attended one of my live workshops a few years ago and I could sense then that he was way ahead of the majority of financial advisers in his strategic approach to attracting new clients. It turned out that we both used the exact same approach to lead generation.
In this wide ranging interview, IFA and financial planner marketing expert Philip Calvert and Martin discuss marketing and lead generation best practice for financial planners, IFAs and financial advisers.
Meet Martin on LinkedIn at https://www.linkedin.com/in/financialadvicemartindodd/
Financial Planners and IFAs - join LifeTalk, the original online community for financial advice professionals at https://www.facebook.com/groups/AdviserLifeTalk
Book Philip Calvert to speak at your event at https://www.philipcalvert.com
In this episode we look at the Top Ten Marketing Resolutions that Financial Advisers, IFAs and Financial Planners should be thinking about as we head into 2022. Each of these have been selected because they are all issues raised by financial advisers in coaching, training and consulting sessions with Philip Calvert.
Listen/watch with the slides at https://youtu.be/yy_2SlVt1pY
Join us in the LIFETALK Marketing Club for financial advisers. Find out more at adviserlifetalk.com/financial-adviser-marketing-club
Could you be attracting more of your IDEAL financial planning clients? Find out with the Financial Adviser Marketing Health Check
Many IFAs, financial planners and advisers support their client acquisition activities by using lead generation companies. But an increasing number of financial advisers report dissatisfaction in the number, process and quality of leads, leaving many wary about the viability of working with lead providers.
In my interview with Sam Perry, founder of specialist lead generation company A-Point Marketing, we look at the current market for leads and the importance of managing advisers' expectations around this source of new clients. Sam believes that working much closer with financial advice firms is increasingly important, and that a much more bespoke approach will minimise dissatisfaction and time wasted in sifting through unwanted enquiries.
Sam says "We only want to give you high quality appointments that have the best chance of converting to written business. And because we only get paid if our conversion rates reach an acceptable minimum, you can be sure we strive to maximise them. And because we are interested in building long term relationships, we make every effort to give you the kinds of appointments you want – based on your exact requirements."
To learn more, visit A-Point Marketing at https://www.a-point.co.uk for a free consultation.
And if you are a financial adviser who is unsure about how well your marketing and lead generation is positioned, take our free Financial Adviser Marketing Health Check at https://financial-adviser-marketing.scoreapp.com
From providers such as Prolific, Bright Grey and Scottish Provident, through to becoming an independent speaker and author, Roger Edwards is one of the leading voices in financial services marketing. He specialises in helping businesses to keep marketing simple by cutting complexity and banishing bloat. Enjoy this interview taken from the acclaimed Financial Adviser Mastermind and Challenge.
Former Commercial Manager at Bankhall and Managing Director of threesixty, there are very few people with as wide an experience of the financial advice profession at Phil Young. Very much a forward thinker, Phil has a detailed understanding of financial advisory businesses, risk management and merger and acquisition in this sector. Enjoy this wide ranging and eye-opening interview with founder of LifeTalk Philip Calvert.
Taken from the acclaimed Financial Adviser Mastermind & Challenge, Clive Waller is one of the most experienced members of the financial services community in the UK. From Sales Manager at Scottish Amicable in the 1970s through to Head of Sales and Group Director at Zurich Life, Clive's knowledge of best practice in the world of financial advice is unrivalled.
After a successful career as an Executive Director in 2 different industries, Chris stepped down after 4 years as MD at the UK's leading challenger bank, Metro Bank to undertake a portfolio career as NED, International Speaker, Executive Coach and Consultant in business and sport.
Since stepping down he has had a fulfilling 2nd career, which has seen him recognised with an MBE for services to sport and winner of the Institute of Directors, UK Non Executive Director of the Year in 2017.
Chris is a leading Conference speaker in the UK, Europe, Africa and Australia covering topics such as Customer Excellence, Leadership, Change, Employee Engagement and how to build High Performing teams through growth mindset.
Chris is also Chair at Rugby League World Cup 2021.
Taken for the acclaimed Financial Adviser Mastermind and Challenge, Andy Lopata is globally renowned as a leading expert on harnessing professional relationships.
For twenty years Andy has worked with companies on how to build, nurture and benefit from professional relationships. Working across sectors, he has helped businesses in professional and financial services, healthcare, software and more.
Andy has worked in twenty-six countries worldwide, been quoted in the international press, including Forbes, Entrepreneur.com., The Sunday Times, The Financial Times and The Guardian in the UK and written four books on the topic.
Taken from the acclaimed Financial Adviser Mastermind & Challenge, Michael is a leading presentation skills coach and expert on helping people to handle tough questions from the media, clients, customers, shareholders, staff and stakeholders.
Michael is the author of 'Great Answers To Tough Questions At Work' published by Wiley, and was given "Management Gold" endorsement by the Chartered Management Institute after being shortlisted for the "Management Book Of The Year Award" sponsored by Henley Business School.
Taken from the acclaimed Financial Adviser Mastermind & Challenge, Jason Butler was the founder of leading financial planning firm Bloomsbury and is an international thought leader on financial well-being. He is also head of financial education at Salary Finance and is an acclaimed personal finance author.