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Financial Adviser Lives Podcast
Philip Calvert
39 episodes
2 days ago
Financial Adviser Lives is the 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 of advisers have joined our community on Facebook, where they network, share best practice, get answers to their business questions and provide help and support to one another: https://www.facebook.com/groups/AdviserLifeTalk
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Business
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All content for Financial Adviser Lives Podcast is the property of Philip Calvert and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Financial Adviser Lives is the 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 of advisers have joined our community on Facebook, where they network, share best practice, get answers to their business questions and provide help and support to one another: https://www.facebook.com/groups/AdviserLifeTalk
Show more...
Business
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Philip Calvert meets Martin Dodd of The Midlands Investment Agency
Financial Adviser Lives Podcast
49 minutes 47 seconds
2 years ago
Philip Calvert meets Martin Dodd of The Midlands Investment Agency

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

Financial Adviser Lives Podcast
Financial Adviser Lives is the 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 of advisers have joined our community on Facebook, where they network, share best practice, get answers to their business questions and provide help and support to one another: https://www.facebook.com/groups/AdviserLifeTalk