Financial Adviser Lives Podcast Philip Calvert

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


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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


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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




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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


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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


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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


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