Financial Adviser Lives Podcast

Philip Calvert

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

  1. 11/12/2024

    How Financial Advisers Can Build Profitable Relationships With Accountants

    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.

    39 min

  2. 11/08/2024

    AI Lunch and Learn for Financial Advisers - Session 1

    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: The Adviser Growth Community - includes a dedicated AI and technology track for financial advisers, including free books, training and support - join here. The AI Prompt Vault - help and support for financial advisers to make better use of ChatGPT and generative AI - join here. Marketing Edge - the weekly marketing and lead generation newsletter for financial advisers - subscribe here. Adviser AI - get an AI version of you to answer website FAQs and attract new clients - learn more.

    52 min

  3. 10/15/2024

    The Last Great NEW Marketing Strategy for Financial Advisers

    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.

    59 min

  4. 09/26/2024

    Introduction to AI for Financial Advisers for Marketing and Lead Generation

    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

    1h 2m

  5. 09/10/2024

    Interview with Mike LeGassick - Author, Financial Planner and Behavioural Investment Coach

    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

    55 min

  6. 07/25/2024

    Interview with Group CEO of Melo - Victoria Hicks

    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.

    59 min
  7. An Introduction to AI for Financial Advisers, IFAs and Financial Planners

    12/01/2023

    An Introduction to AI for Financial Advisers, IFAs and Financial Planners

    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

    1h 20m

  8. 05/02/2023

    LinkedIn Masterclass for Financial Advisers

    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

    2h 10m
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About

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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