Financial Adviser Marketing

28/10/2024

🚀 Your Weekly Marketing Edge Newsletter Launches at Midday Tomorrow! 🚀

Financial advisers, are you looking for practical marketing strategies that actually work?! I'm excited to share that the Marketing Edge newsletter is back – now with even more focus on helping you attract and engage the right clients...

🔑 Every Tuesday at midday, I’ll be sharing proven tips, ready-to-use strategies and templates, AI prompts and real-life case studies, all designed to give you the tools and confidence to build and grow your financial advice business with more of your ideal clients.

Whether you're looking for pre-internet approaches that still work today or cutting-edge AI insights, the Marketing Edge newsletter covers it all.

👉 Ready to make next year your best year ever? Sign up and join us now!

Exclusive to financial advice professionals, get your first edition at midday Tuesday 29th October here: https://www.philipcalvert.com/marketing-edge-newsletter/

19/04/2023

Is TikTok really a serious marketing option for financial advisers?

Here's a new podcast episode where I interview 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. And she knows what she's talking about...

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 me and Michelle as we discuss how advisers can get started with TikTok, pitfalls to watch out for and how to create valuable content that clients and prospects of all ages 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
https://youtu.be/b-TmUkFgHQg

Financial adviser marketing consultant Philip Calvert interviews TikTok expert Michelle Haslam. Michelle is the founder of BizTok Academy, where she helps f...

08/05/2021

Data is everything for financial advisers in 2021, and helps you to get to know cold prospects in detail when they visit your website - whether they came from an internet search, online directory or a referral.

The idea of collecting data from prospects in the form of paper-based surveys and questionnaires so that you can personalise your follow up communications is nothing new, and has worked for many of the most successful financial advisers since the 1980s.

Digital scorecards are the simple, modern way of doing the same thing, with some scorecards collecting up to forty points of data on a prospect - before you ever speak to them for the first time.

Yes, they willingly pre-fill a fact-find without you asking them to.
Lead Gen 1.0 was about collecting name, number and email from a prospect. Lead Gen 2.0 is about collecting genuinely meaningful data and leveraging it intelligently for the benefit of prospect and adviser and to build better relationships much faster.

Learn how you can use scorecards in your business in our special workshop on 19th May. It's free to join but there limited places.
Join us here:

Scorecard Marketing Workshop for Financial Advisers - Limited Places Available

10/02/2021

Whether it's an eGuide, eBook, special report, online training, video course, chargeable newsletter, paid community or a digital scorecard - online products are a proven way to attract new clients, add value to existing clients and create a new income stream for any financial advice business. And it's easier to do than you might think...

When you join the Financial Adviser Marketing Bootcamp & Challenge you'll create your first digital product in just 21 days. Guaranteed. Begins 24th February at 10 am sharp.

Financial Planners and Advisers are signing up at https://www.philipcalvert.com/adviser-marketing-bootcamp

09/02/2021

If you've ever thought about running a client webinar but not known how to get started, now is your opportunity to get it done...

Take the Client Webinar Challenge when you join the Financial Adviser Marketing Bootcamp and you'll be ready to launch your webinar in just 21 days - guaranteed.

Financial Advisers have been registering their place here: https://www.philipcalvert.com/adviser-marketing-bootcamp
Come and join us!

08/02/2021

Do you have a documented marketing plan for your financial planning business?

Most don't, that's why financial planners are registering for their opportunity to finally get it done. Join our 21 Day Challenge on 24th Feb. Begins 10 am sharp.

Advisers have been registering here: https://www.philipcalvert.com/adviser-marketing-bootcamp

06/02/2021

NEW ON LIFETALK! The Financial Adviser Marketing Bootcamp & Challenge - Begins 24th February at 10 am Sharp.

Take on One of Five Marketing Challenges - Get it Done in 21 Days with Exclusive Training. Join us at https://www.philipcalvert.com/adviser-marketing-bootcamp

23/01/2021

Coming soon...!

12/01/2021

08/01/2021

Out Now! The Financial Adviser's Guide to Attracting Premium Quality Leads: How to use Online Scorecards to Attract Higher Quality, Higher Converting Clients

Available at https://www.amazon.co.uk/dp/B08RT9GRZT

Are you a Financial Planner, IFA, Financial Adviser or Wealth Manager looking to attract a few more of your Ideal Clients this year?

Lead generation for professional financial advisers used to be simple! But it's got complicated, confusing and chaotic because many of the traditional, reliable approaches of networking, web listings, seminars, Facebook & social media and automatic referrals either don’t work or are rapidly running out of steam. What's more, many of these old-school lead generation tactics now only produce leads that are unreliable and unpredicatble in quality.

But now there's an exciting new era in lead generation, with new data-driven approaches that are more powerful than ever, making it possible to generate higher quality, higher converting leads - without paying for listings or advertising.

For too long, many financial advisers have relied on potluck when accepting a new lead – what’s more most financial advisers are missing out on quality leads that are right under their noses because their websites are failing to engage visitors who need their services. In short, their websites look great, but they're failing to convert the right prospects.

So a brand-new, data-led approach to lead generation is exciting marketers and financial advice professionals alike - one that takes a highly personalised approach to building relationships with prospects, and which dramatically increases the likelihood of a financial adviser attracting more of the clients they really want.

★ Welcome to Scorecard Marketing – a startling new approach to lead generation for financial advice professionals where your website is transformed from being merely an online glossy brochure, into a powerful and valuable asset that converts visitors into clients. Based on GDPR compliant data, financial planners are able to pick and choose the clients they want to work with and follow up with a highly personalised approach.

Order your copy of this book today and join a growing movement of forward-thinking IFAs and advisers who are pioneering this new and highly professional approach to attracting more of the clients they really want.

Philip Calvert has been working with IFAs, advisers and financial planners for over forty years. He was a pioneer of social media in financial services and has presented to tens of thousands of financial advisers at conferences, seminars and training events worldwide on marketing and lead generation.

Get your copy now at https://www.amazon.co.uk/dp/B08RT9GRZT

08/01/2021

Lead generation for financial advisers used to be simple... But today many of the "old-faithful” approaches of networking, listings, seminars, trade events, social media & automatic referrals either don’t work or are rapidly running out of steam.

But now there's a new era in lead generation, with startling new data-driven approaches that are more powerful than ever, making it possible to generate more and better quality enquiries - without paying for leads, listings or advertising.

If you are an IFA or financial planner looking for a few more of your ideal clients this year, this training is for you and features:

* A custom branded survey tool for your website
* ​Instant personalised value for your website visitors
​* High quality data-rich leads for financial advisers
​​* The ability to understand each prospect as an individual before you meet them
​* Personalise your initial follow up based on real data
​* Segment and choose the clients you work with
https://youtu.be/D9CL07_z4ZY

How any IFA, Financial Planning, Wealth Management or Financial Advice Business can Generate Higher Quality, Higher Converting Leads - Without AdvertisingLea...

29/12/2020

Let's hit the ground running with our 2021 marketing. What are your New Year Marketing Resolutions as a financial adviser?