Overview

"Are you a financial planner, IFA, wealth manager or financial adviser struggling to attract more of your ideal clients? Look no further than ""Marketing and Lead Generation for Financial Advice Professionals."" In this practical and acclaimed guide, author Philip Calvert draws on his 45 years of experience working with financial advisers to share proven strategies for attracting more of your every day and dream clients. This book is designed for both small financial adviser businesses and those employed by large national firms, as well as brand new advisers just starting out. Filled with real-life examples of successful financial adviser marketing, this book is fun, easy to understand and each idea is simple to implement. You'll discover a range of marketing strategies and tactics that are tried and tested, and you'll learn how to create a targeted marketing plan that works for you. Whether you're looking to improve your lead generation, boost your online presence or develop your prospect funnel, this book has something for everyone. ""Marketing and Lead Generation for Financial Advice Professionals"" is professional, persuasive and easy to read. With this acclaimed book, you'll gain valuable insights into how to build your brand, engage with your ideal clients and drive business growth. If you're looking for the ultimate marketing manual for the financial advice profession, look no further than this must-read book. In addition to cutting-edge but simple digital ideas, this book highlights the very best in traditional and 'old school' marketing techniques - many of which Philip has added a powerful modern twist. From seminars to LinkedIn, client events to Facebook ads and from referrals to podcasting - and much more - if you make one investment in your business development this year, make it MARKETING AND LEAD GENERATION FOR FINANCIAL ADVICE PROFESSIONALS."

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9781739385903

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Reviews

"""Phil has intimate knowledge of financial adviser business models from his career as a speaker and community builder. It's no surprise then that he's nailed it with this book. Financial advisers will find this an indispensable guide to marketing their companies to connect with more clients and grow their business as a result."" Roger Edwards, Marketing Speaker and Consultant ""Phil, I hope you never lose sight of the fact of just how valuable you are to IFAs. Your knowledge, experience and delivery are first class. You are one of the most highly respected influencers in our profession - please keep on keeping on."" Mike LeGassick, Lifestyle Financial Planner ""Thanks for yet more gems of wisdom. I was seriously impressed with the value and volume of content."" David Forsdyke DipMAP - Knight Frank Finance"

Author Information

Philip Calvert is the author of multiple marketing books and courses for financial advice professionals. He is in demand as an entertaining and high content marketing speaker and has presented to over a million financial planners, IFAs, wealth managers, mortgage advisers and banking professionals worldwide, including at conferences and events throughout the UK, Europe, Singapore, South Africa and the USA. Visit his website at www.philipcalvert.com

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