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
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 (https://www.skool.com/adviser-growth-community).
8 Nov 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 (https://www.skool.com/adviser-growth-community).
The AI Prompt Vault - help and support for financial advisers to make better use of ChatGPT and generative AI - join here (https://www.skool.com/the-ai-prompt-vault).
Marketing Edge - the weekly marketing and lead generation newsletter for financial advisers - subscribe here (https://www.philipcalvert.com/marketing-edge-newsletter/).
Adviser AI - get an AI version of you to answer website FAQs and attract new clients - learn more (https://www.philipcalvert.com/adviser-ai/).
15 Oct 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 (https://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 (https://www.skool.com/refer?ref=0162a5f5241545399f9fe04393d2763c).
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