Financial Adviser Lives Podcast

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.

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:

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.

Join us for Philip Calvert's latest presentation An Introduction to AI for Financial Advisers for Marketing, Lead Generation and Client Communications.

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.

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.

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 [email protected] or visit www.philipcalvert.com

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.

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

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

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.

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