Martin is a financial adviser in Wolverhampton in the East Midlands of the UK.  He specialises in helping individuals and business owners to become financially secure and worry less about money.

In many ways, he's just like you and many other financial advice professionals, but he has some interesting and exciting approaches to marketing.

He attended one of my live workshops a few years ago and I could sense then that he was way ahead of the majority of financial advisers in his strategic approach to attracting new clients. It turned out that we both used the exact same approach to lead generation.

In this wide ranging interview, IFA and financial planner marketing expert Philip Calvert and Martin discuss marketing and lead generation best practice for financial planners, IFAs and financial advisers.

Meet Martin on LinkedIn at https://www.linkedin.com/in/financialadvicemartindodd/ 

Financial Planners and IFAs - join LifeTalk, the original online community for financial advice professionals at https://www.facebook.com/groups/AdviserLifeTalk 

Book Philip Calvert to speak at your event at https://www.philipcalvert.com

In this episode we look at the Top Ten Marketing Resolutions that Financial Advisers, IFAs and Financial Planners should be thinking about as we head into 2022.  Each of these have been selected because they are all issues raised by financial advisers in coaching, training and consulting sessions with Philip Calvert.

Listen/watch with the slides at https://youtu.be/yy_2SlVt1pY

Join us in the LIFETALK Marketing Club for financial advisers.  Find out more at adviserlifetalk.com/financial-adviser-marketing-club

Could you be attracting more of your IDEAL financial planning clients?  Find out with the Financial Adviser Marketing Health Check

Many IFAs, financial planners and advisers support their client acquisition activities by using lead generation companies.  But an increasing number of financial advisers report dissatisfaction in the number, process and quality of leads, leaving many wary about the viability of working with lead providers.

In my interview with Sam Perry, founder of specialist lead generation company A-Point Marketing, we look at the current market for leads and the importance of managing advisers' expectations around this source of new clients.  Sam believes that working much closer with financial advice firms is increasingly important, and that a much more bespoke approach will minimise dissatisfaction and time wasted in sifting through unwanted enquiries.

Sam says "We only want to give you high quality appointments that have the best chance of converting to written business. And because we only get paid if our conversion rates reach an acceptable minimum, you can be sure we strive to maximise them. And because we are interested in building long term relationships, we make every effort to give you the kinds of appointments you want – based on your exact requirements."

To learn more, visit A-Point Marketing at https://www.a-point.co.uk for a free consultation.

And if you are a financial adviser who is unsure about how well your marketing and lead generation is positioned, take our free Financial Adviser Marketing Health Check at https://financial-adviser-marketing.scoreapp.com

From providers such as Prolific, Bright Grey and Scottish Provident, through to becoming an independent speaker and author, Roger Edwards is one of the leading voices in financial services marketing.  He specialises in helping businesses to keep marketing simple by cutting complexity and banishing bloat.  Enjoy this interview taken from the acclaimed Financial Adviser Mastermind and Challenge.

Former Commercial Manager at Bankhall and Managing Director of threesixty, there are very few people with as wide an experience of the financial advice profession at Phil Young.  Very much a forward thinker, Phil has a detailed understanding of financial advisory businesses, risk management and merger and acquisition in this sector.  Enjoy this wide ranging and eye-opening interview with founder of LifeTalk Philip Calvert.

Taken from the acclaimed Financial Adviser Mastermind & Challenge, Clive Waller is one of the most experienced members of the financial services community in the UK.  From Sales Manager at Scottish Amicable in the 1970s through to Head of Sales and Group Director at Zurich Life, Clive's knowledge of best practice in the world of financial advice is unrivalled.

After a successful career as an Executive Director in 2 different industries, Chris stepped down after 4 years as MD at the UK's leading challenger bank, Metro Bank to undertake a portfolio career as NED, International Speaker, Executive Coach and Consultant in business and sport.

Chris is also Chair at Rugby League World Cup 2021.

Taken for the acclaimed Financial Adviser Mastermind and Challenge, Andy Lopata is globally renowned as a leading expert on harnessing professional relationships.  

For twenty years Andy has worked with companies on how to build, nurture and benefit from professional relationships. Working across sectors, he has helped businesses in professional and financial services, healthcare, software and more. 

Andy has worked in twenty-six countries worldwide, been quoted in the international press, including Forbes, Entrepreneur.com., The Sunday Times, The Financial Times and The Guardian in the UK and written four books on the topic.

Taken from the acclaimed Financial Adviser Mastermind & Challenge, Michael is a leading presentation skills coach and expert on helping people to handle tough questions from the media, clients, customers, shareholders, staff and stakeholders.

Michael is the author of 'Great Answers To Tough Questions At Work' published by Wiley, and was given "Management Gold" endorsement by the Chartered Management Institute after being shortlisted for the "Management Book Of The Year Award" sponsored by Henley Business School.

Taken from the acclaimed Financial Adviser Mastermind & Challenge, Jason Butler was the founder of leading financial planning firm Bloomsbury and is an international thought leader on financial well-being.  He is also head of financial education at Salary Finance and is an acclaimed personal finance author.