Pete Matthew is a Certified Financial Planner and Chartered Financial Planner providing fee-based holistic financial planning advice in Penzance, West Cornwall.  He is also an award-winning podcaster and video blogger - his passion to spread the word that anyone can take control of their personal finances.

Taken from the acclaimed Financial Adviser Mastermind & Challenge, Michelle, AKA Little Miss Woww, Michelle was selected as one of the world’s top 30 coaches in financial services by The Elite Advisor™.  As the leading dedicated certification body in the UK for BS 8577, BS 8453, ISO 22222 and The Paraplanner Standard™ certification, Michelle's business Standards International is pioneering best practice among personal financial

Taken from the acclaimed Financial Adviser Mastermind & Challenge, Philip Calvert interviews Ian McKenna.  Ian is a columnist and financial services futurist. In 2019 he was ranked one of the top 100 influencers in Wealth Management globally.  He has been researching and studying fintech since before the term was coined.

Taken from the acclaimed Financial Adviser Mastermind and Challenge, Derek is the best selling author of " Inside the Mind of Sales "

Taken from the acclaimed Financial Adviser Mastermind & Challenge, Philip Calvert interviews top Global Keynote Speaker, Sales Specialist, Tech, Social Media and Goal Setting expert Frank Furness.  With a career routed in Financial Services, Frank produces stellar results for entrepreneurs and organisations around the globe.

Taken from the acclaimed Financial Adviser Mastermind & Challenge, Brett is recognised as the leading management consultant to ambitious financial planning firms in the UK.

Taken from the acclaimed Financial Adviser Mastermind & Challenge, Jacqui works with leaders to improve presentation skills and executive presence. The success of this partnership comes from her experience as a visiting professor at INSEAD, a former BBC news anchor and an acclaimed author.

Taken from the acclaimed Financial Adviser Mastermind & Challenge, George Kinder is internationally recognised as the father of the Life Planning movement.  The Harvard-educated George Kinder revolutionized financial advice for over 30 years by training over 3,000 professionals in 30 countries in the field of Financial Life Planning. He founded the Kinder Institute of Life Planning in 2003 after 30 years as a practicing financial planner and tax advisor.

How does your financial planning business SOUND?

Julian is author of the books Sound Business and How to be Heard. Collectively Julian’s five TED.com talks on sound and communication have been viewed over 100 million times; one of them is in the top 10 TED talks of all time. Julian is regularly featured as a sound and communication expert in the world’s radio, print and web media, including TIME Magazine, The Economist and The Times.

Daniel Priestley is a successful entrepreneur who has built businesses in Australia, Singapore, and the UK. He's the co-founder of Dent Global, one of the world's top business accelerators for entrepreneurs and leaders to stand-out and scale-up.

Listen to Philip Calvert's interview with Daniel about his books Oversubscribed, Key Person of Influence and how Scorecard Marketing can attract high quality, high converting leads for IFAs, advisers and Financial Planners.

For further information on using Scorecards visit www.philipcalvert.com/new-era-marketing