Phil shares his wealth of experience on leveraging technology and traditional methods to enhance lead generation and client engagement in the financial advisory sector. With a focus on education, personalization, and the power of AI, Phil offers actionable insights and examples of how advisors can transform their practices to meet the evolving demands of clients. Whether it's embracing AI for customized content creation or returning to proven tactics like seminars for direct connection, this conversation is packed with strategies to navigate the changing landscape of financial advice. Tune in for an enlightening dive into blending old-school approaches with cutting-edge technology to build deeper client relationships and drive business growth.

In this episode, Phil and Pete discuss:

00:00 - Introducing Philip Calvert
01:08 - Marketing change over time
05:15 - Educating clients as financial advisers
08:13 - Video communication and testimonials
10:32 - Effective strategies for engaging clients
21:39 - Crafting engaging quizzes and scorecards
24:55 - Best applications of AI in marketing
32:13 - Creating AI avatars
34:32 - How to get started with AI and press releases
39:20 - Successful old-school marketing techniques

-

⁠⁠⁠⁠⁠⁠⁠⁠⁠www.adviceamplified.co.uk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

-

Follow Advice Amplified:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

-

Follow Ningi:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠